Lead Teller

TRUSTONE FINANCIAL CREDIT UNION•Cudahy, WI

5h•Onsite

About The Position

TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members’ financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota’s second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being. The Lead Teller will welcome members into the branch and provide friendly, helpful service that promotes financial well-being and consistently sets a positive example. This role involves initiating and opening new memberships and accounts, providing information on regulations and policies, and promoting, selling, and referring TruStone products and services. The Lead Teller will also expertly process a variety of routine financial inquiries, transactions, and service requests, and train branch staff on these activities. They are responsible for meeting established Credit Union and Branch goals through active participation in sales programs and ensuring Tellers perform their jobs in conformance with TruStone process and procedure.

Requirements

Availability to work 40 hours per week Monday through Friday between the hours of 8:15am – 5:45pm and rotating Saturdays 8:45am – 1:15pm at our Cudahy Branch; non-exempt.
High school diploma or equivalent.
Two years of cash handling experience or experience serving customers.
Strong interpersonal skills, a positive attitude, and a desire to help people.
Effective verbal and written communication and training skills.
Excellent problem-solving skills.
Good decision-making skills and judgement.
Ability to perform calculations and possess proficiency in basic math skills.
Ability to organize and prioritize work and maintain accurate records.
A professional and friendly appearance and demeanor.
Compliance with Bank Secrecy Act and all its provisions.
Ability to pass all pre-employment drug test and various background checks.
Regular and reliable attendance at the workplace.

Nice To Haves

Knowledge of banking and/or credit union regulations preferred.
Experience training others, preferred.

Responsibilities

Welcome members into the branch and provide friendly, helpful service that promotes financial well-being and consistently sets a positive example.
Initiate and open new memberships and accounts while providing appropriate information on regulations and policies.
Promote, sell and refer TruStone products and services while expertly processing a variety of routine financial inquiries, transactions and service requests, and train these activities to branch staff.
Responsible for meeting established Credit Union and Branch goals through active participation in sales programs.
Ensure Tellers are performing their jobs in conformance with TruStone process and procedure.

Benefits

Competitive pay and incentive programs for all positions.
Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
Affordable dental and vision insurance coverage.
Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
10+ paid holidays each year.
Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
Employer-paid Short Term and Long Term Disability benefits.
Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
Special employee discounts when you join TruStone Financial as a credit union member.
Employee activities, events, discounts, and many other great benefits and perks!