Teller - Valley Credit Union
Billings, MT
About the Job
Description
_Valley Credit Union continues to grow and thrive!_ If you're seeking a fun, dynamic work environment with excellent company benefits, Valley is the place for you. Our strong culture is built around our Vision and Mission, and we expect all employees to embrace and uphold our Cultural Beliefs while holding others accountable to do the same.
VISION STATEMENT
Building relationships with people in our communities.
MISSION STATEMENT
Uniting to achieve your dreams.
Position Summary
The Teller provides high quality member service to Credit Union members. This position performs limited transactional duties to serve members by receiving or paying out funds with high degree of accuracy. The Teller maintains accurate transactional records in accordance with Credit Union policies and procedures. This position promotes and refers Credit Union services, as appropriate. This is a training level position whose objective is to learn all essential teller skills and product knowledge through training and observation.
Requirements
ESSENTIAL DUTIES
Develop basic knowledge of all Credit Union products and services that are handled or promoted by tellers.
Develop basic knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
Receive training and learn security procedures and all applicable regulations including Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Receive checks and cash for deposit to accounts. Receive mortgage, consumer loan, and other payments.
Cash checks within check cashing limit and guidelines and process withdrawals; pay out money after verification of signatures and member balances. Seek approval on checks or withdrawals over limits.
Perform any additional duties as assigned.
KNOWLEDGE, SKILLS, and ABILITIES
Ability to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Knowledge of word processing, spreadsheet, email software and use of the Internet. Must be proficient in Microsoft Office programs including Word and Excel.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to demonstrate high levels of accuracy and attention to detail.
Ability to deal calmly and professionally with diverse personalities and cultures at various levels within and outside of the organization.
Ability to read and follow various written and oral instructions. Ability to speak clearly and deliver information in a logical and understandable sequence.
Ability to communicate with others inside and/or outside the organization, generally regarding routine matters for the purpose of giving and obtaining information, as well as advising or referring.
Ability to establish priorities, set goals and meet deadlines in an accurate and efficient manner. Ability to effectively handle multiple, simultaneous, and changing priorities.
Ability to exercise courtesy, tact, and diplomacy. Ability to demonstrate highest levels of customer service and discretion when dealing with the public.
Summary
RESPONSIBILITIES & EXPECTATIONS
Demonstrate and consistently follow Valley's Cultural Beliefs:
+ Own It – accountable for work / achieving goals
+ Know It – knowledgeable of products and services to help members
+ Find a Way to Say YES – focus on what we can do
+ Come Together – work well with others / share knowledge
+ Community Servers – positive ambassador
+ Relationship Matters – develop and maintain positive relationships.
Know and understand the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct, and dress.
Maintain a professional image when working with members and coworkers.
Maintain current knowledge of all rules and regulations and perform at all times in compliance with laws and regulations relating to the position and Credit Union.
Develop a thorough knowledge of Valley’s products and services in order to explain and promote them to members and nonmembers based on their needs.
Maintain absolute integrity and high sense of ethical behavior, both on and off the job.
Serve as a representative of the Credit Union by participating in community and civic functions and professional organizations.
SERVICE STANDARDS
Create a positive and personal experience at each touch point.
+ Greet all members with a genuine smile.
+ Provide my member with fast and efficient service.
+ Be professional in all aspects of my service.
+ Ask my member what else I can do for them.
+ Stand up to greet my member and walk them into my office if applicable.
+ Shake my members hand, when appropriate.
+ Thank my member by name and walk them to the door, when appropriate.
Be knowledgeable so that I may provide solutions for members that exceed their expectations.
+ Learn our product and services so that I can educate our members.
+ Listen to the member and suggest products that would most benefit them.
Be a positive co-worker.
+ Help my co-workers whenever I can.
+ Be positive and provide encouragement.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SUPERVISORY RESPONSIBILITIES
This position does not have any supervisory responsibilities.
EDUCATION and/or EXPERIENCE
High school diploma or general education diploma (GED); one to three months related cash handling and/or retail sales experience.
Previous financial experience preferred.
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.
While performing the duties of this job, the employee is regularly required to sit and/or stand; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Able to routinely perform work on computer for an average of 6-8 hours per day, as necessary.
