Teller I

SUMMARY

Assist members with transactions in the lobby and Drive-Up window. Perform all teller

functions as needed. Ensure a high level of accuracy in all teller transactions.

Job Description

• Greet and welcome members to the credit union in a courteous, professional, and timely manner,

providing prompt, accurate, and efficient member transactions.

• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share

drafts/checks for proper endorsement, and enter deposits into computer records.

• Cash share drafts/checks and process withdrawals; pay out money after verification of signatures

and member balances.

• Assist with mail or email transactions, when available.
• Maintain an up-to-date comprehensive knowledge on all credit union products and services that

are handled 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.

• Promote, explain, and cross-sell other credit union services such as consumer and mortgage

loans, IRAs, certificates, safe deposit boxes, debit and credit cards, on-line and mobile banking.

• Receive mortgage, consumer loan, and other payments, and ensure the payments match balances

due. Enter payments into computer. Generate member receipts.

• Place hold on accounts for uncollected funds.
• Count, check, and package coins and currency.
• Balance cash drawer at the end of the shift and compare totaled amount to computer generated

proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as

necessary.

• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Report malfunctions of teller computers and other equipment used at the teller station.
• Check night depository bags and record proper information according to credit union procedures.
• Attend training and meetings as required.
• Work Saturday hours as needed.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The

requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable

accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma; Two or more years related experience and/or training; or equivalent combination of

education and experience.

LANGUAGE SKILLS

Ability to read and interpret documents such as procedure manuals, regulation changes, and operating and

maintenance instructions. Ability to write routine reports and correspondence. Ability to speak effectively

before groups of customers or employees of organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions

and decimals.

REASONING ABILITY

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.

Ability to deal with problems involving a few concrete variables in standardized situations.

CERTIFICATES, LICENSES, REGISTRATIONS

None.

PHYSICAL DEMANDS

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.

While performing the duties of this job, the employee is regularly required to stand or sit; use hands to finger,

handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. The

employee is occasionally required to climb or balance; or stoop, kneel, crouch or crawl. The employee must

occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close

vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while

performing the essential functions of this job. Reasonable accommodations may be made to enable individuals

with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

COMMENTS: This position description is intended to convey generally the duties of this job. It is not an allinclusive

listing of duties, and is not a contract, expressed or implied