Temporary Credit Union Teller

Position Summary
 
The position is responsible for providing an exceptional in-branch member experience by handling every member's needs from sales to service. The objective is to ensure that members are offered all the products and services that are appropriate given their financial needs, and to deepen existing relationships through a needs-based selling approach. This approach also encourages them to use self-service transaction solutions, including ATMs, online banking, and mobile banking, to enhance their service experience. Time spent in various aspects of this position will vary depending on branch traffic and needs, and the role of other teammates in the branch. The proportion of time spent on each will vary each day.
This position does not have lending approval authority.
 
Duties and Responsibilities
Provide information in person, online, and by telephone on credit union products and services, policies and procedures, and membership eligibility. Cross-sell credit union products and services based on consumer needs; explain various account and ownership options; provide counseling necessary to meet the needs and obtain required information.
 
Perform routine front-line transactions, including opening and maintaining existing accounts, processing deposits, withdrawals, loan payments, transfers, and check cashing.
 
Cross-sell credit union products and services based on consumer needs; explain various account and ownership options; provide counseling necessary to meet the needs and obtain required information.
 
Participate in local community organizations and represent the credit union at relevant functions, meetings, and professional associations to promote credit union products and services.
 
Assemble, verify, and ensure that member files are complete and contain documents with proper signatures, dates, and other relevant documentation. Verify the accuracy of documentation, calculations, and scan completed files into the core imaging system.
 
Provide administrative assistance updating member data in the core processing system, form compliance, processing communications, and assembling documentation for member files.
 
Respond to consumer requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
 
Assist members with questions relating to the function and servicing of their accounts and prepare correspondence to members concerning inquiries into transactions directly affecting them.
 
Provide administrative assistance to appropriate personnel, including updating loan data, processing correspondence, and assembling documentation for member loans.
 
Any other duties assigned by management.
 
Skills, Abilities, and Qualities
A bachelor’s degree in business with an emphasis on sales or marketing and five years of progressively responsible experience within a financial institution or an acceptable combination of education and experience. Sales or referral experience in a goal or incentive-based environment preferred.