Teller (Member Account Rep)
About The Position
As a Member Account Representative, you’ll be a trusted point of contact, welcoming members, answering questions, and offering personalized support to help them reach their financial goals. Whether assisting with everyday transactions or identifying the right solutions, you’ll create an experience that’s thoughtful, authentic, and rooted in care. This is a purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Requirements
- Minimum of one year in a previous customer service role
- High School Diploma/GED
- Ability to meet qualifications without an absolute focus on duration of experience
Responsibilities
- Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
- Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
- Make sales referrals and suggest alternative self-service options to provide convenient solutions and enhance the overall member experience
- Processing a variety of transactions accurately and efficiently in accordance with established policies, procedures, and regulatory compliance
- Adhere to balancing standards by accurately completing end-of-day balancing and following security procedures for cash handling
- Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
- Represent the credit union at sponsored community events to promote positive engagement
- Participate in volunteer activities within the local community to support and enhance the credit union’s presence
Benefits
- Individual development plans
- Educational reimbursement
- Job shadowing across departments
- Hands-on leadership practice through specialized trainings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