_Valley Credit Union continues to grow and thrive!_ If you're seeking a fun, dynamic work environment with excellent company benefits, Valley is the place for you. Our strong culture is built around our Vision and Mission, and we expect all employees to embrace and uphold our Cultural Beliefs while holding others accountable to do the same.
VISION STATEMENT
Building relationships with people in our communities.
MISSION STATEMENT
Uniting to achieve your dreams.
Position Summary
The Teller provides high quality member service to Credit Union members. This position performs limited transactional duties to serve members by receiving or paying out funds with high degree of accuracy. The Teller maintains accurate transactional records in accordance with Credit Union policies and procedures. This position promotes and refers Credit Union services, as appropriate. This is a training level position whose objective is to learn all essential teller skills and product knowledge through training and observation.
Requirements
ESSENTIAL DUTIES
Develop basic knowledge of all Credit Union products and services that are handled or promoted by tellers.
Develop basic knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
Receive training and learn security procedures and all applicable regulations including Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Receive checks and cash for deposit to accounts. Receive mortgage, consumer loan, and other payments.
Cash checks within check cashing limit and guidelines and process withdrawals; pay out money after verification of signatures and member balances. Seek approval on checks or withdrawals over limits.
Perform any additional duties as assigned.
KNOWLEDGE, SKILLS, and ABILITIES
Ability to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Knowledge of word processing, spreadsheet, email software and use of the Internet. Must be proficient in Microsoft Office programs including Word and Excel.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to demonstrate high levels of accuracy and attention to detail.
Ability to deal calmly and professionally with diverse personalities and cultures at various levels within and outside of the organization.
Ability to read and follow various written and oral instructions. Ability to speak clearly and deliver information in a logical and understandable sequence.
Ability to communicate with others inside and/or outside the organization, generally regarding routine matters for the purpose of giving and obtaining information, as well as advising or referring.
Ability to establish priorities, set goals and meet deadlines in an accurate and efficient manner. Ability to effectively handle multiple, simultaneous, and changing priorities.
Ability to exercise courtesy, tact, and diplomacy. Ability to demonstrate highest levels of customer service and discretion when dealing with the public.
Summary
RESPONSIBILITIES & EXPECTATIONS
Demonstrate and consistently follow Valley's Cultural Beliefs:
+ Own It – accountable for work / achieving goals
+ Know It – knowledgeable of products and services to help members
+ Find a Way to Say YES – focus on what we can do
+ Come Together – work well with others / share knowledge
+ Community Servers – positive ambassador
+ Relationship Matters – develop and maintain positive relationships.
Know and understand the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct, and dress.
Maintain a professional image when working with members and coworkers.
Maintain current knowledge of all rules and regulations and perform at all times in compliance with laws and regulations relating to the position and Credit Union.
Develop a thorough knowledge of Valley’s products and services in order to explain and promote them to members and nonmembers based on their needs.
Maintain absolute integrity and high sense of ethical behavior, both on and off the job.
Serve as a representative of the Credit Union by participating in community and civic functions and professional organizations.
SERVICE STANDARDS
Create a positive and personal experience at each touch point.
+ Greet all members with a genuine smile.
+ Provide my member with fast and efficient service.
+ Be professional in all aspects of my service.
+ Ask my member what else I can do for them.
+ Stand up to greet my member and walk them into my office if applicable.
+ Shake my members hand, when appropriate.
+ Thank my member by name and walk them to the door, when appropriate.
Be knowledgeable so that I may provide solutions for members that exceed their expectations.
+ Learn our product and services so that I can educate our members.
+ Listen to the member and suggest products that would most benefit them.
Be a positive co-worker.
+ Help my co-workers whenever I can.
+ Be positive and provide encouragement.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SUPERVISORY RESPONSIBILITIES
This position does not have any supervisory responsibilities.
EDUCATION and/or EXPERIENCE
High school diploma or general education diploma (GED); one to three months related cash handling and/or retail sales experience.
Previous financial experience preferred.
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.
While performing the duties of this job, the employee is regularly required to sit and/or stand; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Able to routinely perform work on computer for an average of 6-8 hours per day, as necessary.
Source : Valley Credit Union
