Teller/Customer Service Part Time

Summary

Deliver superior service to the members at all times. Present a positive, efficient and professional front line atmosphere. Leave the member with the feeling they are our number one priority. Treat all internal and external members with respect and courtesy.

Essential Duties

• Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, and cash advances. Issue credit union and cashier’s checks, money orders, gift cards, postage stamps, etc. Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to money orders, official checks, etc. Process any member transactions received by mail.
• Actively educate and inform members on all credit union products and actively cross-sell all products/services. Possess and maintain knowledge of all credit union products, services, policies and procedures.
• Knowledgeable and proficient in the account opening process for all deposit accounts including, but not limited to savings, checking, money market, and club accounts; Also, have proficiency in identification and new account screening methods and be able to fully explain regulatory requirements on all accounts and services.
• Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner whether in person or by mail or phone.
• Perform member account maintenance functions including closures, personal and account data changes, and account openings.
• Greets and directs members. Promptly (by the 3rd ring) answer the telephone. Takes inquiries and forward calls to appropriate personnel. Will transfer a caller to an employee’s voice mailbox when the employee is unavailable.
• Take accurate messages (caller(s) name, number, and time) when necessary and follow up that call was returned.
• Accountable and responsible for the security of all credit union funds assigned.
• Comply with all state and federal regulations related to this job and to the credit union.
• Attend training classes as requested by supervisor and/or Human Resources Dept.
• Monitor supply inventories and submit purchase requests to authorized personnel.
• Accurately and efficiently complete all member or account related forms and forward to appropriate department for action and/or filing.
• Must be available to work on Saturdays when needed.
• Assist with the opening/closing of the branch office as necessary.
• Promote teamwork by assisting others with work when needed or when own work is completed.
• Complete any job assignments and duties assigned by Branch Managers when working in the branch.
• Assists in special projects or other assignments as requested by a supervisor.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Focus on serving the member, gaining the member’s respect and trust, and always acting with the member in mind.
• Analytical ability to quickly assess member’s financial needs and offer solutions.
• Proficient in use of a calculator and adding machine and proficient typing skills.
• Effective oral and written communication skills to converse in person or by phone with members and correspond in writing.
• Willingness to attend training seminars and meetings outside normal working hours.
• Ability to learn and use the credit union PC hardware and software.
• Must have a proactive and positive attitude toward members, supervisors, co-workers and the credit union.
• Excellent verbal and written communication with department supervisors, co-workers, and members.
• Must be proficient in Microsoft Office products, including but not limited to Word, Excel, email and Outlook.
• Physical/Mental Requirements
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of the job, the employee is regularly required to stand, sit, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear.
• The vision requirements include: close vision and ability to adjust focus.
• Nature of position requires physical mobility and the ability to lift a minimum of 50 pounds.
• Must have flexibility to deal with changing work hours and locations as needed.
• Education/Experience
• High school diploma or equivalent.
• A minimum of six (6) months cash handling, retail sales, and/or customer service experience required; previous financial institution experience preferred.By signing below, employee agrees they are able to perform the essential duties listed within this document, as well as any additional duties assigned by their supervisor. The employee also agrees to actively seek out the information and training needed to perform these duties to the best of their ability.

''Benefit Conditions:

• Waiting period may apply
• Only full-time employees eligibleCOVID-19 Precaution(s):
• Personal protective equipment provided or required
• Social distancing guidelines in place
• Sanitizing, disinfecting, or cleaning procedures in place

Job Duties:

• Answer incoming customer inquiries
• Collaborate with management teams to stay updated on new products, services, and policies
• Engage with clients in a friendly and professional manner while actively listening to their concerns
• Offer support and solutions to customers in accordance with the company's customer service policies
• Other duties as requested

Communication method(s) used:

• Phone
• Email
• In person

This Job Is:

• A job for which all ages, including older job seekers, are encouraged to apply
• Open to applicants who do not have a college diploma

Work Remotely

• No

Job Type: Part-time

Pay: From $18.00 per hour

Physical Setting:

• Office

Education:

• High school or equivalent (Required)

Experience:

• Cash Handling: 1 year (Preferred)
• Banking: 1 year (Preferred)

Work Location: In person

Salary : $18