Job Abstract

As a Teller, you will be a vital member of our team, ensuring that every member interaction leaves a lasting positive impression. Your role will be crucial in creating a welcoming atmosphere and building long-lasting relationships with our valued members. You will be responsible for conducting various financial transactions with customers, ensuring accuracy, security, and outstanding service. This role requires a detail-oriented individual with effective communication skills, a customer-centric approach, and a commitment to upholding the highest standards in credit union operations. If you excel in providing a warm and positive customer experience, have strong interpersonal skills and have a keen eye for accuracy, we invite you to apply.

Schedule:

• Tuesday 11:15 AM - 5:15 PM
• Wednesday 11:30 AM - 3:30 PM
• Thursday 12:15 PM - 5:15 PM
• Friday 11:15 AM - 5:15 PM
• Saturday 10:15 AM - 1:15 PM

*Bilingual skills (English/Spanish) preferred

1. Manages lobby traffic. Engages with members by welcoming them with a warm friendly smile, pleasant demeanor, using their name, whenever possible and thanking them for their business. Energetically greets and interacts with members to proactively identify and address their needs.

2. Acts as member advocate and responds to member inquires; connects members with experts as needed for resolution to account service issues. Ensures a warm handoff for a seamless member experience.

3. Has working knowledge of all products and services offered by the credit union. Actively offers and cross-sells financial solutions, recommends appropriate products and services such as savings, checking, deposit accounts, convenience, retirement accounts, investment services (i.e., Insurance and Wealth Management) and loans. Connects members to the appropriate partner as necessary (ensures a smooth transition of member interaction(s) to video kiosk as needed).

4. Participates in branch development activities with branch management, community development and business development teams as needed.

5. Has deep understanding of online and digital banking channels. Assists with guidance and troubleshooting with remote and online services such as online banking access, mobile banking, remote deposit, bill pay, and debit card maintenance. Educates on alternative self-service channels (e.g., Online, Mobile, ATM, etc.) helps with self-service as needed.

6. Answers questions and refers issues requiring second level support to appropriate personnel. Ensures member understands next steps, follows up as required and matters are resolved to the members satisfaction.

7. Uses sound judgement and executes financial transactions in accordance with credit union policies and procedures while maintaining an acceptable record in daily balancing.

8. Completes other duties as assigned including assisting with coverage needs at other locations or departments as necessary (Member Care Center, Account Services, or other back-office departments).

To perform this job successfully, an individual must possess strong multi-tasking, customer service and communication skills. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• High school diploma or general education degree (GED)

• Minimum 6 months of sales or retail experience in fast-paced, customer service environment

Computer Skills

To perform this job successfully, an individual should have proficient skills navigating a PC and internet browser. The individual must have a basic working knowledge of Microsoft 365 products (Outlook, TEAMS, Word, Excel). The individual must have a working knowledge of smart phone and using APPs.

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with members 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.

Other Skills and Abilities

Must possess excellent written and oral communication skills and possess the ability to work independently to manage and follow-up on assigned tasks.

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, use hands to finger, handle, or feel and talk or hear.

• The team member is frequently required to walk and reach with hands and arms.

• The team member is frequently required to stand and walk.

• The team member must occasionally lift and/or move up to 50 pounds.

• Specific vision abilities required by this job include close vision.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the work environment is usually moderate.