Member-Focused Banking Advisor & Teller

Canyon View Credit Union; West Jordan (UT); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health Insurance with HSA

401(k) 14.47%

PTO 18 days

12 paid holidays

Training opportunities

Discounts on rates/fees

Job summary

Canyon View Credit Union in West Jordan, Utah seeks a Financial Service Representative (Banker/Teller) to deliver exceptional member service by identifying needs and offering financial solutions. You will process deposits, withdrawals, loans education, and resolve issues while building lasting member relationships.

You will also cross-sell CU products, educate on loans, and ensure regulatory compliance in daily operations.

Qualifications

• High School diploma, G.E.D, or other equivalent.
• Previous cash handling, customer service and/or sales experience.
• Must be self driven with effective communication skills.
• 6+ months experience in building customer relationships and offering sales and solutions to benefit the customer, preferred.
• Proficient with standard office machinery and software.

Responsibilities

• Build relationships with our members through excellent service to ensure their financial needs are met—listening and educating members on CU products and solutions.
• Receive and accurately process member financial transactions, including deposits, withdrawals, payments, wire transfers, and other transactions.
• Offer solutions for members' financial needs by cross-selling products and services.
• Make outbound calls to known members for onboarding and relationship building.
• Develop and maintain member relationships and ensure elevated service levels.
• Meet sales and service goals and participate in programs.

Skills

Cash handling

Customer service

Sales experience

Effective communication

Relationship building

Education

High School diploma/G.E.D.

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Canyon View Credit Union in West Jordan, Utah seeks a Financial Service Representative (Banker/Teller) to deliver exceptional member service by identifying needs and offering financial solutions. You will process deposits, withdrawals, loans education, and resolve issues while building lasting member relationships.

You will also cross-sell CU products, educate on loans, and ensure regulatory compliance in daily operations.