PT Teller

Description

• Support member engagement by processing teller transactions and making appropriate introductions to member service representatives.
• Complete operational activities while minimizing risks under established policies.
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of credit union procedures and products, as well as partners across the organization.
• Receive direction from managers and exercise judgment within defined policies and procedures.
• Escalate questions and issues to more experienced roles.
• Interact with members and individuals to demonstrate care, build relationships, and complete requested transactions.
• Identify information and services to meet members financial needs.

• 6+ months of interacting with customer/member experience, or equivalent demonstrated through work experience, or training.

• 6+ months of experience interacting with people, demonstrated through work experience, education or training.
• Member service focus with experience handling complex transactions across multiple systems.
• Ability to educate and connect members to technology and share the value of mobile banking options.
• Ability to interact with integrity and professionalism with members and team members.
• Experience working with others on a team to meet member needs.
• Cash handling experience.
• Ability to follow policies, procedures, and regulations.
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
• Well-organized, independent and able to prioritize in a fast-paced environment.
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues.
• Bi-Lingual a plus.

• Ability to work a schedule that will include Saturdays.