Universal Banker / Teller

Canyon View Credit Union•Bountiful, UT

5d•Hybrid

About The Position

The person in this position of Financial Service Representative will function in various roles depending on the needs of the branch. This person will help members by processing transactions, identifying members’ needs and offering solutions. This person will strive to increase member satisfaction and account retention, through building business relationships, and educating members on CU resources. Also, every employee is responsible for fulfilling our Mission Statement: We elevate our members' financial experience through best-in-class Service and Solutions. 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.
Previous cash handling & customer service experience.
Must be self driven with 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 and offering sales solutions, preferred.

Responsibilities

Actively listen to identify the financial needs and goals of our members.
Develop and maintain new and existing member relationships and ensure that their needs are met through best in-class service and solutions.
Process, deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
Offer solutions for members' financial needs by cross-selling products and services.
Makes outbound calls to members for onboarding and relationship building.
Refers members that have Real Estate, Commercial Loan, and Wealth Management needs.
Provide all information and documents needed for loan decisions honestly and accurately.
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.
Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
Acquires necessary documentation to support loan application.
Understands the Bank Secrecy Act and how it is applied.
Other duties as assigned.