Teller Service Representative

Summary

Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.

Essential Functions

• Create excellent service experiences that promote the Veridian brand.
• Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
• Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc.
• Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc.
• Actively cross-sell credit union services by providing information to current, new and potential members.
• Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member.
• Assist members over the phone.
• Consistently achieve established monthly and annual sales and service goals.
• Contributes to team effort by accomplishing related results as needed.
• Monitor necessary departmental files and reports, updating member information as required.
• Maintains member confidence and protects operations by keeping information confidential.
• Balance cash box per teller balancing procedures.

Key Attributes

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self-motivated; ability to work without close supervision.
• Problem solving; analysis.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment.

Travel

Limited travel expected.

Required Education And Experience

• High School Diploma.
• Relevant work experience in the area of customer service and/or cash handling.
• Math and clerical aptitude.
• Fluent computer skills in a Microsoft Windows environment.

Other Duties

Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

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 with or without notice.

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