Roaming Teller

CapEd Credit Union • Meridian, ID

11d • Onsite

About The Position

The Roaming Teller promotes members’ financial well-being by engaging them in meaningful conversations, resolving financial inquiries, improving the member experience, and deepening member relationships. The position processes transactions, handles cash, provides account maintenance and troubleshooting, and educates members about Credit Union products and services. Its primary purpose is to cover for tellers absent from other branches. The employee works from their home branch and travels to other branches as needed, providing their own transportation to assigned locations.

The role assists members, guest members, and potential members with account inquiries, cash and non-cash transactions, and account maintenance. It involves actively listening to members’ needs, researching potential solutions, and referring members to the appropriate team member when needed. The teller is expected to follow company policies and the Brand Promise, balance cash and checks, maintain knowledge of Credit Union products, services, and promotions, and perform other related duties as assigned.

Requirements

• Six months to twelve months of similar or related experience.
• High school education or GED.
• Ability to provide personal transportation to assigned branch locations.
• Ability to meet the role’s physical requirements, including sitting or remaining stationary, using hands, reaching, communicating, hearing, balancing, kneeling, walking, standing, and occasionally moving or traversing.
• Ability to use a computer and/or phone frequently and perform repetitive wrist, hand, and/or finger movements.
• Ability to wear personal protective gear correctly.
• Ability to exert up to 10 to 25 pounds of force occasionally, with negligible force frequently or consistently.
• Required vision abilities include close vision, distance vision, peripheral vision, and adjusting focus.

Responsibilities

• Assist members, guest members, and potential members with account inquiries, cash and non-cash transactions, and account maintenance.
• Listen and inquire about members’ needs to provide a positive member experience and value-added solutions.
• Resolve member inquiries in accordance with the Brand Promise and company policies.
• Research potential solutions and provide alternatives to members.
• Follow escalation processes and direct members to the appropriate team member when needed.
• Balance cash and checks and conduct daily transactions with minimal errors.
• Maintain knowledge of Credit Union products, services, and promotions.
• Cover teller duties at other branches when employees are absent, traveling from the home branch as needed.
• Perform other job-related duties as assigned.

What This Job Offers

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