Bilingual Teller

Capital Credit Union; Appleton (WI); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading credit union in Appleton seeks a dedicated teller to assist members with transactions and provide exceptional service. The role involves balancing cash drawers, educating members on services, and building financial relationships. Ideal candidates will have strong attention to detail, interpersonal skills, and the ability to handle various banking tasks in a dynamic environment.

Qualifications

• 3-6 months of on-the-job experience, including at least one with a Credit Union.
• Ability to read, write, and understand detailed instructions.

Responsibilities

• Assists members with transactions using an online teller terminal.
• Balances cash drawer and transactions daily.
• Educates members about Home Banking and other products.

Skills

Attention to Detail

Interpersonal Skills

Analytical Skills

Bilingual (English and Spanish)

Education

High School Education

Tools

Online Computer Terminals

Coin Processing Machines

Adding Machines

Job description

College Ave Branch
926 W College Ave
Appleton, WI 54914, USA

Description

Position Purpose

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members in person, through drive-ups, or by telephone. Provides a broad range of Credit Union information, processes transactions, requests, and concerns with enthusiasm, quality service, and sales orientation. Balances a cash drawer daily.

• Assists members in person, through drive-ups, and by telephone using an online teller terminal to process deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information.
• Handles special member requests such as account research, stop payments, direct deposits, ACH, payroll deductions, wire transfers, and safe deposit boxes.
• Builds financial relationships with members through a consultative approach, discusses promotions, and makes referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging appointments.
• Educates members about Home Banking, E-Services, and other products, promoting applicable Credit Union services tailored to members’ needs.
• Balances cash drawer and transactions daily, seeks recovery of errors, and communicates any errors to affected members.
• Opens and/or closes the branch following all procedures and policies.
• Performs miscellaneous duties such as mail transactions, night deposits, deposit verifications, filing, and account updates.
• Stays current on procedural and policy changes through reading bulletins, memos, and attending staff meetings.
• May assume additional responsibilities like safe deposit billing, vault balancing, ordering supplies, and coin shipments.
• Assists other departments or branches as needed and when available.
• May assist in training new employees and cross-train in Teller Supervisor functions and Member Services, providing backup as necessary.

Necessary Experience and Qualifications

• Ability to read, write, and understand detailed and technical instructions, memos, and correspondence. Basic math skills acquired through high school education.
• Ability to operate online computer terminals, coin processing machines, and adding machines, typically through a basic course or 1-3 months of experience.
• Knowledge of products, services, and procedures for transaction processing, gained through 3-6 months of on-the-job experience, including at least one with a Credit Union.
• Strong attention to detail and accuracy, with the ability to focus for over 90% of work time and examine documentation closely.
• Analytical skills to research and resolve member issues and correct errors.
• Interpersonal skills to effectively communicate with diverse members and staff, particularly in high-stress situations. Ability to cross-sell Credit Union services.
• Fluency in both English and Spanish for bilingual teller roles.

Work Environment and Physical Requirements

• Office environment with moderate noise levels.
• Minimal lifting of up to 25 pounds.
• Frequent use of telephone, copier, computer, fax, and other office equipment.
• Prolonged sitting or standing.
• Requires frequent mental and visual concentration.

Note: The above describes the general nature and level of work performed. It is not an exhaustive list of all responsibilities, duties, or requirements.

Capital Credit Union is an Equal Opportunity Employer and participates in E-Verify. For more information, including employee rights under FMLA and the Employee Polygraph Protection Act, click the provided links.

Qualifications

Skills

Required

Expert

This employer is committed to equal employment opportunity and complies with federal laws. For more details, review the Department of Labor's "Know Your Rights" notice.