Coordinate and supervise the activities of subordinate workers engaged in receiving and paying out money and keeping records of transactions in the credit union by performing the following duties. Regularly support branch management.
Essential Duties and Responsibilities:
Assist with day-to day operating policies, procedures as well as branch openings and closings.
Assign duties and work schedules to subordinate staff to ensure efficient functioning of the teller line in accordance with guidelines and policies established by supervisory staff.
Receive and process checking and savings deposits and withdrawals; verify cash and endorsements and ensure validity of documents; review proper identification when appropriate; and issue receipts for transactions.
Project a positive and professional attitude.
Demonstrate exceptional “member service” to our members both in the branch and on the telephone with professionalism and courtesy, responding efficiently and knowledgeably within authority. Promote this practice within the branch.
Greet members with enthusiasm and stand while processing transaction.
Monitor daily cash limits in teller cash drawers.
Scan and verify branch checks through Check 21 system.
Assist tellers with daily cash balancing and to assure that the branches end of day settlement is accurate and complete.
Conduct monthly surprise audits of teller cash drawers.
Approve various types of checks for payment submitted by members.
Address member complaints.
Consolidate and balance daily transactions.
Count, record and audit currency in cash, cash machines, cash recyclers and ATM machines.
Manage and order branch cash needs through the CETO system.
Monitor and review credit union’s security procedures and control access to vault.
Oversee the flow of cash and negotiable instruments in accordance with credit union policy.
Train, educate and coach subordinate staff.
Perform all audits and maintain all required logs as instructed.
Perform personnel functions as outlined in the WFFCU policy manual.
Answer basic member inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
Perform teller duties as needed and ask discovery question to identify opportunities to cross-sell credit union products and services.
Monitor, educate and review regular teller cross sell referral programs.
Maintain a neat and orderly teller work area.
Promote overall BSA Compliance by adhering to all BSA and OFAC Regulations specific to job function and by assisting BSA Department as necessary with any departmental function specific items.
Will actively promote the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for Information Security topics, BSA, and GLBA; annual BSA training will be position specific. Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE ACT, Regulations B, C, D, E CC, DD, and Z as well as any training deemed necessary to promote adherence to applicable regulatory requirements.
Other duties may be assigned.
Supervisory Responsibilities:
Assist in the supervision of the overall direction, coordination, and evaluation of subordinates. Carry out supervisory responsibilities in accordance with the credit unions polices and applicable laws. Assist in training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Qualifications/Requirements:
Ability to read, analyze, and interpret written and oral instruction.
Ability to present information and respond to questions from members of management and credit union members.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Education/Training Experience:
Certification in the accounting field; One-year financial certificate from a college or technical school; two to four years of related experience and/or training; or equivalent combination of education and experience.
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
