Universal Banker / Teller
Canyon View Credit Union•Bountiful, UT
•Onsite
About The Position
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.
Requirements
- High School diploma, G.E.D, or other equivalent.
- Previous cash handling & customer service experience.
- Effective communication skills.
- Proficient with standard office business machinery and software.
- Working knowledge to Microsoft Word/Excel/Outlook.
Nice To Haves
- 6+ months experience in building customer relationships in a low pressure sales environment, preferred.
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
