Job Summary:
The Teller/Office Assistant serves as a welcoming and professional representative of the credit union, providing excellent member service while supporting daily teller transactions and administrative operations. This position assists members with their financial needs, maintains accurate records, and performs general office duties to ensure efficient credit union operations.
Essential Duties and Responsibilities:
- Provide friendly, professional, and efficient member service while accurately processing daily teller transactions.
- Balance cash drawer and maintain accurate transaction records.
- Assist members with inquiries regarding credit union products, services, and accounts.
- Perform general administrative duties, including filing, scanning, correspondence, and recordkeeping.
- Assist with new account and loan documentation, payment processing, and other daily office operations.
- Support accounting functions, including accounts payable and general ledger reconciliations.
- Maintain confidentiality of member information and comply with credit union policies, procedures, and applicable regulations.
- Assist with opening and closing procedures, maintain a clean and organized work environment, and perform other duties as assigned.
Preferred Qualifications:
- Excellent customer service and communication skills.
- Strong organizational skills and attention to detail.
- Experience with Microsoft Office and other computer applications.
- Ability to take initiative and work independently while contributing as part of a small team.
- Previous cash handling and customer service experience preferred.
Working Conditions:
- Position is on-site.
- Routinely perform work indoors in climate-controlled shared work area with a moderate to high level of noise.
- Understands that there is exposure to second-hand smoke.
- Requires prolonged periods of sitting, standing, and working at a computer.
- Must be able to lift and carry up to 20 pounds occasionally.
- Requires frequent interaction with members, coworkers, and the public.
- Must be able to perform duties accurately while managing multiple tasks and interruptions.
- Requires the ability to handle confidential information and work in a secure financial institution environment.
- Regular and dependable attendance during established business hours is required.