Teller - Burlington

Truliant Federal Credit Union•Burlington, NC

2d•Onsite

About The Position

The Teller is responsible for serving Truliant member-owners by accurately and efficiently performing financial transactions while providing every member-owner with exceptional service experience. The Teller works in a fast-paced and upbeat team environment that requires multitasking. The employee must engage in conversations with member-owners in order to identify, understand, and communicate ways that Truliant might help improve their financial lives.

Requirements

Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment
Must have excellent communication skills in English, both verbal and written
Must have good arithmetic skills
Must have advanced personal computer skills
Must have ability to understand all business processes within the Credit Union
Must be detail oriented and well organized
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Must have ability to work well under pressure in a goal-oriented environment
Must possess a strong commitment to providing excellent service to Truliant’s members
Frequent standing, walking, and bending required
Must be able to sit for occasional periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
High School Diploma or equivalent required
Strong interpersonal skills required

Nice To Haves

A minimum of 1-year related experience in the retail industry or financial services preferred
Previous sales experience preferred

Responsibilities

Accurately and efficiently processes transactions for members to help them manage their finances.
Resolves discrepancies within allotted time as required.
Creates an environment where members feel welcome and rapport can be established.
Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including basic problem resolution.
Engage members in conversation to learn about their most important financial needs and goals.
Educates members on the various products and services available to meet their financial goals or refers them to the appropriate Specialist.
Proactively assists members by finding ways to make financial services more convenient for them. This includes educating members on the various technological tools available to them to improve their banking experience.
Utilizes member relationship tools to record interactions.
Understands and individually contributes to the execution of the Branch’s service and sales goals.
Maintains integrity and confidentiality when handling members’ accounts.
Ensures compliance with all internal controls and established policies and procedures.
Follows all security and fraud prevention requirements to protect the Credit Union and members.
Research and resolves minor account issues.
Demonstrates a willingness to adapt to changing business needs and deadlines.
Appropriately uses cash machines, to include ATM and cash dispensers.
Perform specialized tasks such as cash advances, official checks, foreign drafts, etc.
Make outbound service calls to member-owners
Utilizes systems to set appointments for members and to log-in members for service.
Assists with other tasks and projects as assigned.