Teller, Lakeline

About the Role

As a Full-Time Teller, you will be the primary point of contact for processing Member transactions and requests. You will strive to provide an exceptional Member experience by effectively communicating with Members to understand their needs, providing assistance, identifying product and service needs, answering questions, identifying solutions, and resolving requests and issues.

Key Responsibilities

Member Experience

• Greet members
• Maintain branch appearance
• Explain basic products and services
• Identify product needs
• Answer member questions
• Resolve member issues

Account Maintenance

• Conduct system navigation on various computer systems
• Process address, phone number, and email changes
• Process check re-orders
• Establish direct deposit
• Assist with online and mobile banking

Conduct Transactions

• Process transactions, mail deposits, night drop, and cash advances
• Grant access to safe deposit box
• Scan transit and on-us checks
• Validate accuracy and process member checks
• Place and communicate check holds
• Print documents, including statements, temporary checks, and direct deposit forms

Compliance

• Adhere to all company policies, procedures, and business ethics codes.
• Complete required regulatory training as assigned.
• Maintain strict adherence and compliance to all laws, rules, regulations, and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC, and Fair Lending regulation.
• Performs other duties as assigned.

Requirements & Tech Stack

Knowledge, Skills, and Abilities

• Ability to effectively build relationships, establish rapport, and diplomatically communicate information
• Effective active listening skills
• Strong verbal, interpersonal, and written communication skills
• Ability to be adaptable and work in a fast-paced environment
• Ability to demonstrate good judgement and effective problem-solving skills to help identify and resolve Member issues
• Strong attention to detail
• Strong organizational and time management skills
• Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude
• Proficient in Microsoft Office
• Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification

Core Competencies

• Demonstrating Member Obsession
• Demonstrating Performance Excellence
• Demonstrating Innovation

Qualifications

• High School Diploma or GED
• Minimum of six (6) months of Teller or cash handling experience
• Minimum of six (6) months of customer service experience
• Bachelor’s Degree in Business or Finance-related field may substitute for experience requirements
• Minimum of six (6) months working in a team environment

Preferred Qualifications

• English/Spanish bilingual
• Bachelor’s Degree
• Credit Union experience
• General knowledge of applicable financial industry regulations
• Military experience

Hours

• Monday through Friday from 9am to 6pm
• Saturday from 9am to 2pm