Branch Specialist (Teller/ Personal Banker - Bi-lingual English/Spanish required)

Consumers Credit Union; Waukegan (IL); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking credit union as a Branch Specialist, where you'll play a key role in member services and branch operations. This hybrid position combines the responsibilities of a Concierge, Teller, and Personal Banker, providing you with a unique opportunity to grow in the banking sector. You'll engage with members, assist with financial transactions, and promote services that meet their needs. With a supportive environment and a commitment to employee development, this role is perfect for those eager to start their career in financial services. Embrace the chance to make a difference in members' lives while advancing your professional journey.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Savings Plan

Pension Plan

Short-term Disability

Long-term Disability

Life Insurance

Qualifications

• 1+ year of experience in retail or customer service roles.
• Comfortable engaging in sales-oriented conversations.
• Computer proficiency in various platforms.

Responsibilities

• Greeting members and assisting with transactions.
• Opening new consumer accounts accurately.
• Identifying opportunities for product referrals.

Skills

Customer Service

Sales Skills

Cash Handling

Communication Skills

Multitasking

Education

High School Diploma

Tools

Microsoft Office

Data Processing Platforms

Job description

Description

We're Consumers Credit Union (CCU), a Great Place To Work certified company that values what you bring to the table.

Our Waukegan branch is currently seeking a full time Branch Specialist. This is a member-facing position with a lot of growth potential!

As a Branch Specialist, you will become a master working in a hybrid role! This position is a combination of being a Concierge, Teller, and Personal Banker. You'll provide outstanding service while greeting members (Concierge), performing financial transactions (Teller), opening accounts (Personal Banker) and educating members on our products and services! This is a wonderful early career position especially if you're interested in banking/financial services, being in a member-facing role with the ability to learn about branch operations, and are looking for growth opportunities.

Day-to-day responsibilities:

• Greeting members as they enter the branch or use the drive up lanes


• Assisting members with their self-service transactions by educating them on the interactive teller machine (ITM) and its related functions


• Assisting with teller transactions, member service issues, account maintenance, and other operational duties assigned by the Branch Manager and/or Assistant Branch Manager


• Opening new consumer accounts efficiently and accurately


• Identifying opportunities to refer members to additional products/services including consumer loan and mortgage products, as well as wealth advisors


• Seeking out and making recommendations for process improvements related to member service delivery and other branch efficiencies


• Ensuring adherence to all policies, procedures, compliance, audits, quality control and balancing standards

Qualifications:

• High School diploma or equivalent


• 1+ year of similar work experience (retail, customer service, guest relations, sales, and cash handling). Financial institution, Teller, Personal Banker experience is preferred


• Comfortable promoting products and services, educating members, and engaging in sales oriented conversations


• Computer proficient in Data Processing Platforms, Email, Internet/Intranet, Instant Messaging, and Microsoft Office


• Excellent interpersonal and communication skills


• Ability to multitask, work at a fast pace, and stay organized


• Propensity to be helpful, positive, act with integrity, and to embrace inclusion & diversity


• Availability to work 40 hours/week and be scheduled between the following hours:


• Monday - Thursday: 8:30AM - 5:30PM, Friday: 8:30AM - 6:30PM, Regular Saturdays: 8:30AM - 1:30PM

Compensation & Benefits:

Budgeted amount for hourly rate is $19. Position is eligible for an annual bonus opportunity.

Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.

For more information about benefit offerings, please visit our careers page: https://www.myconsumers.org/about/what-we-do/careers

About CCU:

Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union (CCU) has $4 billion in assets and serves more than 260,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org

Equal Opportunity Employer:

CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.

We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Human Resources team at: [e-mail] or 877-275-2228.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.