Careers

Role:

Serve the members of ALLIANCE Credit Union with professional, courteous service. Perform all teller functions proficiently. Solve basic member problems and/or help with member questions or work-related matters. Efficient handling of member needs and accurate transactions. Perform account maintenance. Maintain dual control standards.

Essential Functions & Responsibilities:

Welcomes members in a professional and courteous manner. Providing routine information concerning services and directs member to appropriate department for specific information and service. Must be able to handle basic questions and member needs and respond to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance. Tellers will have an active roll in participation in credit union promotions.

Provide general and specific service-related information concerning Credit Union services or policies and procedures. While, maintaining up-to-date and comprehensive knowledge on all Credit Union products and services offered by the Credit Union and on all related policies and procedures. Maintain a thorough knowledge of policies and procedures with particular attention to the Bank Secrecy Act, Patriot Act, Regulation CC, Robbery and Emergency procedures. Maintain knowledge of all State and Federal regulations that are applicable to the transactions performed in the teller area.

Responsible for meeting or exceeding referral objectives. Must maintain basic product knowledge of services offered by the Credit Union. Responsible for informing members of products that will enhance their ALLIANCE experience. Must be able to work with other departments to answer questions and refer members when necessary accurately and appropriately. Must learn what PFI means and why it is important. Must promote the Credit Union’s vision and mission statement.

Responsible auditing and compliance needs. Must insure compliance by completing all logs and monitoring individual cash limits, ensuring accuracy, completeness and compliance standards are met. Responsible for ensuring dual control standards are met at all times. Responsible for maintaining balancing standards and following all balancing policies and procedures. Complete CTRs effectively and efficiently. Report SAR activities to the BSA officer. Responsible for accurately performing opening and closing procedures and maintaining safety standards.

Maintain ongoing training and development. Must take a minimum of 2 training classes or educational classes per quarter to increase knowledge and understanding of the benefits of Credit Union membership and leadership. Must be actively meeting attendance measurements. Responsible for participating in and providing feedback in team meetings.

• Provide teller cash orders and sell excess cash while monitoring individual teller limits
•  Maintaining vault security and balancing individual transactions performed on RBGs and dispensers
• Provide teller functions such as balancing teller drawers and cash tapes.
• Close accounts pursuant to appropriate requests
• Order debit cards
• Participate in credit union promotions
• Promote, explain and cross-sell credit union services such as consumer and mortgage loans, IRAs, share certificates, debit and credit cards, on-line banking, mobile app features, gift cards and money orders
• Determine applicable holds on share drafts presented
• Ensure teller area is stocked with forms, supplies, etc.
• Order member checks
• Set up and maintain online banking
• Other duties as assigned

Performance Measurements:

1. Provide friendly, professional, personal service to all members and associates.
2. Balance your drawer daily, with no outages Maintain dual control.
3. Accurately post mail transactions to dual control log on a daily basis.
4. Troubleshoot and resolve customer and internal inquiries in a timely, friendly and accurate manner.
5. Proactively seek opportunities to identify appropriate products and services for the betterment of the member.
6. Accurately post transactions, having fewer than 3 unresolved posting errors in a 30 day period.
7. Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
8. Maintain a dependable record of attendance and timeliness.
9. Maintain a profession work environment and businesslike appearance.

Knowledge and Skills:

Experience: Cash handling experience is preferred but is not required.

Education: A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.

Other Skills: Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names. Ability to operate desk top computer, associated peripheral equipment, and Credit Union software programs. Ability to deal with standardized situations applying common sense understanding to carry out simple instructions

Physical Requirements: The Physical demands described here are representative of those that must be met by an employee to successfully perform the essential function 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 use hands to finger handle or feel: reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee is occasionally required to sit, stoop, and/or kneel. The employee must occasionally lift and /or move up to 10 pounds.

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 job is performed in that of a “typical” office environment where the noise is sometimes moderate, and the temperature is maintained throughout the year.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Hours range from 20-29 hours per week

Summary/Objective: 

Process transactions and assist members with inquiries/requests.

Responsibilities:

• Deliver outstanding service to both internal and external members.
• Maintain current knowledge of all Credit Union products.
• Greet members promptly and professionally.
• Process transactions in an accurate, timely, and courteous manner.
• Assist members with account problems and provide information as requested.
• Process all required documentation.
• Assure proper maintenance, cleanliness and security of work area, cash drawer, desks, equipment, etc.
• Comply with the policies and procedures of ALLIANCE Credit Union.
• Comply with privacy issues and requirements.
• Complete training annually as assigned.
• Comply with all applicable laws, rules, regulations, policies and business practices established by Credit Union management.
• Perform teller duties as assigned.

Requirements:

• Junior or Senior Undergraduate student or graduate student who is currently enrolled and is majoring in relevant course of study related to the financial/Business industry.
• Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as representative for the Credit Union.
• Some cash handling and/or customer service experience preferred.
• Intermediate mathematical skill required (calculations and concepts involving decimals, percentages, fractions, etc.).

Work Environment/Physical Demands:

• Will be required to work at all ALLIANCE locations
• Days of operation are Monday-Saturday. Hours vary by location.
• Works in a typical administrative setting with climate control and appropriate lighting.
• Work requires sitting and frequent standing, as well as lifting and carrying up to 35 pounds when moving coin and cash drawer.

Other Duties:

Perform other duties as assigned. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time or without notice.

Qualified applicants must pass a background check, drug screening and credit check to be eligible for employment.

ALLIANCE Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.