Member Service Consultant Teller

Call Federal Credit Union; Mechanicsville (VA); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated member service representative to serve as a vital link between members and the credit union. In this dynamic role, you will ensure exceptional service, educate members about various financial products, and handle transactions with accuracy and efficiency. Your positive attitude and strong interpersonal skills will be essential as you engage with members and help them navigate their banking needs. Join a supportive team that values your contributions and offers a range of comprehensive benefits, including medical, dental, and retirement plans. If you're ready to make a difference in the community, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K with generous employer contribution

Paid Community Service Time

Birthday Off with Pay

PTO

Short-term Disability

Long-term Disability

Parental Leave

Qualifications

• Minimum of one year cash handling and retail experience required.
• Excellent interpersonal skills and ability to work independently.

Responsibilities

• Provide exceptional service and educate members on products.
• Handle transactions, verify information, and open accounts.
• Respond to member requests and advocate for company brand.

Skills

Cash handling

Customer service

Interpersonal skills

Sales skills

Attention to detail

Education

High school diploma or equivalent

Job description

Position Summary: Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff.

Essential Functions and Responsibilities:

1. Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements.
2. Educate members regarding all Call Federal products and services in a consistent sales environment.
3. Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email.
4. Provide prompt, efficient, accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits.
5. Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds.
6. Open accounts for existing members.
7. Provide services such as Visa gift cards and Visa cash advances.
8. Respond to member requests/problems/complaints and direct them to appropriate staff for additional assistance.
9. Ordering of all electronic/digital services.
10. Accountability for all assets under your control, including cash drawer, if applicable.
11. Process check imaging through branch capture daily.
12. Assist members with all member service forms.
13. Uncover opportunities for member engagement, via in-person or outbound sales calls to achieve sales goals.
14. Advocate and demonstrate company brand.
15. Other duties as assigned.

Qualifications:

1. High school diploma or equivalent.
2. Previous cash handling experience, minimum of a year.
3. Previous retail experience, minimum of a year.
4. Requires flexible schedule availability including evenings and weekends.
5. Excellent interpersonal skills required.
6. Self-motivated; can work independently, but also in a team environment.
7. Takes initiative to proactively add value to the member and credit union.
8. Positive and optimistic.
9. Trustworthy and honest.
10. Attention to details a must.
11. Acceptable background check; credit, criminal and insurance verification.

Environmental Factors and Physical Requirements:

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk, stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including the ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear.

Benefits:
Medical Insurance
Dental Insurance
Vision Insurance
Voluntary Life
Pet Insurance
HSA/FSA/DCA
Accident Insurance
Critical Illness Insurance
401K with generous employer contribution

Company Paid Benefits Include:
Group Life Insurance
Short-term Disability
Long-term Disability
Parental Leave
HSA Employer Contribution and Matching
Employer Paid HRA
10 Paid Holidays
Birthday Off with Pay
Paid Community Service Time
PTO

Location: 9397 Atlee Rd, Mechanicsville, VA 23116

Hours: Monday - Thursday 8:45-5:15, Friday 8:45-6:15, Saturday 8:45-12:15

All communication will be via email.