Part-time Engagement Specialist - Teller
About The Position
We are seeking an outgoing, friendly, and energetic individual to join our team as an Part-Time Engagement Specialist (Teller) at our Bluestone location. As the first point of contact for our members, you will play a critical role in creating meaningful connections and delivering an exceptional member experience. You will build strong relationships, proactively identify financial needs, and provide tailored solutions that promote financial well-being. Additionally, you will maintain comprehensive knowledge of our products and services, educating members on options that empower their financial success. You will also process transactions promptly and accurately while ensuring compliance with credit union policies and procedures. If you are enthusiastic about helping others, committed to community engagement, and ready to make a lasting impact, we invite you to join our team!
Requirements
- High school diploma or equivalent.
- Minimum of two years of experience in a customer service/sales focused role.
- Cash handling experience.
- Ability to communicate clearly and professionally, both verbally and in writing, with individuals at all levels of financial understanding.
- Demonstrated capability to manage multiple projects and competing priorities while delivering an exceptional member experience.
- Comfortable with continuous interactions with the public throughout the workday.
- Experience in, and comfortable with, deescalating issues with upset members.
- Intermediate to advanced user level experience with Microsoft Office suite including Word, PowerPoint, and Outlook.
Nice To Haves
- Previous financial experience preferred.
Responsibilities
- Serve as the primary point of contact for members, delivering an exceptional experience with every interaction.
- Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, payments, and transfers.
- Maintain comprehensive knowledge of credit union products and services; educate members on options that support their financial goals.
- Meet or exceed sales and service goals through active engagement and relationship-building.
- Promote financial wellness by providing guidance and resources to help members achieve financial success.
- Promote the credit unions values through professional representation and active participation in community engagement efforts.
Benefits
- Medical, dental and vision plan options
- Health Saving Account and Flexible Spending Account options
- 401(k) with competitive company match
- Paid time off, paid holidays, personal time, and paid volunteer time
- Development time and tuition reimbursement
- Company provided life insurance, short-term and long-term disability insurance
- Voluntary benefits including life, critical illness, accident, and hospital indemnity coverage
- Paid parental leave
- Discretionary, annual profit-sharing bonus
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
