Part Time Financial Manager Jobs in Appleton, WI

Job Title: Teller - Part Time

Department: Tellers

Immediate Supervisor: Tellers Manager

Job Summary:

The Teller performs routine member transactions, including, deposits, withdrawals, cash advances, loan payments, transfers, and check cashing with a high degree of accuracy. Maintain accurate transactional records while providing exceptional service to all members. The ideal candidate will be outgoing with outstanding communication skills, the ability to multi-task, and a passion for helping others!

The hiring hourly wage for this position starts at $18.00 per hour. Pay is commensurate with experience. Premium Pay for hours worked on Saturday.

Essential Duties and Responsibilities:

• Professional, well-developed interpersonal skills necessary for serving credit union members and projecting a positive image as a representative of the credit union.
• Greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member transactions
• Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handles or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller area, including robbery procedures
• Examine checks for endorsements and to verify other information such as dates, financial institution names, identification of the person receiving payment and the legality of the document
• Provide members with account status, including current balances and loan payoffs
• Promote, explain and cross-sell all products and services offered by the credit union
• Receive payments and ensure the payments match balances due. Enter payments into computer. Generate member receipts
• Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance
• Provide routine information on credit union services and policies including eligibility for membership, types of credit union accounts, current dividend rates, locations, office hours, and telephone numbers
• Count currency, coins and checks received, by hand or using currency-counting machines
• Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research discrepancies. Report any discrepancies to the supervisor as necessary.
• Report malfunctions of teller computer and other equipment used at the teller station. Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Process depository bags and record proper information according to credit union procedures
• Issue personal money orders and cashier's checks, VISA travel card and gift cards and redeem U.S. Savings bonds,
• Perform all duties in accordance with the credit union's service standards, operations policies, and procedures, and in compliance with applicable state and federal laws and regulations.
• Identify reportable transactions and activities under the Bank Secrecy Act (BSA), its implementing regulations, and Unison's Anti-Money Laundering program. Comply with requirements under Unison's Member (Customer) Identification Program (CIP), FinCEN 314a procedures, and OFAC regulations and sanction programs

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Qualifications:

• Professional, well-developed interpersonal skills necessary for assisting credit union members and projecting a positive image as a representative of the credit union
• Experience in the teller and/or member service area of a credit union or financial institution is preferred as well as previous customer service and cash-handling experience
• Effective oral communication skills to converse with members in person and over the telephone in a pleasant, friendly, and courteous manner.
• Attention to detail and good organizational skills are a must
• Ability to perform duties and make decisions under sometimes stressful situations
• Basic computer skills are required
• Strong math skills - Ability to add, subtract, multiple, or divide quickly and accurately.
• Core Values that include: Integrity, Honesty, and Confidentiality

Education and Experience:

• High school diploma or equivalent

Full-Time Benefits:

• Health, Dental and Vision Insurance
• Life Insurance and Short & Long-Term Disability
• Voluntary Life and Dependent Life Insurance
• Retirement Plan - Generous Profit Sharing along with 401(k) and Roth options.
• PTO/Vacation/Holiday Pay
• Employee Assistance Program

Physical and Mental Demands:

While performing the duties of this job, the employee is frequently required to use a keyboard to enter text or data into a computer or other machine by means of a keyboard. Specific hearing abilities required by this job include the ability to hear, interpret, and understand speech and/or other sounds to assist our credit union members. Specific vision abilities required by this job include the ability to see details at close range most often from a computer screen. This position requires manual dexterity, occasionally lift and/or move up to 25 lbs., bending, stooping, and standing for extended periods of time. The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.

Working Environment:

Work is performed in an indoor office environment. This position uses standard office equipment, such as but not limited to, computers, check scanner, coin counter, TCR - Teller Cash Recycler, Drive-thru canister equipment, phones, photocopiers, filing cabinets, and fax machines. The noise level in the work environment is moderate. The work characteristics described here are representative of those individual encounters while performing the essential functions of this position.

Position Type/Expected Hours of Work:

Part-time (Approx. 29.9 hours/week). Schedule consist of working a variety of Unison Credit Union's hours.

Disclaimer:

The above information on this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Unison Credit Union retains the discretion to add duties or change the duties of this position at any time.

Equal Opportunity Employer

Unison Credit Union is an equal opportunity employer. We are dedicated to a policy of non-discrimination in employment on any basis including race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, veteran status, or any other characteristic protected by state or federal law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.

Background Check Disclaimer

All applicants who are offer employment with the Company will be subject to a background investigation. Offers of employment are contingent of the successful completion of a background check in accordance with the Company's polices and all applicable laws.