ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.

1. Represents the Credit Union in a courteous and professional manner.

2. Processes check or cash deposits/withdrawals while adhering to our cash/check handling policy.

3. Processes cash advances, cashier’s checks, money orders, and government savings bonds, after verification of signatures and account review.

4. Assists with ATM and/or Night Drop processing.

5. Performs drive-up teller functions.

6. Operates cash dispense/recycler machines, if applicable.

7. Assists with processing end of day branch balancing tasks.

8. Utilizes calculator tape to verify and record transactions.

9. Processes transfers and payroll deduction.

10. Balances daily transactions and verifies cash totals.   Investigates and resolves out-of-balance conditions.

11. Processes ATM Card and Debit Card orders and maintenance.  

12. Processes check orders.  Process stop payments for checks.

13. Answers phone.

14. Assists with imaging and balancing checks.

15. Opens specified Savings Account products and Certificates of Deposit. 

16. Processes changes of name, addresses, and other account information, as needed.

Assumes responsibility for establishing and maintaining effective, professional business relations with members.

1. Ensures that members' requests and questions are promptly resolved.

2. Processes account change requests.  

3. Ensures that all members are informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information.

4. Maintains privacy of member account information.

5. Ensures that the Credit Union's quality reputation is maintained and projected.

Assumes responsibility for cross-selling and promoting Genisys products and services.

1. Shows support of the Credit Union’s goals and objectives

2. Proactively cross-sells Credit Union products and services.

3. Proactively calls and/or emails members using credit union lead lists to seek out sales opportunities. 

4. Maintains an individual scorecard with assigned sales goals.

5. Uses sales tracking program for selling opportunities. 

6. Follows up on referrals and past sales conversations with members/non-members regarding sales opportunities.

7. Uses sales tracking program to place service and sales calls.

8. Completes Monthly Sales Plans or Improvement Plans, when required.

9. Comes prepared for sales related meetings (i.e. one-on-one coaching sessions, weekly branch sales meetings, etc.)

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

1. Assists area personnel as required.

2. Keeps supervisor informed of area activities and of any significant problems or concerns.

3. Completes required reports and records accurately and promptly.

4. Attends meetings and training sessions as required.

5. Maintains positive working relationships with other team members and/or departments. Assists other team members, as needed, to achieve goals.

Assumes responsibility for related duties as required or assigned.

1. Ensures that work area is clean, well maintained, and secure.

2. Performs other duties that help support branch operations or sales, as assigned or directed by supervisor. 

3. Maintains and promotes an adequate productivity level while providing quality member service.