Floating Universal Teller
About The Position
Community Trust Credit Union (CTCU) is looking for a Floating Universal Teller to support our Grayslake, Lake Villa, Grand Hunt, and Gurnee branches! The Floating Universal Teller is responsible for delivering exceptional service to members by managing financial transactions, including cash and negotiable instruments, and assisting with a wide range of credit union products and services. Focus on building strong relationships, enhancing member loyalty, and increasing wallet share. Assist members and potential members with their financial needs, including setting up new memberships, explaining services, supporting lending activities, resolving issues, and directing members to the appropriate resources. Accurately handle financial transactions such as deposits, withdrawals, check cashing, and loan payments. Issue money orders, redeem savings bonds, and process wire transfer requests. Transfer funds between member accounts as instructed, ensuring adherence to credit union service standards. Balance cash drawer, negotiables, and daily transactions. Fill orders for currency and coins, and count and record cash deposits in credit union vault. Welcome members and answers member phone calls; ability to speak with members in an informative, knowledgeable, and helpful manner about CTCU products and services. Provide essential member services, including opening new memberships and managing account ownership changes, and addressing account issues. Corresponds with or interviews loan applicants on all consumer loan products: prepares necessary documents for approval and processes approved loan documents for disbursement/filing, ensuring they are in compliance with credit union policies and legal requirements. Responsibilities also include, but are not limited to, processing stop payments, check orders, address changes, and troubleshooting app-related concerns. Serve as a Notary Public. Cross-sell credit union products and services to members.
Requirements
- 12 months or more of similar or related experience (credit union or bank).
- Able to communicate effectively via multiple channels (for example, in person, phone, written via email/chat, and video).
- Ability to provide top-notch service with every member interaction, including the ability to communicate promotions effectively.
- Ability to navigate/operate a PC in a Windows-based system with ease.
- A high school education or GED.
Nice To Haves
- Previous sales experience and proven success in this environment.
Responsibilities
- Delivering exceptional service to members by managing financial transactions, including cash and negotiable instruments, and assisting with a wide range of credit union products and services.
- Focus on building strong relationships, enhancing member loyalty, and increasing wallet share.
- Assist members and potential members with their financial needs, including setting up new memberships, explaining services, supporting lending activities, resolving issues, and directing members to the appropriate resources.
- Accurately handle financial transactions such as deposits, withdrawals, check cashing, and loan payments.
- Issue money orders, redeem savings bonds, and process wire transfer requests.
- Transfer funds between member accounts as instructed, ensuring adherence to credit union service standards.
- Balance cash drawer, negotiables, and daily transactions.
- Fill orders for currency and coins, and count and record cash deposits in credit union vault.
- Welcome members and answers member phone calls; ability to speak with members in an informative, knowledgeable, and helpful manner about CTCU products and services.
- Provide essential member services, including opening new memberships and managing account ownership changes, and addressing account issues.
- Corresponds with or interviews loan applicants on all consumer loan products: prepares necessary documents for approval and processes approved loan documents for disbursement/filing, ensuring they are in compliance with credit union policies and legal requirements.
- Processing stop payments, check orders, address changes, and troubleshooting app-related concerns.
- Serve as a Notary Public.
- Cross-sell credit union products and services to members.
Benefits
- Paid Time Off
- Generous Paid Time Off
- Health Time
- Personal/Birthday Day each year - eligible after first year of employment
- Bereavement Time
- Health/Medical - Eligible first of the month following one full month of employment
- Medical insurance with HMO and PPO plans to choose from
- Dental and Vision insurance
- Flexible Spending Account
- Short and long-term disability insurance, life, and AD&D insurance
- Tuition Reimbursement - eligible after one full year of employment
- 401(k) Retirement Savings Plan - eligible to participate in after one full month of employment.
- Matching Contributions after 1000 hours of service, 21 years of age, and six months of employment.
- Safe Harbor contributions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
