Teller

Frontier Credit Union•Meridian, ID

About The Position

The Teller handles member service activities in a credit union branch, maintaining a friendly demeanor and serving as a knowledgeable resource. The role provides members with information about products and services, technical assistance, and requested financial transactions. The Teller helps members access products and services that support their financial status, seeks to resolve needs in one visit or refer members to subject matter experts, and provides proactive, professional, and knowledgeable service while completing credit union business efficiently. The position requires a high school graduate or equivalent and six months of customer service experience. Financial industry and/or sales experience and bilingual English/Spanish skills are preferred. The work involves primarily sedentary duties, use of routine office equipment, and computer work for up to eight hours per day. Occasional lifting of up to 10 pounds may be required.

Requirements

  • High school graduate or equivalent.
  • At least six months of customer service experience.
  • Knowledge of credit union products and services and demonstrated ability to cross-sell.
  • Good verbal and written communication skills.
  • Familiarity with PCs and standard software.
  • Strong interpersonal and public relations skills; communicate with courtesy, tact, and diplomacy in person and over the phone.
  • Exercise discretion regarding credit union matters.
  • Excellent judgment and creative problem-solving skills, including the ability to explain the reason for and process of a resolution.
  • Ability to work effectively independently and as part of a team.
  • Ability to read and carry out written instructions and follow verbal directions.
  • Ability to handle diverse personalities calmly and professionally and demonstrate high levels of member service.
  • Promote and apply professional and ethical standards and fair treatment of others.
  • Demonstrate accuracy, efficiency, and quality while handling multiple tasks and changing priorities.
  • Regular, reliable, and timely attendance; availability to work days and hours dictated by business needs.
  • Ability to hear, see, and speak; bend, sit, or stand to perform primarily sedentary work with limited physical exertion.
  • Ability to occasionally lift up to 10 pounds.
  • Ability to operate routine office equipment, including computer terminals, keyboards, telephones, copiers, and calculators.
  • Ability to work on a computer for up to eight hours per day.
  • At some locations, ability to climb or descend stairs with minimal assistance in emergency situations.

Nice To Haves

  • Financial industry and/or sales experience.
  • Bilingual English/Spanish.

Responsibilities

  • Promptly greet and interact with members.
  • Identify and respond to member needs using knowledge of the credit union’s products, services, promotions, operational practices, policies, procedures, and team members.
  • Professionally cross-sell products and services that may benefit members’ financial success.
  • Accurately and efficiently complete financial transactions requested by members.
  • Research and resolve discrepancies and account errors, working with other departments to obtain information or correct transactions.
  • Contribute positively toward personal, team, and organizational goals.
  • Provide exceptional internal and external member service.
  • Comply with credit union policies and procedures, applicable state and federal laws and regulations, and Bank Secrecy Act requirements.
  • Assist area personnel with related functions as needed.
  • Complete other assigned duties commensurate with the position.
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