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 a variety of teller activities such as processing savings account, checking account, and loan transactions;

cashing checks, and a variety of other transactions. Deliver exceptional customer service, aligned with the Credit Union's core values and mission statement.

Responsible for providing quality member service, cross-selling the Credit Union's products and services, balancing each day's transactions and verifying cash totals.

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 the Credit Union's products and services.

WHAT YOU WILL DO (in descending order of importance)

1. Processes all transactions for members including deposits, withdrawals, loan payments, cash advances and transfers. Disburses money orders and cashier checks.

Balances each day's transactions and verifies cash. Locates and notifies Head Teller of discrepancies. Receives checks and cash for deposit in savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and processes transactions via on-line teller terminal.

Cashes checks and pays money from savings and checking accounts upon verification of signatures and member account balances.

Inspects all checks, drafts, money orders, savings withdrawals, and so forth to determine their negotiability.

2. Proactively engages in conversations with members to discover member needs and refers and cross-sells products and services to meet member needs.

Directs members to appropriate person / department. Achieves individual referral goals. Gives prompt, efficient, and accurate service

3. Assists members with payroll and direct deposit questions. Assists with EFT changes. Processes name and address changes.

Accepts and processes check orders and direct deposit forms.

5. Prepares individual daily settlement of teller cash and other transactions bringing cash drawer and settlement sheets into balance.

Locates and corrects discrepancies.

6. Utilizes tact and experienced-based knowledge to resolve member (internal and external) problems by explaining specific policies and products.

Represents the Credit Union in a professional manner while maintaining positive member relations.

7. Answers questions concerning services provided by the Credit Union. Performs a variety of account maintenance functions.

Ensures that all information given and / or transactions processed follow Credit Union or regulatory policy / procedure.

8. Assists in the training of new tellers as needed. May float from one branch to another.

9. Performs other Teller, Greeter and Clerical duties as assigned by the Head Teller, Assistant Manager and / or Branch Manager.

QUALIFICATIONS : Education

Education

High school diploma or equivalent (GED) education required.

Experience / Skills / Knowledge :

1. Minimum 6 months previous cash handling experience preferred.

2. Ability to learn Credit Union policies and procedures and products and services.

3. Excellent verbal, written, telephone and interpersonal communication skills.

4. Must possess a strong service orientation and willingness to sell products and services.

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

6. Excellent math ability and attention to detail.

7. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to : PC, fax, copier, telephone, etc.

Ability to lift minimum 25 lbs (i.e. coin bags & trays). Some travel required.

Job Posted by ApplicantPro

Last updated : 2024-04-28