Seasonal Teller (Part-Time)

Summit Federal Credit UnionAmherst, NY
3d$18Onsite

About The Position

The primary function of a Seasonal Teller is to provide quality member service while processing member transactions accurately and in a timely efficient manner. Exhibit knowledge in Branch Operational Procedures and promote relationships by referring and selling financial products and services that best suit our members’ needs.

Requirements

  • High School Diploma/Equivalency required.
  • Minimum six months’ cash handling experience.
  • Strong math and keyboarding skills required.
  • Effective communication skills, including listening skills.
  • Excellent interpersonal skills.
  • Proficient sales skills, with the ability to recognize opportunities that meet member needs.
  • Ability to build member relationships and promote member loyalty.
  • Must be able to sit and or stand for an extended period of time in a normal office environment.
  • Occasional lifting required.
  • Ability to travel to other branch locations for staffing assistance, trainings and meetings as assigned.
  • Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

Nice To Haves

  • Prior sales experience preferred.

Responsibilities

  • Represent the Credit Union with a positive, courteous, enthusiastic and professional attitude towards all members, colleagues, management, board members and outside vendors.
  • Responsible for performing transactions accurately and efficiently via phone and in person.
  • Responsible for balancing daily work.
  • Answer inbound teller-line member support phones and process telephone requests.
  • Consistently make appropriate and timely suggestions/referrals of products and services to members.
  • Make quality referrals to Member Service Specialists for thorough review of features and benefits of products and services.
  • Make quality referrals to the Summit Retirement and Investment Services department.
  • Meet sales goals as determined by management using CML.
  • Adhere to credit union policies and departmental/branch procedures.
  • Update and document information learned about members in Contact Event Manager.
  • Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.
  • Completion of special projects as assigned by the Head Teller or management.
  • Assist Head Teller with daily close-out procedures and any other duties as requested.
  • Strictly adhere to the established security and regulatory procedures while maintaining security of the work area and member sensitive documents, ensuring that it presents a well maintained, organized and neat appearance.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service