What are the responsibilities and job description for the Peak Member Service Teller position at Summit Credit Union?
As a Peak Teller for our Fitchburg branch, you are responsible for engaging in meaningful conversations with members during high volume hours. You will complete a variety of banking transactions for members with a high degree of accuracy. We are looking for team members who will listen carefully to our members' needs to uncover ways to help improve their financial situation. The ideal candidate will be outgoing with outstanding communication skills, the ability to multi-task, and a passion for helping people.
Essential Functions
- Act as the face of the organization and first point of contact for members.
- Ensure all member requests are processed accurately and efficiently
- Build and maintain positive rapport with members, and actively solicit their needs and suggestions.
- Make recommendations, offer advice and refer members to other solutions in an effort to help them improve their financial situation.
- Conduct teller transactions, fulfill the needs of members accurately, and balance each day.
- Resolve account errors and provide maintenance on accounts for members. Assist members in identifying potential problems and present solutions along with associated advantages and drawbacks.
- Educate members about convenient service options such as online banking and mobile banking.
- Maintain basic knowledge in all credit union service, products and programs, ensuring quality service is delivered to SCU members.
- Provide support to the branch.
- Consistently act as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees
- Other branch duties as assigned or needed
- Understand and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP).
Job Specifications
- Professional, well-developed interpersonal skills essential for projecting a positive image as representative of the Credit Union.
- Fluent in English
- Requires judgment to solve day-to-day problems but usually within established guidelines.
- Work requires basic knowledge of Microsoft Office Suite.
- Basic mathematical skills required.
- One year customer service or sales experience preferred
At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.