Job Description

The Teller position is responsible for delivering superior and efficient service to members of the credit union who interact with the credit union through our branch locations. This person will serve as the face of the credit union and must have a general understanding of credit union processes, products and services. While the primary role of this individual will be to process transactions, this person will also educate members of the credit union about all available service channels for our members. Referrals to other branch employee(s) or departments in the credit union are also a responsibility of this position. This will all be done while meeting or exceeding the set service standards in the branch.

Process member transactions in an accurate, efficient, and timely manner. Transactions for members include basic servicing of accounts, processing of deposits and withdrawals, accepting loan payments, cashing checks, etc.

Daily balancing of cash drawers and correcting any discrepancies found.

Provide information and referrals to members seeking other services including, but not limited to, new accounts, lending, insurance, and investments.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Requirements

Experience

A minimum of one year up to three years of similar or related experience, including preparatory experience. Previous cash handling experience preferred. Previous experience in a customer service environment preferred.

Education/Certifications/Licenses

A high school degree or equivalent A high school degree or equivalent

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.

Other Skills

• Ability to communicate courteously and professionally

• Computer skills with the ability to handle extensive data entry in an accurate/timely manner

• Microsoft Office, specifically a working knowledge of Word, Outlook, and Excel preferred

• Professional and courteous communication skills – both written and oral

• Strong knowledge of customer service skills

ADA Requirements/Physical Requirements

Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs on occasion. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to stand for long periods of time. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Benefits

Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $4,000 per year in tuition reimbursement.

Smart Financial Credit Union was ranked as Houston's Best Places to Work! Five consecutive years in a row!
Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015.

Smart Financial Credit Union was ranked USA Top Workplaces (National Award)!
Source: Houston Chronicle - 2021

Smart Financial Credit Union was ranked Top Workplaces (Regional Award)! Six consecutive years in a row!
Source: Houston Chronicle - 2016, 2017, 2019, 2020, 2021, 2022, 2023 and 2024

Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row!
Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017

*** Applicants must submit a resume in order to be considered for the position.

Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community.

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