Financial Service Rep I (Teller)

Excite Credit Union•San Jose, CA

13h

About The Position

Under the direction of the Financial Center Team Leader and/or Assistant Financial Center Team Leader, the Financial Service Representative provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. Actively promotes and advises on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform his/her job duties accurately, efficiently and with the highest degree of integrity. Reasonable accommodations may be made to enable individuals with disabilities.

Requirements

High school diploma or equivalent
Minimum 1 year customer-facing experience in a retail environment
Experience working in positions with sales/referral goals (team & individual)
Previous cash handling experience
Demonstrated ability to be fiscally responsible

Nice To Haves

Previous financial industry experience
Bi-lingual skills (English/Spanish)

Responsibilities

Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties.
Actively supports the Purpose, Values and Strategic Plan of Excite Credit Union.
Takes responsibility for individual career development and training and seeks opportunities to learn new skills to further enhance job knowledge. Completes assigned self-study courses in a timely manner.
Actively participates in team meetings.
Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions.
Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures.
Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift.
Takes personal responsibility for every service outcome.
Answers basic questions from members and effectively communicates the credit union’s products, services and membership requirements.
Handles all negotiable items, such as cashier’s checks, money orders, gift cards and temporary checks, in an accurate and efficient manner.
Redeems US Savings Bonds.
Performs financial center opening and closing duties as assigned.
Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals.
Makes effective referrals to other specialists when appropriate.
Uses effective communication skills to learn about each member and builds relationships.
Actively seeks to uncover “unexpressed” member needs during each interaction.
Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union.
Ensures follow-up commitments are met.