Member Experience Teller & Sales Pro

PenFed Credit Union; Arlington (VA); On-site; USD 26,000 - 27,000; Full time

Job summary

PenFed Credit Union is hiring a Teller to work onsite at our Pentagon Financial Center in Arlington, Virginia. The role involves assisting members, handling teller transactions, and balancing cash drawers while delivering Best in Class Member Experience.

Requirements include a high school diploma or GED, at least one year of customer service, and preferred Teller experience. Bilingual Spanish/English and Notary preferred; AI tools experience is a plus.

Qualifications

• High School Diploma or GED required.
• Minimum of one year of superior customer service experience.
• Teller experience preferred.
• Notary Public, preferred (not applicable for Puerto Rico locations).
• Bilingual-Spanish/English preferred.
• Experience using AI tools preferred.

Responsibilities

• Assist and greet current prospective members in person or on the phone.
• Evaluate needs of potential members and offers appropriate financial products and services.
• Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions.
• Maintain knowledge of PenFed’s products and services such as membership, checking, credit cards, loans, etc.
• Provide ongoing relationship with current members to gain additional services. Utilize sales techniques to uncover member needs and match to the credit union products and services.
• Assist and educate members on the use of PenFed Online (PFOL), mobile banking and other remote channels of banking.
• Resolve complex member problems using various PenFed channels within delegated limits as appropriate.
• Prepare loan documents for review and disbursement as necessary.
• Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations
• Maintain knowledge of PenFed policies and procedures.
• Remain current on outside competitive products.
• Conduct quality assurance monitoring of documents to be sent to Member Records.
• Provide input to and assists in the implementation of new marketing projects.
• Conduct member transactions when requested.
• Balance cash drawer daily and prepares individual settlement sheets.
• Maintain accurate records of deposits, withdrawals, official checks, POS, and share drafts.
• Assist with the daily balancing and closing out of the branch.
• Assist in training of new teammates.
• Perform various Universal Representative (UR) responsibilities...
• Maintain high level of proficiency in operating internal PenFed systems to support needs of members and business.
• Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
• Support additional PenFed initiatives to support needs of members, and business.
• If Notary Public, will be responsible for providing members Notary Services.

Skills

Customer service

Bilingual Spanish/English

Teller experience

Notary Public

AI tools experience

Education

High School Diploma or GED

Tools

AI tools

Job description

PenFed Credit Union is hiring a Teller to work onsite at our Pentagon Financial Center in Arlington, Virginia. The role involves assisting members, handling teller transactions, and balancing cash drawers while delivering Best in Class Member Experience.

Requirements include a high school diploma or GED, at least one year of customer service, and preferred Teller experience. Bilingual Spanish/English and Notary preferred; AI tools experience is a plus.