Specialist Universal Banker/ Teller
About The Position
The person in this position of Specialist Financial Service Representative will function in various roles depending on the needs of the branch. This person will help members by processing transactions, identifying members’ needs and offering solutions. This person needs to have the ability to work at all branch locations and be able to change locations at a moment’s notice. This person will strive to increase member satisfaction and account retention. Also, every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world class service.
Requirements
- Six to twelve months of similar or related experience in a financial banking institution / Credit Union strongly preferred.
- Must have High School diploma or equivalent G.E.D.
- Understand Basic Computer Functions
- Effective communication skills.
- Cash Handling experience.
- Working knowledge to Microsoft Word/Excel.
- Must have a consistent and reliable source of transportation.
Responsibilities
- Actively listen to members to identify financial needs and goals.
- Offer solutions by cross-selling products and services.
- Maintain a professional and courteous attitude during transactions.
- Accurately process member transactions. (Deposits, payments, withdrawals, checks, cash, etc.)
- Create relationships with our members to ensure their needs are met.
- Ensure a high level of member service is achieved and maintained.
- Assist branches when needed with Relationship Calls.
- Be highly knowledgeable of all Credit Union products and services.
- Refers members that have Real Estate, Commercial loans, and Wealth Management needs.
- Answer inquiries regarding interest rates, fees, and account histories while complying with disclosure requirements, regulations, and privacy policies.
- Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
- Be punctual to assist with opening/closing procedures.
- Follow the Member Service Roadmap.
- Participate in the Making the Difference Index Step-Up program.
- Follows on-boarding member interactions with thank you cards/notes in M1 and reassigning to branch management for completion.
- Provides all information and documents needed for loan decisions honestly and accurately.
- Acquires necessary documentation to support loan applications.
- Comply with all regulations as required by law, including but not limited to the Bank Secrecy Act, Truth in Savings, OFAC, FACT Act, GLBA, Regulation CC, and other regulations as it relates to this position.
- Assist in operational function of the branch.
- Assist in ensuring the security of the branch is maintained.
- Ensure all Credit Union policies and procedures are followed.
- Ability to travel to all branch locations.
- When traveling to branches, remain courteous and respectful by following their dress-code guidelines given by the manager.
- Create a working relationship with each branch location.
- Other duties as assigned.
Benefits
- Affordable health insurance with employer HSA contributions.
- 14.47% 401(k) contribution (no matching necessary).
- 18 PTO days each year.
- 12 paid holidays.
- Opportunity for advancement and career growth.
- Ongoing paid training opportunities.
- Discounts on Credit Card interest rates.
- Discounts on Mortgage Loan fees.
- Plus other employee banking perks.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
