Roaming Teller

CapEd Credit UnionBoise, ID
Onsite

About The Position

The Teller I promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquiries, enrich the member’s experience and deepen their relationship with the Credit Union. This position processes transactions, handles cash, provides account maintenance and/or troubleshooting, and educates members on Credit Union products and services.

Requirements

  • One month to twelve months of similar or related experience.
  • A high school education or GED.
  • 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.
  • Effectively meeting member needs; building productive member relationships; taking responsibility for member satisfaction and loyalty.
  • 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.
  • Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service or idea from prospects and clients.
  • 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.
  • Actively participating as a member of a team to move the team toward the completion of goals.
  • 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.
  • 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.
  • Effectively adjusting readily to different conditions and situations.
  • 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.
  • 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.
  • The employee needs the ability to wear personal protective gear correctly.
  • The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows.
  • The Credit Unions business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this position may occasionally require an adjusted work schedule, overtime, and to include evening/weekend hours.
  • The noise level in the work environment is usually moderate.
  • We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.

Responsibilities

  • Assists members, guest members and potential members with their account inquiries, performs cash and non-cash transactions and account maintenance while actively listening and inquiring about member’s needs with the objective of providing the ultimate member experience and value-added solutions.
  • Resolves member inquiries with a focus on our Brand Promise while utilizing and adhering to company policies.
  • Researches and explores potential solutions to provide alternatives for members.
  • Follows escalation processes to direct members to appropriate team member as needed.
  • Balances cash, checks and conducts 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.
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