Teller FT

US-MI-Kalamazoo
Job ID
2017-1473
Category
Customer Service

Roles

What you should know about Advia

 

Advia is a fast growing Credit Union that is positioned in the top 3% of credit unions across the United States with over 1 billion in assets.  We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages.  We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations.  The work environment at Advia is fast-paced, performance based and fun infused.  We certainly live by the saying “work hard, play hard.”  As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

 

What you should know about the role

 

The most essential function of this position is to support the mission of the credit union; to provide a means for a better financial way of life for our members.  This mission is accomplished by providing outstanding service to both internal and external members as well as being an ambassador of the credit union.

 

As a full time teller, you will have opportunities to:

  • Interact with our members while building impactful relationships.
  • Shape and sustain our companies image through excellent member service.
  • Act as a pace setter for the sales markers in the branch.
  • Develop sales and leadership skills through motivating team to meet sales goals.

 

Major Duties

  • Demonstrate efficiency with financial transactions for checking, savings and borrowing customers: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with customer to assure needs are met and minimize redoing.
  • Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
  • Issues Traveler’s Checks and money orders, receives currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures.
  • Research, troubleshoot and resolve customer and internal inquiries regarding policies, practices and products.
  • Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payments.
  • Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
  • Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers and co-workers.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

 

Physical Requirements

Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs on occasion. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to stand for long periods of time. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

 

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

 

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

 

Acknowledgement

Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.

 

Skills & Experience

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.

 

Experience

Cash handling and customer service experience is strongly preferred.

 

Education/Certifications/Licenses

A high school degree or equivalent

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