PT Teller

Description:

Who We Are

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Position Summary

The basic function of this position is to assist members with financial transactions, to include receiving and paying out cash and other negotiable instruments in accordance with CU procedures, and the Mission, Vision, Values and Pledge to our members.

Principle Accountabilities:

• Balances accurately within set teller balancing standards daily.
• Processes member cash/check transactions in person.
• Meets referral program requirements monthly.
• Uses impact statements and special greetings.
• Must have knowledge of CU products and services and recommend appropriately.
• Turns in referral sheet and balancing reports on time within set time frames.
• Makes member phone calls regularly.
• Maintains security of cash drawer and drawer keys at all times.
• Abides by drawer limits every day.
• Processes mail transactions.
• Promotes and protects the interests of the credit union at all times.
• Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
• Performs other duties as assigned.
• Supervises mortgage loan processor, coaching them personally in the efficient and effective performance of duties.

Our Commitment

At Trax Credit Union, we don’t just manage finances—we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.

Position Type/Expected hours of Work:

This is a full-time position of 25-29 hours weekly. May be scheduled any of the following hours of operation: Monday through Thursday 8:15 a.m. to 5:15 p.m., Friday 8:15 a.m. to 6:15 p.m. and occasional Saturdays 8:45 a.m. to 12:15 p.m.

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 stand or sit and use a keyboard (including repetitive motions with hands, fingers, arms); use hands to finger, handle or feel; reach with hands and arms; and talk and hear, to communicate effectively, and at times make decisions or judgments based on specialized knowledge. The employee is frequently required to stand, and occasionally required to walk, stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Vision may be corrected within normal range. The noise level in the work environment is usually quiet.

Disclaimer: This job description is not a complete statement of all duties and responsibilities comprising the position.

Requirements:

Qualifications:

Minimum of six months of customer service and cash handling experience, preferably in a financial institution

Minimum of six months of sales or cross-selling experience over the phone or in person

Knowledge of computers and some experience using word and excel

Experience working independently as well as in a team setting