Teller

BMI Federal Credit Union•Westerville, OH

11d•$16 - $20•Onsite

About The Position

The Teller provides solutions to members’ financial needs by explaining Credit Union products and services, cross-selling products to meet members’ needs, and performing basic transactions in accordance with BMI FCU service standards. The role calls for enthusiasm, friendliness, and product knowledge to build rapport with members. The position may also perform other related duties as assigned and requires travel to assigned branch locations. The schedule is approximately 40 hours per week, with flexibility required between 8 a.m. and 5 p.m. Monday through Thursday, 8 a.m. and 6 p.m. on Fridays, and rotating Saturdays from 9 a.m. to 1 p.m. Time off during the week is provided when working a Saturday. The work environment is an office. BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to member-owners, with the goal of improving members’ and the community’s financial well-being. The organization states that it has been named a “Best Employer in Ohio” for 17 consecutive years (2010–2024).

Requirements

High school degree, GED, or equivalent.
Basic math skills.
Ability to work a varied work schedule.
Customer-service focus.
Excellent verbal and written communication and interpersonal skills.
Ability to balance multiple tasks and changing priorities.
High attention to detail.
Strong analytical and problem-solving skills.
Ability to work effectively in a team environment.
Proficiency in Microsoft Office, including Excel, general computer programs, and general office equipment.
Professional demeanor.
Ability to receive and maintain confidential information.
Ability, with or without reasonable accommodation, to sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; reach with hands and arms; talk and hear; and see, read, write, and interpret text, spreadsheet, and graphical documents.
Ability to occasionally lift and move objects weighing up to 15 pounds.

Nice To Haves

Previous cash handling experience.
Previous customer service experience.

Responsibilities

Process member transaction requests, including deposits, withdrawals, fund transfers, and wire transfers.
Answer basic account inquiries using members’ account histories in the data processing system.
Assist members with process changes to accounts.
Develop, strengthen, and deepen member relationships.
Maintain a personal cash drawer and post daily cash transactions to and from the vault.
Balance daily work.
Evaluate members’ needs, explain Credit Union services and products, identify cross-selling opportunities, and track performance.
Assist members in accessing safe deposit boxes.
Forward completed ACH and ATM items and debit and credit card disputes, and process stop-payment requests that do not involve fraud.
Provide operational support across Member Services platforms, including online account-opening fulfillments, Remote Deposit Capture processing, and other support functions for quality control as needed by various departments.
Conduct quality control for internal processes performed within Member Services and other departments as needed.
Follow BMI FCU policies and procedures and comply with applicable federal regulations, including the Bank Secrecy Act, Anti Money Laundering regulations, USA Patriot Act, Office of Foreign Asset Control, Regulation CC, and Right to Financial Privacy Act.
Travel to assigned branch locations.
Perform other related duties as assigned.