Universal Teller
About The Position
The Universal Teller provides excellent customer service to current and potential members and represents the Credit Union in a positive, professional manner. The Universal Teller will assist current and potential members with inquiries about our products and services and make appropriate recommendations. Universal Tellers work with other departments to find solutions to help members’ financial needs. Additionally, Universal Tellers will fulfill the duties of a Teller as well as some duties of a Member Service Representative as needed and conduct these activities in accordance with Credit Union policies, goals and objectives established by management.
Requirements
- A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.
- A current driver’s license.
Responsibilities
- Cashes checks and dispenses money after verification of identification, signature, and account balance.
- Answering telephone, online, mail, chats and other electronic communication inquires.
- Balances currency, coin, and checks in cash drawer at the end of shift to the computer printout of daily transactions.
- Cross-sells FCU products to the membership (interest bearing checking accounts, consumer loans, commercial loans etc.).
- Conducting loan interviews and obtaining previous credit history of member, as well as other pertinent data that could be used later.
- Processing membership and/or checking applications, certificates, IRA’s, payroll, direct deposit, etc.
- Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.
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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
251-500 employees
