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TITLE: FINANCIAL SERVICE SPECIALIST I (TELLER)

STATUS: NON-EXEMPT

DEPARTMENT:  MADISON BRANCH

REPORTS TO: ASSISTANT BRANCH MANAGER

PAY SCALE: $19.50 - $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.

All Tellers have a fixed schedule so it’s perfect for individuals wanting a work/life balance.  The 37/40-hour schedule is as follows:

Monday:              8:30 am - 5:30 pm

Tuesday:             8:30 am - 5:30 pm

Wednesday        8:30 am - 5:30 pm

Thursday            8:30 am - 5:30 pm (OFF if working Saturday)

Friday:                8:30 am - 5:30 pm or 9:30 am - 6:30 pm

Saturday             9:30 am - 2:30 pm (OFF if working Thursday)

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 Assistant Branch Manager 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, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more.

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