Job Description

Job Description

Job Description

TITLE:  FINANCIAL SERVICE SPECIALIST I (TELLER)

DEPARTMENT: MADISON BRANCH

REPORTS TO:  BRANCH LEAD

PAY SCALE: $20.00 - $22.00 PER HOUR

Sacramento Credit Union is seeking candidates who enjoy being of service to customers, possess excellent communication skills and have the ability to cross-sell products and services for our Financial Service Specialist I (Teller) position at our Madison branch. Individuals who derive satisfaction and accomplishment from assisting others would be successful in our environment. 

The Teller position typically works a 37/40-hour schedule, though hours may vary occasionally depending on branch and business needs. The typical schedule is as follows:

Monday           8:15 am - 5:15 pm

Tuesday          8:15 am - 5:15 pm (Off when working Saturday)

Wednesday      8:15 am - 5:15 pm

Thursday         8:15 am - 5:15 pm

Friday               8:30 am - 5:30 pm or 9:15 am - 6:15 pm (Rotating)

Saturday          9:15 am - 2:15 pm (Off when working Tuesday)

Sunday            Off

RESPONSIBILITIES INCLUDE:

• Greet and welcome members to the credit union in a courteous, professional, and timely manner.
• Processes member transactions such as deposits, withdrawals, cash checks, transfers, loan payments, issue cashier’s checks, and other transactions.
• Issues new ATM/VISA check cards for members and assists with PIN updates.
• Assists with daily operational tasks such as opening and closing duties and working in dual control.
• Informs, educates and cross sells current products and services to members and refers members to designated staff for assistance.
• Achieves referral goals as directed by Branch Lead or Branch Manager.
• Examine share draft/checks for proper endorsement and placing the proper holds.
• Sets up periodic payments and assists members with completion of payroll deduction and direct deposit.
• Balances ATM and processes night-drop deposit transactions.
• Balance cash drawer at end of shift and compare total amount to the CORE. Research and resolve discrepancies. Report any discrepancies to management, as necessary.
• Assist in loading cash into TCRs and posts replenishments.
• Processes stop payments, wire request, affidavit of unauthorized use of VISA debit and credit cards, updates member status, changes to name, address, and other pertinent information.
• Open and close sub shares on accounts. Processes account closure requests, attempts to prevent account closure, if possible.
• Completes daily duties such as check scanning, closing out cash advance terminal. Scans all necessary documentation.
• Enroll members in online and mobile banking.
• Identifies and reports fraudulent activity to management in accordance with current procedures to prevent potential loss to the credit union.
• Maintain knowledge of all credit union products and services that are handled or promoted by FSSs.
• Maintain knowledge and adhere to all SCU’s policies and procedures, rules, and regulations for the FSS area, including robbery, Bank Secrecy Act and Money Laundering policies and procedures.
• Assist at other branches, as needed.
• Participates in community and business development events to increase brand awareness and drive new business.
• Maintains effective communication and working relationships with all members and co-workers.
• Adheres to SCU’s Dress Guidelines.
• Maintains good attendance record.
• Performs other related duties as assigned.

MINIMUM QUALIFICATIONS:

• High School Diploma or G.E.D. and related work experience normally obtained in a member service and cash handling position.
• Demonstrated ability to improve our members’ financial well-being via timely and relevant cross-sells.
• Ability to perform accurate math calculations and maintain records.
• Ability to perform accurate cash transactions.
• Ability to accurately use keyboard at speed required for successful job performance.
• Ability to communicate effectively and maintain effective working relationships.
• Demonstrated member service skills.
• Maintains good attendance record.

PHYSICAL DEMANDS:

Employees may experience the following physical demands for extended periods of time:

• Prolonged standing throughout the workday. A teller stool is provided.
• View computer screen for extended periods, up to 90% of the time.
• Keyboarding majority of day, up to 90% of the time.
• Bend/stoop to lift cash drawer up to 30 pounds, up to 10% of the time.

Our excellent benefits package includes medical/dental/vision insurance, Paid Sick Leave, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more.

It is Sacramento Credit Union’s policy to hire well-qualified people.  An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.  

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Job Tags

Hourly pay, Temporary work, Work experience placement, Shift work, Night shift

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