POSITION OVERVIEW

The primary function of a Teller is to provide quality member service while processing member transactions accurately and in a timely efficient manner. Exhibit knowledge in Branch Operational Procedures and promote relationships by referring and selling financial products and services that best suit our members’ needs.

QUALIFICATIONS

Education/Experience: An equivalent combination of the following:

• High School Diploma/Equivalency required.
• Minimum six months’ cash handling experience.
• Prior sales experience preferred.

SKILLS

• Strong math and keyboarding skills required.
• Effective communication skills, including listening skills.
• Excellent interpersonal skills.
• Proficient sales skills, with the ability to recognize opportunities that meet member needs.
• Ability to build member relationships and promote member loyalty.

• Represent the Credit Union with a positive, courteous, enthusiastic and professional attitude towards all members, colleagues, management, board members and outside vendors.
• Responsible for performing transactions accurately and efficiently via phone and in person.
• Responsible for balancing daily work.
• Answer inbound teller-line member support phones and process telephone requests.
• Consistently make appropriate and timely suggestions/referrals of products and services to members.
• Make quality referrals to Member Service Specialists for thorough review of features and benefits of products and services.
• Make quality referrals to the Summit Retirement and Investment Services department.
• Meet sales goals as determined by management using CML.
• Adhere to credit union policies and departmental/branch procedures.
• Update and document information learned about members in Contact Event Manager.