PT Teller

Trax Credit Union•Tampa, FL

just now•Onsite

About The Position

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day. The basic function of this position is to assist members with financial transactions, to include receiving and paying out cash and other negotiable instruments in accordance with CU procedures, and the Mission, Vision, Values and Pledge to our members. At Trax Credit Union, we don’t just manage finances—we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.

Requirements

Minimum of six months of customer service and cash handling experience, preferably in a financial institution
Minimum of six months of sales or cross-selling experience over the phone or in person
Knowledge of computers and some experience using word and excel
Experience working independently as well as in a team setting

Responsibilities

Proactively engage members with a warm, approachable demeanor to create a welcoming branch experience
Build rapport quickly by initiating friendly, personalized conversations during each interaction
Identify member needs through active listening and thoughtful questioning, beyond the immediate transaction
Balances accurately within set teller balancing standards daily.
Processes member cash/check transactions in person.
Meets referral program requirements monthly.
Uses impact statements and special greetings.
Must have knowledge of CU products and services and recommend appropriately.
Turns in referral sheet and balancing reports on time within set time frames.
Makes member phone calls regularly.
Maintains security of cash drawer and drawer keys at all times.
Abides by drawer limits every day.
Processes mail transactions.
Promotes and protects the interests of the credit union at all times.
Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
Performs other duties as assigned.
Supervises mortgage loan processor, coaching them personally in the efficient and effective performance of duties.