Teller/Branch Service Specialist - Kruse Meadows

OnPoint Credit Union•Lake Oswego, OR

About The Position

OnPoint is a community-owned credit union focused on investing in its employees, members, and community. The Teller/Branch Service Specialist is a welcoming point of contact for members and non-members, handling routine financial transactions and helping members identify products and services that support their financial needs. The role provides member service in the branch, supports lobby flow, maintains accurate transaction records and cash balances, and works toward product and service cross-sale goals. The position may require working a combination of hours across Monday through Saturday. Branch hours are Monday through Thursday, 9 AM–5:30 PM; Friday, 9 AM–6 PM; and Saturday, 9 AM–1 PM. Starting pay is $22.00 per hour. The posting notes that specific banking experience is not required when the candidate has six months of sales and/or customer service experience.

Requirements

  • High school graduate or GED.
  • At least 6–12 months of prior Teller experience within a financial institution, retail sales, or a customer service role involving cash handling.
  • Ability to coordinate multiple assignments and prioritize work.
  • Ability to work effectively independently and as part of a team while meeting or exceeding goals.
  • Proficiency in cash counting, arithmetic, ten-key calculator use, and basic computer skills.
  • Strong member service, sales, interpersonal communication, problem-solving, motivation, organization, and self-management skills.
  • Ability to understand and comply with compliance requirements.
  • Ability to assist with or lift 50-pound bags of coin.
  • Ability to stand for extended periods, up to four hours at a time.
  • Ability to work a combination of hours throughout Monday–Saturday, as required.

Nice To Haves

  • Bilingual skills are highly desired.

Responsibilities

  • Welcome members and non-members with attentive, friendly service and ensure their needs are met.
  • Process and accurately document teller transactions according to established procedures.
  • Determine whether negotiable items and member identification are acceptable.
  • Identify and address members’ questions and concerns, and offer solutions.
  • Engage members to uncover needs and cross-sell appropriate products and services.
  • Refer members to appropriate staff or open products and services when appropriate.
  • Assist with lobby management to ensure members are helped promptly and feel welcome.
  • Stay informed about the credit union’s financial services and tools, and educate members about new offerings.
  • Maintain and balance a cash drawer within credit union guidelines.
  • Work toward meeting or exceeding product and service cross-sale goals.
  • Perform additional duties as required by the Management Team.
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