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Teller- SWMI

Teller- SWMI
Tracking Code

Job Description

General Summary

The Teller is responsible for providing quality member service, accepting and accurately processing counter transactions and meeting established sales referral goals for Credit Union products.

Essential Functions, in Priority Order

1 Complete members' transactions at the teller window with accuracy, timeliness, courtesy, confidentiality and professionalism. Time: 40%

2 Meet established sales referral goals as assigned by Branch Manager. Time: 35%

3 Open and close the branch and perform general account maintenance.Maintain and balance cash drawer, operating cash dispense machine, buying and selling cash to the vault, verifying cash and keeping cash in an orderly manner. Time: 25%

Education and practice

High school diploma or equivalent.

Minimum of one year cash handling preferred

Minimum of one year customer service practice required.

Sales or referral practice with proven results.

Required expertise

Knowledge, expertise and Abilities

Honesty and integrity

Basic knowledge of math.

Working knowledge with ten-key calculator, computer keyboard and computer programs such as Microsoft Word, Outlook and Internet.

capability to interact with members in a positive, professional manner.

Strong belief in and commitment to quality customer service.

capability to enjoy dealing with a wide variety of people.

Knowledge of Credit Union products and services.

capability to engage members in conversations to increase product penetration.

Self motivated with demonstrated referral expertise.

Mental Requirements

capability to analyze member accounts to determine needs.

knowledge of banking regulations, Credit Union systems and procedures.

capability to work under pressure.

Proven problem-solving abilities.

capability to concentrate in a multi-task environment.

capability to maintain a positive attitude and professional image.

Capable of empathizing with members, being patient and caring.

Tools and Equipment Used

All available general office equipment as needed.

All available computer software and hardware as needed.

Cash dispense machine.

Drive-thru equipment.

Working Relationships/Contacts

Daily, personal contact with Credit Union members.

Daily, personal/written/phone contact with Credit Union staff.

Daily, personal/written/phone contact with Credit Union managers.

Physical Demands

Work involves standing for long periods of time and the need to have mobility all over the Credit Union. There is potential for eyestrain from reading the computer screen. Manual dexterity is critical when handling cash and working with Branch Services equipment. Increased workload during busy times may cause increased stress levels. capability to lift 50 pounds needed when lifting coin bags.

Working Conditions

Internal -- work is normally performed in climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of tasks. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.

External -- Some travel to branches may be required; however, information on environmental conditions is not available.


Branch Services is the primary and most direct line of contact for many Credit Union members. Therefore, having knowledgeable, efficient, professional front-line staff is critical to member satisfaction.

Job Location

Stevensville, Michigan, United States

Position Type


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Job Category: Other [ View All Other Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Indiana
Company Type Employer
Post Date: 12/07/2017 / Viewed 1 times
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