Teller

Citadel Credit Union•Caln Township, PA

3d•Onsite

About The Position

Citadel’s Financial Service Representatives (FSRs) work on the front line of its retail offices, performing customers’ daily banking transactions while balancing quality service with accurate and timely work. As part of the Retail Delivery Network, representatives build customer relationships and provide positive banking experiences. They explain Citadel’s products and services, identify cross-selling opportunities, and use customer interactions guided by Accuracy, Value, Respect, and Convenience to build trust and strengthen customer relationships.

Requirements

At least 1 year of customer service and cash handling experience.
At least 6 months of sales experience.
High school diploma or equivalent.
Professional dress and demeanor.
Ability to navigate multiple software applications and use basic and intermediate computer skills.
Ability to achieve sales goals through outstanding service.
Ability to adapt quickly to change and handle multiple tasks throughout the day.
Ability to handle pressure without becoming easily overwhelmed.
Desire to provide superior customer service and get to know members.
Excellent communication and problem-solving skills, with adaptability when interacting with customers.
Ability to maintain confidentiality, promote integrity, and support the corporate mission.

Nice To Haves

2 or more years of customer service, cash handling, and sales experience.
Previous banking experience.

Responsibilities

Demonstrate Citadel Class Service principles of Accuracy, Convenience, Respect, and Value.
Meet or exceed team performance goals for customer service, sales, and production.
Accurately perform customers’ financial transactions, including cash handling and counting by hand and with technology such as Cash Recyclers, ATMs, and Inline Teller Machines.
Maintain knowledge of financial services offered by Citadel.
Educate customers and provide information about products and services.
Recognize and initiate sales opportunities to build and maintain long-term Citadel relationships.
Retain profitable households through effective sales and customer service.
Maintain awareness of competitors’ services.
Handle frequent customer contact with self-motivation, confidence, and assertiveness.
Work effectively as part of a team in an office environment.
Communicate clearly and effectively, both verbally and in writing.
Follow Citadel’s operational and security procedures.
Complete annual Bank Secrecy Act training and remain compliant with BSA requirements.
Stay alert to scams and risks that could cause losses for Citadel or its members.
Maintain the confidentiality of members’ financial information.
Work Saturday hours.
Perform other duties as assigned.