Service Advisor (Teller)

Tyndall Federal Credit Union • Panama City, FL

15h • Onsite

About The Position

Tyndall Federal Credit Union is seeking a full-time Service Advisor (Teller) for their 23rd Street Branch in Panama City, Florida. This member-facing role is crucial for delivering accurate and efficient transactions while providing outstanding service. The Service Advisor processes routine financial transactions such as deposits, withdrawals, and loan payments, ensuring accuracy, confidentiality, and compliance with credit union policies. Beyond transactions, this role involves actively listening to members to identify opportunities to inform them about relevant credit union products and services that can enhance their financial well-being. The Service Advisor will also direct members to a Relationship Advisor for more in-depth financial assistance. The position requires adherence to the credit union's Core Values and WE Standards, which guide member service, internal support, and community engagement.

Requirements

• One month to twelve months of similar or related experience.
• A high school education or GED.
• Good communication skills.
• Able to type, use computer, credit union software, and general office equipment including 10-key calculator.
• Requires basic to intermediate knowledge of Microsoft Windows, Word, Outlook, and Excel.
• While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear.
• The employee is frequently required to stand, sit, and walk occasionally for long periods at a time.
• Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.
• In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned is required.
• Maintain a professional, business-appropriate appearance in accordance with the credit union’s dress code.
• Completes required annual BSA/AML training with a passing grade of 80% or higher.
• Completes required Red Flags Program requirements to include documentation of discrepancy resolution as needed.

Nice To Haves

• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Responsibilities

• Receives and processes member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed.
• Posts transactions accurately to member accounts and maintains confidentiality of member information.
• Reviews member accounts to refer credit union products and services that will benefit the member; completes cross-sales.
• Assists with reconciling daily transactions ensuring cash, checks, vouchers and recyclers match system records.
• Assists with cash recyclers and the vault as needed.
• Welcomes members and provides routine information concerning credit union services; directs members to appropriate departments for specific information.
• Ensure compliance with all regulatory programs including but not limited to the Bank Secrecy Act, Office of Foreign Asset Control Program and Customer Identification Program.
• Assist other department personnel and performs other duties as assigned.
• Remote employees must adhere to their agreed-upon work schedule from a secure location, participating in virtual meetings, video conferences/other communications, and maintaining regular, responsive communication during working hours.

Benefits

• Family First Leave- Providing 12 weeks of 100% paid bonding time to all Full Time Eligible employees.
• Excellent 401(k) plan with generous employer matching.
• 16 paid community volunteer hours.
• 11 paid holidays, and paid time off!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees