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Process member transactions accurately, balance daily transactions, and actively cross-sell credit union products and services while maintaining exceptional member service.
Responsibilities
- Perform a variety of member transactions accurately, timely, and confidentially
- Balance each day’s transactions and verify cash totals
- Adhere to all authorized cash and transaction limits
- Maintain security of all cash and negotiable instruments and ensure accurate cash handling
- Actively cross-sell credit union products and services
- Perform routine teller services and account maintenance
- Complete daily, weekly, or monthly balancing sheets, night drop and mail depository log, and daily timecard management
- Answer incoming calls and assist with specific inquiries
- Educate members on emerging Credit Union technology and digital solutions
- Report suspicious activity to the BSA Officer
Requirements
- Minimum of 12 months of retail or customer service experience
- High school education or GED
- Strong written, oral, and interpersonal skills
- Detail oriented, organized, accurate, able to work under pressure
- Ability to adapt to change and problem-solving skills
- Good judgment and decision-making skills
- Ability to work and build relationships with people across a wide variety of dispositions and personalities
- Ability to analyze member needs and make appropriate product/service recommendations
- Strong technology capabilities
Qualifications
- A high school education or GED
- A minimum of 12 months of retail or customer service experience, preferably in a bank/credit union environment
Nice to Have
- Experience in a bank/credit union environment
Benefits
Dental Insurance
Medical Insurance
11 paid holidays
Professional Counseling & Family Support
Vision Insurance
401(k) with company match
Paid Life Insurance
Paid Time Off
Employee Discounts
Tuition reimbursement program
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