North Shore Schedule

Pasadena Schedule

Primary Job Function

In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Vault Teller is responsible for assisting management with supervision of the Teller line, maintaining the cash vault, and ITM/ATM.

Essential Duties and Responsibilities

• Assist in the training and development of all new hires and transferred employees within the branch on our policies and procedures.
• Assist management team in maintaining a sales by service approach to achieving branch growth and profitability goals, branch operations, satisfactory audits, security, problem resolution, and communication.
• Order and verify all cash shipments (incoming and outgoing) to and from the Federal Reserve Bank under dual control. Disburse cash to Tellers daily as needed. Balance and secure vault change fund. Report any discrepancies and/or exceeded vault limits to the Branch Manager or AVP of Branches.
• Issue cash boxes to Tellers as needed according to credit union procedures. Maintain list of all cash boxes issued to Tellers
• Help Teller to locate out of balance situations and to correct errors as they occur. Inform Manager of any unresolved out of balance situations. Make copies of Teller checks and assist Branch Manager in contacting member in regarding Teller errors.
• File CTRs and SARs electronically. Approve all forms and verify for accuracy.
• Ensure that cash box, bait money, merchandise, and alarm audits are completed.
• Maintain security of all keys to cash boxes, drawers, and branch doors.
• Maintain on-site ITMs/ATMs by balancing, verifying and releasing deposits daily, and ordering cash and supplies as needed.
• Ensure that Teller line provides prompt, courteous service to members. This includes greeting all members with eye contact and a smile during each transaction, thanking every member by name at the end of each transaction, and maintaining confidentiality concerning member accounts.
• Help Teller to locate out of balance situations and to correct errors as they occur. Inform Manager of any unresolved out of balance situations. Make copies of Teller checks and assist Branch Manager in contacting member in regarding Teller errors.
• Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
• Balance cash drawer with system totals daily.
• Maintain security of cash drawer and teller number at all times.
• Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
• Sell various merchandise items such as money orders, official checks, etc.
• Admit members into Safe Deposit Box according to set procedures, if applicable.
• Maintain a working knowledge of all TBCU products, services, and promotions.
• Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
• Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
• Participates in the Performance Reward Program.

Other Duties and Responsibilities

• Play an active part in helping credit union teams function smoothly and efficiently.
• Stay alert to potential problems and propose changes to policies and programs.
• Back-up other coworkers as needed.
• Perform other duties as assigned or needed.
• As an employee of a “Essential Business” (as defined by Texas’s Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.

• A high school education or GED
• One year to three years of similar or related experience
• One year of leadership experience preferred
• Completion of required training courses
• Proficient in MS Office and computer skills

• 
  Motivational skills
• Attention to detail and strong organizational skills
• Analytical, problem resolution, and decision-making skills
• Strong verbal and non-verbal communication skills
• Must be self-motivated and a quick learner
• Must be able to multi task and work well in a fast-paced environment
• Excellent member service skills
• Demonstrate all Texas Bay Core Values
• Demonstrate the ability to maintain confidentiality and exercise discretion

The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.