Member Service Consultant Teller

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

Job summary

An established industry player is seeking a dedicated member service representative to enhance member engagement and deliver exceptional service. In this dynamic role, you will serve as a vital link between the credit union and its members, performing transactions, providing valuable information, and ensuring a positive experience. Your ability to educate members about various products and services will be key in fostering relationships and achieving sales goals. Join a supportive team that values trust, honesty, and attention to detail, and enjoy a range of comprehensive benefits designed to support your well-being and professional growth.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K with Employer Contribution

Paid Community Service Time

Birthday Off with Pay

PTO

Short-term Disability

Long-term Disability

Parental Leave

Qualifications

• Minimum of one year in cash handling and retail experience required.
• Excellent interpersonal skills and attention to detail are a must.

Responsibilities

• Provide exceptional service to members and perform basic teller transactions.
• Educate members about products and services in a sales environment.
• Respond to member inquiries and direct them to appropriate staff.

Skills

Interpersonal Skills

Cash Handling

Customer Service

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. Use 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. Verify 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. Order 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 detail 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 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: 6011 Staples Mill Rd, Richmond, VA 23228

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