Teller -Michigan Center
About The Position
The Account Specialist I delivers an excellent member experience through teller-based transactions, including receiving and dispensing funds. The role maintains accurate transaction records and follows credit union processes, policies, and procedures. It requires effective communication to understand members’ needs and offer relevant products and services that support their financial wellness. The Account Specialist I collaborates with the branch team to provide superior service and achieve goals. The position is on-site at the Michigan Center Branch. It requires flexibility to work at any credit union location within 20 miles of the home branch and to work all assigned hours. Offers of employment are contingent upon background screens.
Requirements
- High school diploma or GED.
- Cash handling or sales experience.
- Prior customer service experience.
Nice To Haves
- Previous bank teller experience.
- Previous experience balancing a personal cash drawer.
- Previous sales experience offering products and meeting monthly goals.
- Excellent verbal and written communication skills.
- Working knowledge of PC applications such as Microsoft Office.
- Ability to work independently and collaboratively.
- Ability to direct and coach other team members.
- Knowledge of credit union products, services, policies, core processes, and procedures.
- Ability to provide supervisory leadership to professional- and intermediate-level staff.
- Demonstrated member-focused strategy skills.
- Skill in gathering, reporting, and summarizing data trends.
- Ability to express oneself clearly and articulately orally and in writing.
- Ability to make decisions and take initiative in resolving problems.
- Ability to use tact and responsibility when handling confidential information.
Responsibilities
- Engage meaningfully with members and co-workers by listening to understand and offering quality solutions.
- Provide a superior member experience while following GREAT service standards.
- Process teller transactions accurately, including checking and savings deposits and check cashing; verify cash, endorsements, identification, and check validity, and issue deposit receipts.
- Answer member questions about interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
- Offer checking, lending, and other product referrals consistent with individual and branch goals.
- Review deposited checks, determine funds availability according to regulations, and complete Hold Notices.
- Follow core processes, policies, and procedures, including customer identification and Bank Secrecy Act (BSA) requirements.
- Represent the credit union in the community.
- Work assigned hours and, when needed, at credit union locations within 20 miles of the home branch.
- Mentor and support other team members.
- Support an engaging and inclusive employee culture.
- Collaborate with the branch team to support member experience and achieve goals.
Benefits
- Health benefits start on day one.
- Dental benefits start on day one.
- Vision benefits start on day one.
- Time off starts on day one.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
