Lead Teller, Credit Union jobs in United States
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Health Care Service Corporation · 20 hours ago

Lead Teller, Credit Union

Health Care Service Corporation is a purpose-driven company that invests in the professional development of its employees. The Lead Teller role involves providing effective service to Credit Union members, processing transactions, and managing accounts while ensuring compliance with banking regulations.

Health InsuranceInsurance
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Growth Opportunities
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Responsibilities

Provide a variety of services (e.g., cash and check transactions, membership enrollments and changes, bank checks, gift cards, stop payments, IRA’s, etc.) to Credit Union members in an effective manner
Perform all duties related to checking accounts, i.e., setting up accounts, ordering checks, ordering debit/ATM cards , assisting members with inquiries regarding checking account activities
Carry out activities necessary to conduct business each day (e.g., cash on hand, cash on hand transaction verification and balancing, error identification and correction, etc). Prepare bank deposit at close of day
Respond to internal and external inquiries concerning Credit Union matters (loan information, account information, verification, etc.)
Maintain all files examined annually by the State or Federal Examiner and Supervisory Committee
Communicate and interact effectively and professionally with co-workers, management, customers, etc
Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies
Maintain complete confidentiality of company business
Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested
Responsible for daily opening and/or closing of credit union office; control, operation, security and balancing of cash and checks; end of day processing and back-up reporting; ordering and verifying cash, filling teller cash orders, maintaining full vault/office security and balancing vault cash nightly
Assist tellers with overrides, approve member exceptions and authorize service fee refunds to members. Research, verify and correct employee errors
Completes requires CTRs/SARS are required under BSA
Responsible for records retention and forwarding to storage
Open and maintain new accounts ensuring appropriate documentation is obtained and processed correctly
Investigate teller differences and institute corrective flow of work
Handle phones, in-person, e-mail, on-line banking and written requests from members for transfer of shares to loan payments, share withdraws, check requests, debit card inquiries, and other requests received by members
Assure appropriate records are maintained
Maintain knowledge of state and federal regulations applicable to the new accounts and teller area
Actively participate in all credit union promotions
Perform teller cash drawer and vault audits
Train and cross-train tellers and member services representative in all phases of their particular job to ensure quality services to members

Qualification

BSA knowledgeDeposit operations knowledgePC proficiencyAnalytical skillsTime managementInterpersonal communicationTen-key experienceCall center experienceVelocity knowledgeShareTec knowledgeOrganizational skillsDetail oriented

Required

High School Diploma or G.E.D
3 years of direct experience in a bank or credit union
Knowledge with BSA (Bank Secrecy Act), OFAC (Office of Foreign Assets Control), money laundering and primary bank regulations
Knowledge of deposit operations and policies and procedures
PC proficiency to include Word, Excel, internet and Outlook
Strong organizational skills to include prioritizing tasks and meeting deadlines
Keen analytical skills to include troubleshooting and problem solving
Solid time management experience in meeting deadlines
Clear and concise interpersonal, verbal and written communication skills
Must be detail oriented and maintain an extremely high level of confidentiality

Preferred

Associates Degree in Finance or Accounting
Knowledge of Velocity or ShareTec systems
Experience in a call center environment
Ten-key / calculator experience

Company

Health Care Service Corporation

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Health Care Service Corporation is a customer-owned health insurance company.