Job Description

Salary: $16.23 per hour plus monthly incentives

POSITION PURPOSE

As a Teller with Heritage Financial, your main focus will be to provide outstanding service to our membership base. This includes assisting members with deposits, withdrawals, loan payments and more. You would act as a relationship manager to our members to help discover and identify their financial needs and refer products and services that can help them reach their goals. You take pride in your branch, making sure that your work station is clean, stocked and ready for any member interaction.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc.
2. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures.
3. Represent the Credit Union in a courteous and professional manner.
4. Cross-sell credit union products and services.
5. Process mail and night depository transactions.
6. Create new member packets as needed.
7. Ensure that teller station is properly stocked with forms, supplies etc.
8. Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc.
9. Assist Branch Supervisor/Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc.
10. Recommend changes, workflow, efficiencies and quality.
11. Meets or exceeds goals as outlined.
12. Performs additional duties as assigned.

PERFORMANCE MEASUREMENTS

Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor.

Requirements

QUALIFICATIONS

EDUCATION/CERTIFICATION: High School Diploma or GED plus two years customer service and cashier experience; or a comparable combination of education and experience.

EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office.

SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills.

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