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, check out our open positions and apply today!

ABOUT THE ROLE

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

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

Responsible for the efficient and effective delivery of products and services to members via the Tellers. 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.

WHAT YOU WILL DO (in descending order of importance)

1. Ensures overall operation of the Teller line :

• a) Schedules, trains and delegates duties to Tellers. Monitors teller performance and conducts teller coaching meetings;
• b) Orders, approves and verifies currency shipments;
• c) Maintains security and compliance with Credit Union Security Plan;

d) Ensures the branch settles; researches teller difference; settles ATM machine, cash dispenser & vault daily as well as all negotiable accounts (money orders, bank checks, traveler's checks, box payments, stop payments, etc.)

• e) Operates equipment, troubleshoots problems and schedules maintenance of equipment;
• f) Serves as vault teller and sells / buys cash according to procedure;
• g) Overrides teller transactions according to given authority and per policy and procedure;

h) Holds teller team huddles as necessary to distribute information.

Conducts surprise audits as necessary to verify accuracy of teller, balances and collects bad checks taken at the Branch and overdrafts from ATM transactions.

Ensures Branch is in compliance with policies, procedures, laws, regulations and audit standards.

3. Performs all duties of a Teller. Processes all member transactions via telephone and / or in person to include loan payments, account transfers, loan advances and address changes.

May reply to members regarding transactions affecting their accounts by phone, e-mail or letter.

4. Provides accurate information to members regarding Credit Union services, products, policies and procedures. Analyzes member accounts in order to provide better services and deepen relationships.

Cross sells and refers services to members. Meet prescribed sales and service goals. Coordinates with other CU departments as necessary.

Refers members to departments / personnel providing specialized services as necessary.

5. Ensures a trained, motivated and professional staff capable of providing efficient and effective Branch services to the CU members.

Interviews, schedules, trains, assign work; establishes performance expectations and monitors results. Recommends the discipline and / or discharge of subordinates, while maintaining required personnel documentation.

Coaches and counsels staff, as necessary.

6. May performs all duties of an MSR. Gives prompt efficient and accurate service in the processing of all transactions such as opening of new checking / savings accounts, direct deposits, ATM cards, CD / IRA / Money Markets.

May place stop payment on checks; provide copies of cancelled checks, etc.

7. Processes and verifies ATM transactions ensuring proper holds are placed / removed and all adjustments are made to minimize CU losses.

8. Utilizing tact and experience based knowledge, researches and resolves member inquiries explaining specific policies, procedures and products.

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

9. Performs other Teller or Member Services duties as assigned by the Assistant Manager or Branch Manager.

QUALIFICATIONS : Education

Education

High school diploma or equivalent (GED) education required.

Experience / Skills / Knowledge :

1. 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 math ability and attention to detail.

4. Ability to learn and sell products and services.

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

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

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

7. Bilingual (Fluent in speaking and writing, Spanish and English) strongly preferred.

Job Posted by ApplicantPro

Last updated : 2024-04-27