Job Description
Description:
BASIC FUNCTION:
Under the direction of the Teller II and Teller III/Head Teller, develop business by initiating and building strong relationships with new and existing members. Responsible for generating new business relationships. Through personal contact and full utilization of information systems, uncover member needs and develop product/service packages designed to meet those needs. Perform savings, loans and teller transactions for members. Ensure proper balancing of cash drawer, checks and negotiable items. Service new membership accounts and loans. Answer incoming calls related to member service inquiries. Perform other tasks as assigned by management.
MEMBER SERVICE:
Provide consistent courteous, personal, and professional service to members. Develop strong member loyalty by continually interacting with members, anticipating their needs and offering Credit Union products/services to fill members’ needs and increase member wealth. May include outbound calls to existing/potential member to develop loan needs and to solicit new member business. Promote the use of automation by personally demonstrating use of automated services to members. Open new accounts, service existing accounts, and complete transactions like deposits, withdrawals, loan payments, and check cashing for members. Resolve account problems and answer general member questions. Meet specific, measurable goals for shares, loans, insurance, warranty coverage, cross-selling and referrals based on the credit union business plan.
SALES GOALS:
Responsible for specific, measurable goals for shares, loans, insurance, warranty coverage, cross-selling and referrals based on credit union’s strategic plan.
MEMBER ACCOUNT MAINTENANCE:
Perform maintenance service like account information changes, stop payments, check orders, membership card replacements, allotments, and direct deposit establishments, account closings, and research. Through these activities, provide service that exceeds members’ expectations by offering products/services to save time and money, offer convenience and peace of mind. Complete automated processing and documentation accurately.
GENERAL OPERATIONS:
Assist management with administrative and operational duties such as preparing deposits, filing, scanning member files, assisting with member inquiries, processing night drop deposits and safe deposit box access. Participating in and/or performing audits of colleagues’ cash boxes and/or vaults may also be required.
Assist management with administrative and operational duties such as participate in and/or perform audits of colleagues’ cash boxes and vaults, preparing deposits, filing, scanning member files, assisting with member inquiries, processing night drop deposits, and safe deposit box access,
TEAM COMMUNICATION/PRODUCTIVITY/SUPPORT:
Develop and nurture a philosophy focusing on honest, open communications, individual productivity, and strong member orientation. Offer ideas to improve member service, reduce operating expenses, and meet sales goals.
Requirements:EDUCATION: Equivalent to High School education with additional broad specialized training equivalent to 1 year college. Experience can be credited in lieu of education. Continuing education a plus.
EXPERIENCE: 1-2 years sales experience with a financial institution products and services, including meeting sales goals for deposit, credit and automated products.
KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of financial institution products, services and operations; excellent skills in communication, customer service and sales; very strong member/customer orientation; ability to work independently and as part of a team, solve challenges; demonstrate flexibility and eagerness to learn and embrace change. Ability to lift 50 pounds, stand or sit for long periods of time, use general office equipment such as telephone, computer, scanner, fax and printer.
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