Saturday/Summer Member Service Associate

EastRise Federal Credit UnionWilliston, VT
Onsite

About The Position

The Saturday/Summer Teller conducts a wide range of financial transactions as well as basic account services. Through these interactions, the role ensures members have a positive service experience and works to expand member relationships by suggesting applicable products and services. Success in this role requires ensuring accurate transactions, cash handling and management duties, providing excellent service, and taking appropriate steps to deepen member relationships with the credit union. This role is designed for working students interested in learning more about and working for a financial institution. The schedule is 40 hours per week during the summer months (Monday - Friday, 8:00 am - 5:00 pm, with Saturdays from 9:00 am - 1:00 pm) and Saturdays from 9:00 am - 1:00 pm during the school year. The position is located in Williston, VT, and may involve spending time at different EastRise branch locations to meet business needs.

Requirements

  • A minimum of one year up to three years of similar or related experience, including preparatory experience.
  • A high school degree or equivalent.
  • Courtesy and tact are essential elements of the job, involving personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.
  • Must be at least 18 years of age.
  • Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required.
  • Ability to analyze loan applications and other documents to determine if they are in good order and have appropriate signatures.
  • Strong organizational, multi-tasking, data and information management, writing and member service skills.
  • Strong written and verbal professional communication skills.
  • Knowledge of Microsoft Office products, financial systems, and digital communication tools.
  • Ability to work cooperatively with others, work efficiently and provide accuracy in a fast-paced environment.
  • Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
  • Must be able to read and carry out various instructions and follow oral instructions.
  • Must be able to speak clearly and deliver information in a logical and understandable sequence.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.
  • Must be able to effectively handle multiple, simultaneous, and changing priorities.
  • Must be capable of exercising highest level of discretion on both internal and external confidential matters.
  • Must be capable of regular, reliable and timely attendance.

Responsibilities

  • Conduct a wide range of financial transactions including deposits (of cash, coin, checks), loan payments, bond redemptions, withdrawals, cash advances, official check issuance, and fund transfers.
  • Ensure accurate cash handling and administrative operations, including balance teller drawers, vaults, ATM/ITMS and troubleshooting discrepancies with minimal assistance.
  • Focus on fraud mitigation and loss prevention.
  • Adhere to applicable processes and procedures at the assigned location(s).
  • Ensure member satisfaction by providing exceptional service to members when transacting and in need of deposit and loan account service for both consumer and business.
  • Aid members with a variety of transaction types, basic account maintenance, supporting basic debit and credit card needs, preventing fraud and responding to basic digital banking support.
  • As a teller advances in the role, duties include operations and services related to audit, cash ordering and shipment, troubleshooting ATM/ITM, and managing more complex situations and escalated member scenarios presented at the teller line and/or drive thru.
  • Uncover members’ financial goals and needs through discovery conversations, while demonstrating empathy and building lasting and effective relationships, to expand members’ wallet share with, and loyalty to, the credit union.
  • Identify referral opportunities for other member service experts within and outside of Retail.
  • Participate in promotional campaigns and product initiatives at the branch level.
  • Foster employee engagement to enhance departmental performance and function with a team mindset and an intent to achieve organizational goals.
  • Maintain compliance with the credit union’s policies and procedures.
  • Model integrity, set a positive example, and cultivate a respectful, inclusive team environment.
  • Work collaboratively as part of the larger Retail team to ensure the success of all EastRise locations, which could include project work, collaboration, and additional duties assigned.
  • Comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
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