Roaming Teller I

CapEd Credit Union • Eagle, ID

13d • Hybrid

About The Position

The Roaming Teller performs activities such as processing transactions, handling cash and cross selling and referring Credit Union products and services. Provides prompt, professional and courteous service.

Requirements

• Six months to twelve months of similar or related experience.
• A high school education or GED.
• Brand Promise and Values: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We are respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions.
• Building Member Loyalty: Effectively meeting member needs; building productive member relationships; taking responsibility for member satisfaction and loyalty.
• Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service or idea from prospects and clients.
• Follow Up: Establishing procedures to monitor the results of delegations, assignments, or projects; taking into consideration the skills, knowledge, and experience of the assigned individual and characteristics of the assignment or project.
• Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals.
• Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
• Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application.
• Adaptability: Effectively adjusting readily to different conditions and situations.
• Energy: Consistently maintaining high levels of activity or productivity; sustaining long working hours when necessary; operating with vigor, effectiveness, and determination over extended periods of time.
• Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical and professional skill or knowledge in position related areas; keeping up with current developments and trends in areas of expertise.

Responsibilities

• Processes an array of basic member and guest member account transactions including routine checking and savings deposits and withdrawals; receiving payments; and selling a variety of negotiable instruments.
• Provides immediate service by welcoming members and guests as soon as they enter a branch in a professional, courteous, and knowledgeable manner or by telephone; directs members to appropriate department/person for specific information and service.
• Actively listens to member's needs cross selling and educates the member regarding Credit Union products and services to meet those needs.
• Introduces/refers the member to the appropriate person to assist in fulfilling the product and services needs.
• Balances cash drawer and daily transactions with minimal errors.
• Maintains knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED