Vault Teller - Summerwood Branch Job at Texas Bay Area Credit U
Summerwood Branch
Position Summary
Essential Duties and Responsibilities
Physical Demands
Disclaimer
12310 W. Lake Houston Parkway Monday - Friday: 8:15 AM - 5:00 PM
Houston, TX 77044 Saturday (rotating): 8:30 AM - 1:00 PM
Position Summary
Perform routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Maintain cash vault and provide cash to Tellers as needed. Assist management with supervision of the Teller line. Participates in the Performance Reward Program in which minimum job expectations must be met as a requirement of the position. These duties may be performed at any credit union office as assigned.
Essential Duties and Responsibilities
- Provide prompt, courteous service to members. This includes greeting all members with eye contact and a smile during each transaction, thanking every member by name and the end of each transaction, and maintaining confidentiality concerning member accounts and credit union business.
- Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, and credit card payments.
- Balance cash drawer with system totals daily.
- Maintain security of cash drawer and teller number at all times.
- Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
- Process night drop deposits.
- Sell various merchandise items such as money orders, official checks, hunting and fishing licenses, etc.
- Admit members into Safe Deposit boxes according to set procedures. Open and close boxes according to procedures, if applicable.
- Order and verify all cash shipments (incoming and outgoing) to and from the Federal Reserve Bank. Disburse cash to Tellers daily and needed. Balance and secure vault change fund. Report any discrepancies and/or exceeded vault limits to the Branch Manager or AVP of Branches.
- Issue cash boxes to Tellers as needed according to credit union procedures. Maintain list of all cash boxes issued to Tellers.
- Help Teller to locate out of balance situations and to correct errors as they occur. Inform Manager of any unresolved out of balance situations. Make copies of Teller checks and assist Branch Manager in contacting member in regarding Teller errors.
- File CTRs and SARs electronically. Approve all forms and verify for accuracy.
- Ensure that cash box, bait money, merchandise, and alarm audits are completed.
- Maintain security of all keys to cash boxes, drawers, and branch doors.
- Maintain on-site ATMs: balance on-site ATM, replenish cash and supplies, verify and release ATM deposits daily, and order cash and supplies as needed.
- Maintain current knowledge of all TBCU products, policies, procedures, and promotions. Cross sell all credit union products and services to member.
- Actively promote credit union products and services by recognizing member needs and referring services and products. Maintain accurate records of all referrals and follow-up with members when necessary.
- Assist in training all new Teller hires and transferred employees within the branch on our policies and procedures. Provide feedback to Branch Manager and AVP of Branches on trainee’s progress.
Other duties
- Serve as backup to management and Parks and Wildlife Administrator when necessary.
- Play an active part in helping credit union teams function smoothly and efficiently. Stay alert to potential problems and propose changes to policies and programs.
- Perform other duties as assigned or required.
Required Knowledge and Abilities
- Ability to deal with numbers and details effectively.
- Must be able to cope with pressure resulting from a constant flow of members (either by phone or in person) and dealing with impatient, and at times, irate members.
- Working knowledge of financial products and services.
- Ability to analyze problems and do necessary research to resolve them.
- Ability to accurately and efficiently input and retrieve data from a computer.
- High School diploma.
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 position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices.
Disclaimer
The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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