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Job Overview

Hopewell Team members provide a variety of member service functions involving the receiving and/or disbursing of funds. (i.e. check or money order). Every day involves constant and direct dealing with credit union members and potential members, and requires the ability to accurately record information and communicate effectively. The teller processes transactions for members personally, over the telephone, and through the mail. Floating Tellers must have open availability Monday through Saturday. (Part-time 20-28 hours per week)

BASIC JOB DUTIES

1. Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
2. Greets members and processes financial transactions, personally, over the telephone or through the mail, including opening and closing accounts, disbursing cash, issuing checks, etc.
3. Responds to various members' inquiries regarding the status of accounts, account discrepancies, product and/or service offers, and assists members.
4. Maintains current documentation.
5. Assists other tellers when necessary.
6. Maintains and balances cash drawer.
7. Refers product and service recommendations to help members meet their financial goals.
8. Issues ATM and debit cards.
9. Prints starter checks. Orders and inputs check orders.
10. Retrieves voice mail messages and returns calls to members.
11. Operates drive-thru teller lanes and branch video teller system.
12. Processes stop payment requests..
13. Attends staff and department meetings.
14. Assumes responsibility for related duties as required or assigned.
15. Cross sells credit union products and services.
16. Ensures work area is clean, secure, and well maintained.
17. Responsible for compliance with all required regulations and policies, especially with all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations.

PERFORMANCE MEASUREMENTS

1. Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
2. Monies are balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained.
3. Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.
4. Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities.
5. Required reports and records are accurate, complete, and timely.
6. The Company's professional reputation is maintained and conveyed.

QUALIFICATIONS

EDUCATION/CERTIFICATION: High school diploma or general education degree (GED); plus six months' related experience and/or training; or equivalent combination of education and experience. Must obtain State of Ohio Notary Public certification.
REQUIRED KNOWLEDGE: Knowledge of Teller policies and procedures.
Basic understanding of Credit Union operations.
EXPERIENCE REQUIRED: Abilities generally acquired on the job in 12 months.

SKILLS/ABILITIES: Ability to operate customary office machines such as photocopier, fax, adding machine, typewriter, postage machine, check encoding machine, check writer, microfiche machine, and computer. Needs to have good keyboarding skills, good communication skills, and accuracy in their work.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY:

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.

MATHEMATICS ABILITY:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent.

LANGUAGE ABILITY:

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one on one and small group situations to members, potential members and other employees of the organization.