Location: Philadelphia, PA 19134
Benefits: Healthcare, HSA, FSA, Dental,
Vision, Parking discount, EAP, Retirement Savings 403 (B) plan, PTO: 18 days
(new employee) & 24 days (after 2 years), Holidays 10 days, and Disability,
Life Insurance, Tuition Reimbursement, ESL classes, annual retention bonus.
Position Overview
The Teller works directly with members to meet financial
service needs through transaction processing. This role delivers excellent
customer service, ensures accurate transaction handling, resolves account
issues, promotes banking services, and performs administrative support for
Member Service Representatives and the Branch Manager—all while adhering to
credit union policies.
Role Impact
This position is vital to branch operations. Tellers build
member trust, support financial wellness, maintain operational accuracy and
compliance, and contribute to a positive branch environment.
Qualifications & Attributes
- Organized,
efficient, and conscientious - Approachable,
friendly, courteous, and customer-focused - Analytical
thinker with strong self‑motivation - Independent
self‑starter with strategic adaptability - Ethical,
goal‑oriented, and supports a learning mindset - Curious,
creative, and thrives in a fast-paced setting - Strong
self-awareness and supportive nature - Excellent
verbal and written communication - Bilingual
in English and Spanish
Responsibilities
1. Teller Obligations
- Prepare
cash drawer on time and secure it at end of shift - Process
in-person, mail-in, and phone transactions (deposits, withdrawals,
transfers, loan payments, fees, money orders) - Verify
funds availability and check endorsements - Balance
drawer, print reports, attach receipts, and research discrepancies - Report
large cash deposits as required
2. Administrative Support
- Greet
visitors and direct inquiries - Answer
inbound calls, take messages, and make outbound calls as needed - Generate
sales, transaction, and other operational reports - Assist
Branch Manager with sales support and business development - Open/distribute
mail and handle document scanning/uploading related to new accounts and
loans - Help
prepare and participate in tabling or community events - Maintain
a clean, organized workspace
3. Individual, Team & Company Participation
- Attend
quarterly coaching sessions and annual performance reviews - Participate
in departmental meetings, company updates, and special events - Complete
required training, surveys, and assessments
Skills
- Proficient
with Microsoft Office and cloud-based platforms (e.g., Microsoft 365) - Quick
to learn credit union software and databases - Exceptional
attention to detail and accuracy - Strong
written and verbal communication - Independent
problem-solving and analytical skills - Outstanding
customer-service ethos - Culturally
competent in working with diverse members - Fluent
in English and Spanish
Experience & Education
- 2–4
years of credit union or banking experience - 2–4
years of customer-service experience - High
school diploma or GED
Physical & Work Environment
- Regularly
required to stand, sit, talk, hear, and move around the office - Operate
standard office equipment; requires close vision and focused attention - Office
environment with moderate noise - Approximately
10% travel for meetings or events; valid driver’s license required
The
duties listed above are intended only as illustrations of the various types of
work that may be performed. The omission of specific statements of duties does
not exclude them from the position if the work is similar, related or a logical
assignment to the position. The team member profile does not constitute an
employment agreement between the employer and employee and is subject to change
by the employer as the needs of the employer and requirements of the job
change.
