Bay City - Teller

ELGA Credit UnionBay City, MI
Onsite

About The Position

The Teller (Member Service Representative) role at ELGA Credit Union is responsible for building relationships with members by assisting them with their financial transactions and identifying opportunities to cross-sell other financial products and services. The position requires a focus on providing excellent member service, ensuring accuracy in transactions, and meeting sales goals.

Requirements

  • One month to twelve months of similar or related experience.
  • A high school education or GED.
  • Proficient in Microsoft Office.
  • Proficient in Data entry.
  • Ability to meet established expectations of ELGA's Core Factors including but not limited to Accountability, Attitude, Communication, Competence, Continuous Improvement & Innovation and Relationship Building.
  • Ability to provide informed, friendly, professional, personal service to all members and associates by making eye contact and using the member's name, smiling while listening, responding as though they are the only one in your world at that time, and finding the correct answer if you don't know it.
  • Ability to handle all transactions in a timely and accurate manner, staying completely focused on the member's request allowing you to look for opportunity to cross sell a product that the member could benefit from.
  • Ability to have complete accuracy with all transactions to allow you to balance 100% of the time.
  • Ability to analyze errors in written format on the rare occasion a mistake is made.
  • Ability to achieve 100% of your daily/weekly/monthly and annual sales goals.
  • Ability to complete and pass Certification1 process.

Responsibilities

  • Welcome members with eye contact and a smile, using their name during the interaction and thanking them for their business.
  • Receive and process member financial transactions, including deposits, withdrawals, loan payments, money orders, and cashiers checks.
  • Transfer amounts from member accounts as directed with complete accuracy.
  • Provide routine account information.
  • Interact with members to determine if they would benefit from other Credit Union products and services to cross-sell with integrity.
  • Increase and support the utilization of self-service channels.
  • Perform a variety of miscellaneous tasks including drop box deposits, filing, copying forms, and computer input.
  • Balance cash drawer and daily transactions.
  • Support other associates and take the initiative to offer help when needed.
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