Teller (Account Specialist)

American 1 Credit Union•Jackson, MI

3d•$17•Onsite

About The Position

The Account Specialist I is responsible for delivering excellent member experience through a wide range of teller-based transactions, including receiving and dispensing funds. The Account Specialist I must maintain accurate transactional records and follow all credit union processes, policies, and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member’s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Account Specialist I works collaboratively with their branch team to ensure that the member experience is superior and goals are achieved.

Requirements

Previous experience as a bank teller
Previous cash handling and balancing your own drawer
Previous customer service experience such as building relationships through conversation.
Previous sales experience offering products and meeting monthly goals.
A minimum education of high school diploma or GED.
Cash handling or sales experience.
Prior customer service experience.

Nice To Haves

Excellent verbal and written communication skills
Working knowledge of PC applications such as Microsoft Office
Ability to work independently or as a collaborative member of a team.
Ability to direct other team members and coach others.
Knowledge of credit union products, services, policies, core processes, and procedures
Ability to provide supervisory leadership of professional- and intermediate-level staff.
Demonstrated member-focused strategy skills.
Demonstrated skill in gathering, reporting, and summarizing trends in data.
Ability to express oneself clearly and articulately both orally and in writing.
Ability to make decisions and take initiative in problem resolution.
Ability to exercise tact and responsibility when handling confidential information.

Responsibilities

Ensure that engagement between co-workers and members is meaningful, focusing on listening to learn and offering quality solutions.
Commitment to offering superior member experience while following all the GREAT service standards.
Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue deposit receipts.
Cash checks: verify endorsement, receive proper identification, and ensure validity.
Answer member inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
Focused on the credit union's purpose and mission statement of creating financial wellness in our community through everyday banking.
Cross-offer new checking, lending, and product referrals to members consistent with individual and branch goals.
Ensure that all transaction activity is done accurately.
Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.
Committed to building and supporting an engaging and inclusive culture for all.
Responsible for following all core processes, policies, and procedures, including policies and procedures for customer identification and all BSA requirements.
Serves as a credit union representative while in the community.
Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of the home branch.
Willingness to mentor and support other team members.
Support and Collaborate with Branch Team
Accuracy of Transactions
Uphold GREAT service standards.
Personal Scorecard Results