CUETS Master Cards

'Part Time Teller Position

Job Posting

Part Time Teller Position


Position Title:


Teller


 


 


Department:


Financial Services


 


 


Reports to:


Financial Services Manager

 

I.        General Accountability and Purpose 

Reporting to the Financial Services Manager, the Teller provides exceptional service to members by meeting their cash related deposit and withdrawal needs. The role contributes to the credit union’s success by developing strong relationships with members and actively promoting and cross-selling deposit products and services. The Teller demonstrates Osoyoos Credit Union’s values of integrity, professionalism, accountability and co-operation through their work and interactions with OCU employees, members and the community.

 

II.        Responsibilities

Reporting to the Financial Services Manager, with guidance from the Senior Teller, the Teller is accountable for:

 

 A. Providing Exceptional Member Service  

  • Develops strong member relationships and recognizes member needs in order to promote and cross-sell deposit services

  • Communicates basic credit union product and service information in order to increase member awareness and generate referrals to other departments

  • Develops business by recognizing membership growth opportunities and actively promoting products and services and referring more complex requests for information and assistance to appropriate branch staff

  • Processes member transactions such as deposits, withdrawals, loan and utility payments, credit card advances, calculation of foreign and domestic exchange, cheque cashing and RRSP transactions

  • Maintains a cash balance according to established limits and security procedures

  • Promotes and processes the sale of Master Cards

  • Balances transactions, vouchers and cash on a daily basis

  •  Participates in the balancing of the ATM machine including the accurate count and verification of deposit items and reconciling ATM activities

  

 

 

 B. Sustaining Member Growth

 

 


  •  Cross sells products and fosters business development with a working knowledge of credit products and services; refers more complex member requests to the appropriate credit union staff


  •  Maintains up-to-date knowledge of credit union deposit services and products and relevant policies

  • Assists in ensuring that Osoyoos Credit Union is well maintained and offers a welcoming member experience

  • Other duties as assigned.

     

III.        Internal and External Contacts

The Teller works closely with members and demonstrates effective communication, negotiation, and good judgment in all interactions. The Teller represents the credit union as appropriate in his/her relationships with members, coworkers and community groups.  

 

IV.        Qualifications

Education and experience: 

High school education and 1-2 years of experience in a financial or retail sales and service environment, or an equivalent combination of education and experience. Knowledge of Osoyoos Credit Union’s deposit services and products.

 

Role Competencies:

  • Excellent communication and interpersonal skills with the ability to develop strong member relationships

  •  Working knowledge of credit union’s deposit products and policies

  • Working knowledge of the features and benefits of credit union products, services and member service procedures

  • Advanced attention to detail and ability to input numerical data accurately and efficiently into banking system

  • Demonstrated flexibility and adaptability in a fast paced environment

  • Ability to adhere to professional, regulatory and industry standards

  • Demonstrated ability to work collaboratively and interdependently with other roles to ensure member needs are delivered in a seamless manner

     

     

     

     

    Osoyoos Credit Union Leadership Competencies:   

  • Exceptional service: Provides an outstanding level of service to members which results in enthusiastic referral sources and lifelong clients who value the relationships and experience they receive at the credit union.

  • Integrity, professionalism, accountability: Demonstrates a commitment to OCU’s core values in their work and interactions with members, employees and the community. Demonstrates high professional standards; holds themselves and the credit union accountable for making principled decisions; accepts full responsibility for self and contribution as a team member.

  • Initiative: Identifies what needs to be done and takes action to achieve standard of excellence beyond job expectations; is a self-starter; contributes new ideas; looks for ways to add value to the credit union; recognizes and acts upon opportunities; focuses on achieving results.

  • Coaching: Provides timely guidance and feedback to help colleagues and peers strengthen knowledge and skills in order to provide exceptional service to members; provides instruction, positive models, and opportunities in order to help others develop skills; gives timely, appropriate feedback on performance; reinforces efforts and progress; establishes good interpersonal relationships by helping people feel valued, appreciated, and included in discussions.

  • Community involvement: Acts as a leader within the community and participates in various community events; looks for ways to support the community and serve both our members and those Credit Union members visiting our Community.

  • Communication and interpersonal skills: Communicates effectively and respectfully at all times by actively listening and sharing relevant information; applies strong negotiation and team building skills that result in effective working relationships.