Member Services Teller & Financial Guidance

OnPoint Community Credit Union; Bend (OR); On-site; USD 25,000 - 36,000; Full time

Job summary

OnPoint Community Credit Union in Bend, OR is seeking a Teller to be the welcoming face of our branch. You will handle routine transactions, assist members with deposits and withdrawals, and inform them about products and services to meet their financial needs.

You will deliver outstanding member service, maintain accurate cash handling, and support cross-selling while adhering to compliance and security guidelines.

Qualifications

• High School graduate or GED required.
• 6–12 months teller experience within a financial institution, retail sales, or a customer service position involving cash handling experience required.
• Bilingual skills are highly desired.
• Ability to count cash, arithmetic, ten-key calculator and basic computer skills.
• Demonstrates a high level of member service, sales, interpersonal communication skills, problem solving, motivation to accomplish set goals, organization and self-management skills.

Responsibilities

• Deliver exceptional member service through welcoming greetings, attentive body language, friendly conversation, and ensuring all member needs are met.
• Processes and accurately document all teller transactions according to established procedure.
• Understands and determines acceptability of negotiable items and member identification.
• Identifies and addresses members’ questions and concerns to offer solutions.
• Proactively engaging member questions to uncover needs and cross-sell products and services. Refers to appropriate staff members or opens product/service as appropriate.
• Assists with lobby management traffic to ensure members are being helped in a timely manner and feel welcome.
• Keeps informed on up-to-date financial services and tools offered by Credit Union and educate members of new services and tools available to them.
• Maintains cash drawer and balances within guidelines established by Credit Union.
• Able to assist or lift 50-pound bags of coin. Stands for extended periods of time as required (up to four hours at a time).
• Perform any additional duties as required by the Management Team.
• Actively work to meet or exceed product and service cross-sale goals.

Skills

Cash handling

Customer service

Cross-selling

Teamwork

Communication

Compliance

Education

High School diploma or GED

Job description

OnPoint Community Credit Union in Bend, OR is seeking a Teller to be the welcoming face of our branch. You will handle routine transactions, assist members with deposits and withdrawals, and inform them about products and services to meet their financial needs.

You will deliver outstanding member service, maintain accurate cash handling, and support cross-selling while adhering to compliance and security guidelines.