Teller

September 23, 2024

Tyndall Federal Credit Union

Spanish Fort

Description: Role:

Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Cross-sells credit union products by answering inquiries, informing members of new services and product promotions, ascertaining member’s needs, and directing members to a Universal FSR.

Essential Functions & Responsibilities:

Receives and processes member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed. Posts transactions to member accounts and maintains member records and confidentiality.
Reviews member accounts to refer credit union products and services that will benefit the member; completes cross-sales.
Assists with reconciling daily transactions ensuring cash, checks, vouchers and recylcers match system records. Assists with cash recyclers and the vault as needed.
Welcomes members and provides routine information concerning credit union services; directs members to appropriate departments for specific information.
Ensures compliance with all regulatory programs including but not limited to the Bank Secrecy Act, Office of Foreign Asset Control Program and Customer Identification Program. Assists other department personnel and performs other duties as assigned. Remote employees must adhere to their agreed-upon work schedule from a secure location, participating in virtual meetings, video conferences/other communications, and maintaining regular, responsive communication during working hours.

Performance Measurements:

Provides friendly, professional, and personal service to all members.
Maintains a working knowledge of the credit union's products and services.
Conducts daily transactions with minimal errors.
Complies with all established policies and procedures.
Informs management of any suspicious activity ensuring compliance with established regulations.
Completes required annual BSA/AML training with a passing grade of 80% or higher. Completes required Red Flags Program requirements to include documentation of discrepancy resolution as needed.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Tyndall Federal Credit Union is an Equal Opportunity Employer. As an equal opportunity employer, Tyndall Federal Credit Union does not discriminate against any employee or candidate on the basis of age, race, gender identity, gender expression, genetic information, national origin, physical or mental disability, protected veteran status, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by all applicable federal, state, and local laws.
Requirements: Experience:

One month to twelve months of similar or related experience.

Education:

A high school education or GED.

Interpersonal Skills:

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:

Good communication skills. Able to type, use computer, credit union software, and general office equipment including 10-key calculator. Requires basic to intermediate knowledge of Microsoft Windows, Word, Outlook, and Excel.

Physical Requirements:

While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. The employee may occasionally be required to reach with hands and arms and move objects up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned is required.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.