Teller Service Representative - PT

Veridian Credit Union•Independence, IA

55d

About The Position

Under general supervision and in compliance with established policies and procedures, the Teller Service Representative provides superior member service by accurately conducting transactions, assisting members with their financial goals, and promoting Veridian products and services. The role performs member transactions and service requests, supports sales and service goals, maintains member information and confidentiality, and balances a cash box. The position works in a professional office environment using standard office equipment, with limited travel expected. Spanish-speaking fluency is welcome and earns an additional $1.50 per hour worked.

Requirements

High school diploma.
Relevant work experience in customer service and/or cash handling.
Math and clerical aptitude.
Fluent computer skills in a Microsoft Windows environment.
Oral and written communication skills.
Member service focus.
Attention to detail and accuracy.
Positive attitude that supports a team environment.
Dependability and punctuality, with flexibility during peak times.
High level of confidentiality.
Organizational skills.
Self-motivation and ability to work without close supervision.
Problem-solving and analytical skills.

Nice To Haves

Fluency in Spanish is welcome; Spanish-speaking employees earn $1.50 more per hour worked.

Responsibilities

Create excellent service experiences that promote the Veridian brand.
Understand and follow Bank Secrecy Act (BSA) guidelines.
Conduct member transactions, including loan payments, deposits, withdrawals, and transfers.
Complete member requests such as certificate of deposit inquiries, wire transfers, ordering and blocking plastic cards, ordering checks, and researching account information.
Promote and cross-sell credit union services to current, new, and potential members.
Refer members to the appropriate position or department within Veridian companies.
Assist members over the phone.
Consistently achieve established monthly and annual sales and service goals.
Contribute to team efforts by completing related tasks as needed.
Monitor departmental files and reports and update member information as required.
Maintain member confidence and protect operations by keeping information confidential.
Balance the cash box according to teller balancing procedures.
Ensure PCI and other highly secure data compliance measures are in place and followed.