Universal Banker / Teller
About The Position
Every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world-class service. The person in this position of Financial Service Representative (FSR) will function in various roles depending on the need of the branch, like the duties of a Teller, Banker, and Loan Officer. This person will help members by processing transactions, identifying members’ needs and offering solutions. This person will have a dedicated focus to increase member satisfaction and account retention by providing world-class service. This Job posting is a condensed version of a fuller job description. Additional details can be provided upon request.
Requirements
- High School diploma, G.E.D, or other equivalent.
- 6 months of similar or related experience preferred.
- Effective communication skills.
- Proficient with standard office business machinery and software.
- Working knowledge to Microsoft Word/Excel/Outlook.
- Previous cash handling experience.
Responsibilities
- Actively listen to identify the financial needs and goals of our members.
- Process, deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
- Examine checks presented and determine hold requirements.
- Maintain a professional and courteous attitude during transactions.
- Be highly knowledgeable of all Credit Union products and services.
- Develop and maintain new and existing member relationships and ensure that their needs are met through world class service.
- Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
- Makes outbound calls to members for onboarding and relationship building.
- Offer solutions for members' financial needs by cross-selling products and services.
- Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
- Refers members that have Real Estate, Commercial Loan, and Wealth Management needs.
- Provide all information and documents needed for loan decisions honestly and accurately.
- Acquires necessary documentation to support loan application.
- Understands the Bank Secrecy Act and how it is applied.
- Other duties as assigned.
Benefits
- Affordable health insurance with employer HSA contributions.
- 14.47% 401(k) contribution (no matching necessary).
- 18 PTO days each year.
- 12 paid holidays.
- Opportunity for advancement and career growth.
- Ongoing paid training opportunities.
- Discounts on Credit Card interest rates.
- Discounts on Mortgage Loan fees.
- Plus other employee banking perks.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
