Employment

Vault Teller

SUMMARY

Serves as a liaison between the member and the credit union by providing pleasant, accurate and expedient service. This position represents the primary image of the Credit union and therefore, the job must be performed in a pleasant, accurate, expedient and service-oriented manner.

This position receives and pays out money, and keeps record of the money and negotiable instruments involved in financial transactions by performing the following duties. Assists with training, directing, and development for the Teller personnel, as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITES

The essential duties and responsibilities of this position include the following. Other duties may be assigned.

• Prepare teller operations area for either opening operations in the morning, or closing operations at the end of day. (set lights, unlock/lock vault, prepare drive thru etc.).
• Receive checks and cash for deposit to share, checking, and other deposit accounts, verify deposit amount, examine checks for proper endorsements and negotiability, and enter transaction into credit union records.
• Cash checks and pay money from share, checking, and other deposit accounts, upon verification of signatures and member account balances. Inspect all documents to determine their negotiability.
• Issue cashier’s checks, teller checks, money orders, and maintain necessary documentation related to the sale of monetary instruments.
• Sell theme park tickets, stamps, etc. and assist with inventory documentation.
• Receive and process payments and payoffs for loans.
• Process member transfers, MasterCard advances/payments
• Prepare and issue temporary checks and process transactions received by mail and night drop as needed.
• Maintain sole custody of assigned cash drawer and monetary instruments, and is responsible for any outages that may occur.
• Accountable for all information pertaining to Reg CC, Bank Secrecy Act, and other regulatory requirements.
• Required to follow specific security procedures that pertain to cash control, fraud, robbery, and confidentiality.
• Process the closing of accounts for members using proper verification.
• Explain, promote, and cross-sell all products and services.
• Prepare cash order for department, take delivery and verify cash received. Verify and order cash from vault for distribution to individual tellers as needed. Maintain currency disbursement log.
• Replenish and balance the ATMs
• Must be able to lift 25+ pounds

OTHER DUTIES OF ALL EMPLOYEES

Promote a positive image of the Credit Union by representing the Credit Union to members in a courteous, professional manner at all times. Provide prompt, efficient and accurate service in processing transactions so that the result is member satisfaction.

• Arrive for work as scheduled so that service to members can begin promptly with established business hours: use break times responsibly by leaving and arriving as scheduled.
• Use sick and annual leave responsibly, always reporting sick leave or scheduled leave in advance.
• Promote teamwork by assisting others with work when needed or when own work is complete.
• Adhere to the credit union’s Code of Ethics regarding personal financial responsibilities and demonstrate conduct in a manner that does not bring discredit upon the credit union or its affiliates.
• Responsible to attain and maintain working knowledge of all appropriate credit union Policy and Procedural Manuals.
• Promote Texas Bridge Credit Union by attending and participating in various credit union industry and/or community-oriented meetings and other involvement opportunities when possible.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High School Diploma required: or one to two years related experience and/or training (teller experience in financial institution preferred); or equivalent combination of education and experience. Previous Credit Union experience also preferred. Strong computer skills and excellent communication and organizational skills required.