ABOUT :

People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.

Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News .

Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and / or traits that we consider a high priority for Navigant Credit Union employees.

Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations.

We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.

If you believe you'd be a great fit, and are interested in joining our team, submit an application today!

ABOUT THE ROLE :

Under general supervision, but following established policies and procedures, provides leadership and direction to the Tellers.

Delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Supervises sales and service programs to ensure goals are communicated, met and improved.

Responsible for the efficient and effective delivery of products and services to members. Responds to questions and / or provides information upon request from members (internal and external).

Processes requests / transactions, as appropriate. Assists members and potential members in understanding and utilizing Credit Union products and services.

Provides such member services as opening new accounts, ordering checks, account maintenance, corrections, etc. Interviews and assists members complete loan applications, obtains pertinent loan information and prepares necessary paperwork to disburse loans.

WHAT YOU WILL DO :

• 1.Maintains security and compliance with Credit Union Security Plan.
• 2.Serves as vault custodian (buys / sells cash as needed) and balances and troubleshoots ATM and cash recycler.
• Overrides teller transactions based on authority within policy and procedure.
• Handles escalations and member complaints related to the Tellers' functions.
• Conducts monthly / quarterly audits : card stock inventory, official checks and money orders, night deposit contracts, and surprise cash / check audits for tellers.
• Balances the branch at the close of each business day, which includes assisting tellers to resolve balancing discrepancies.
• Responsible for daily and monthly reports : overrides and teller differences.
• Performs teller transactions, both operational and sales oriented.
• Opens new member accounts and provides information to new and prospective members by explaining and cross-selling Credit Union products and services.

Completes forms for opening and processing all types of accounts, including share, share draft, money market, certificates, IRAs, etc.

• Maintains and services existing members' accounts : address changes, names changes, check re-orders, wire transfers, stop payments, etc.
• Schedules, trains and delegates duties to tellers.
• Monitors teller performance by completing quarterly "Member Experience" evaluations and coaches tellers on the spot and during one on one meetings.
• Acts as the NCU Financial Branch Champion : qualifying referrals and scheduling appointments with Financial Advisors, coaching team members, motivating branch staff to meet goals, and scheduling call nights when necessary.
• Partners with Branch Management Team to conduct morning huddles, weekly meetings, branch campaigns, etc.
• Assists Branch Management with performance management, disciplinary actions, and employee evaluations.
• Participates in the hiring process by screening resumes, interviewing candidates and providing feedback to management on potential Teller new hires.
• Originates, underwrites and closes Consumer Loans offered by the Credit Union.

QUALIFICATIONS : Education

Education

High school diploma or equivalent (GED) education required.

Experience / Skills / Knowledge :

1.Preferred : Minimum 3 years previous experience as an Assistant Head Teller / Teller / MSR. Demonstrated knowledge of CU policies and procedures.

2.Excellent verbal, written, telephone and interpersonal communication skills. Must possess a strong service orientation and willingness to sell products and services.

3.Excellent organizational, analytical and problem-solving skills.

4.PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.

5.Ability to function in a financial institution branch environment and utilize standard office equipment, including but not limited to : PC, fax, copier, currency counter, money order encoder, telephone, etc.

Ability to lift a minimum of 25 lbs. (coin bags). Some travel required.

GENERAL DESCRIPTION :

In terms of physical requirements, this position requires work best described as : Light

PHYSICAL TASKS :

• Standing / Walking - Frequent
• Hearing - Ability to receive information through oral communication (face to face and telephone). -Continuous
• Talking - Expressing or exchanging ideas by means of the spoken word (face to face and telephone). -Continuous
• Reading - Ability to receive information through fax, e-mail, and text messages - Continuous

AUDIO / VISUAL :

• Requires vision to perform work dealing with data, figures and computer screens. - Continuous

PSYCHOLOGICAL / MENTAL DEMANDS :

• Responds positively and productively to stressful internal (employee) / situations. - Continuous
• Assists others to work harmoniously and effectively as part of a work team. - Continuous

Job Posted by ApplicantPro

Last updated : 2024-02-27