The Teller performs routine member transactions, including, deposits, withdrawals, cash advances, loan payments, transfers and check cashing with a high degree of accuracy. Maintain accurate transactional records while providing exceptional service to all members. The ideal candidate will be outgoing with outstanding communication skills, the ability to multi-task, and a passion for helping others!
Responsibilities | Essential Duties and Responsibilities
- Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate, and efficient member transactions.
- Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handles or promoted by tellers.
- Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller area, including robbery procedures.
- Perform all duties in accordance with the credit union’s service standards, operation policies and procedures, and in compliance with applicable state and federal laws and regulations.
- Recognize reportable transactions and activities under the Bank Secrecy Act (BSA), its implementing regulations, and Unison’s Anti-Money Laundering program.
- Comply with requirements under Unison’s Member (Customer) Identification Program (CIP), FinCEN 314a procedures, and OFAC regulations and sanction programs.
- Examine checks for endorsements and to verify other information such as dates, financial institution names, identification of the person receiving payment and the legality of the document.
- Provide members with account status, including current balances and loan pay-offs.
- Promote, explain and cross-sell all products and services offered by the credit union.
- Receive payments and ensure the payments match balances due. Enter payments into computer. Generate member receipts.
- Respond to members’ requests, problems and complaints, and/or direct them to the proper person for specific information and assistance.
- Provide routine information on credit union services and policies including eligibility for membership, types of credit union accounts, current dividend rates, locations, office hours, and telephone numbers.
- Count currency, coins and checks received, by hand or using currency-counting machines.
- Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research discrepancies. Report any discrepancies to the supervisor as necessary.
- Report malfunctions of teller computer and other equipment used at the teller station. Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
- Process depository bags and record proper information according to credit union procedures.
- Issue personal money orders and cashier’s checks, VISA travel card and gift cards and redeem U.S. Savings bonds, An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position .
- Professional, well developed interpersonal skills necessary for assisting credit union members and projecting a positive image as a representative of the credit union.
- Experience in the teller and/or member service area of a credit union or financial institution is preferred as well as previous customer service and cash handling experience.
- Effective oral communication skills to converse with members in person and over the telephone in a pleasant, friendly and courteous manner.
- Attention to detail and good organizational skills are a must.
- Ability to perform duties and make decisions under sometimes stressful situations.
- Basic computer skills are required.
- Strong math skills – Ability to add, subtract, multiple, or divide quickly and accurately.
- Core Values that include: Integrity, Honesty and Confidentiality.
Education and Experience
- High school diploma or equivalent.
About the Organization
When we first opened in 1932, we were known as Thilmany Credit Union, providing Thilmany Mill employees with a place to save and borrow at a time when the nation’s financial confidence was at an all-time low. In 1975, we changed our name to Kaukauna Credit Union and grew into a full-service financial institution, expanding our field of membership to include residents of the City of Kaukauna. Over the years, we expanded to include people living or working in Outagamie, Calumet, Brown, and Manitowoc Counties, as well as the Cities of Neenah and Menasha, Town of Neenah and Village of Fox Crossing in Winnebago County. Kaukauna Credit Union became Unison Credit Union in 2002. We currently have six locations: Kaukauna (two locations), Little Chute, Grand Chute, Wrightstown, and De Pere.
How to Apply
Fill out an online application on our website: Unison Credit Union