FT Teller

Trax Credit UnionTemple Terrace, FL
Onsite

About The Position

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Requirements

  • Minimum of six months of customer service and cash handling experience, preferably in a financial institution
  • Minimum of six months of sales or cross-selling experience over the phone or in person
  • Knowledge of computers and some experience using word and excel
  • Experience working independently as well as in a team setting

Responsibilities

  • Balances cash drawer accurately each day within established teller balancing standards.
  • Processes member cash/check transactions in person.
  • Meets referral program requirements monthly.
  • Must have knowledge of CU products and services and recommend appropriately.
  • Turns in referral sheet and balancing reports on time within set time frames.
  • Makes member phone calls regularly.
  • Maintains security of cash drawer and drawer keys at all times.
  • Abides by drawer limits every day.
  • Processes mail transactions.
  • Promotes and protects the interests of the credit union at all times.
  • Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
  • Performs other duties as assigned.

Benefits

  • Medical, Dental, and Vision coverage
  • Employer-paid Short-Term & Long-Term Disability
  • Life and AD&D Insurance
  • 401(k) Retirement Plan
  • Free Choice Plus Checking Account
  • Exclusive Employee Financial Perks after 90 days on the job
  • Loan discounts for consumer and home loans
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