Teller

Arizona Financial Credit Union•Phoenix, AZ

About The Position

The Teller is responsible for providing an excellent member experience by showing care, delivering service with energy, and taking ownership of being an expert in problem resolution. The role processes transactions, including cash handling; maintains knowledge of products, services, and partnerships; and uses consultative sales techniques to recommend products and services in members’ best interests. The Teller also completes account maintenance requests, educates members about self-service options, welcomes and guides members through their branch experience, and follows security guidelines. The position requires a high school diploma or GED and one year of experience in retail, customer service, or a financial institution. It requires effective communication and interpersonal skills, basic computer and typing skills, the ability to interpret written instructions, perform calculations, and respond appropriately to member inquiries and complaints. The work environment is described as having a usually moderate noise level. Employees who work from home must have business-operational internet and a dedicated workspace for completing tasks and communicating by video call or chat.

Requirements

  • High school diploma or GED.
  • One year of experience in retail, customer service, or a financial institution.
  • Knowledge of PC software applications in Windows and Word.
  • Ability to type 45 words per minute.
  • Ability to read, write, and speak English using proper grammar.
  • Ability to read, interpret, and analyze written instructions, correspondence, and procedure manuals.
  • Ability to write simple business correspondence.
  • Ability to communicate verbally in person and by telephone.
  • Ability to speak effectively with members about sensitive inquiries or complaints.
  • Ability to apply commonsense understanding when addressing problems involving variables in standardized situations.
  • Ability to calculate rates, ratios, and percentages.
  • Ability to travel independently to departments and branch locations.

Responsibilities

  • Process transactions, including cash handling.
  • Maintain in-depth knowledge of products, services, and partnerships.
  • Identify and offer products and services that are in members’ best interests, meeting the minimum monthly successful-referral goal.
  • Emphasize product features and how they address member problems to achieve sales goals.
  • Develop and maintain interpersonal skills to work with a wide variety of people and build relationships that support sales goals.
  • Communicate confidently with members and make sales to achieve sales goals.
  • Clearly convey product benefits to members.
  • Use consultative sales techniques to proactively offer products and services that support members’ financial success.
  • Complete account maintenance requests.
  • Educate members about self-service options, including online and mobile banking and ATMs.
  • Serve as Lobby Director by welcoming every member into the branch and actively guiding them through their service experience.
  • Adhere to security guidelines, including BSA, CIP, CTR, and SAR.
  • Continuously improve by applying feedback.
  • Perform other job-related duties as assigned.
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