Roaming Teller I

CapEd Credit Union; Meridian (ID); On-site; USD 32,000 - 42,000; Full time

Job summary

CapEd Credit Union in Meridian, ID is seeking a Roaming Teller I to engage members in conversations, resolve inquiries, and deepen relationships while processing cash and other transactions. The Roaming Teller covers for branch tellers and travels to nearby locations from the home branch.

Responsibilities include educating members on products and services, maintaining knowledge of promotions, and supporting branch operations with accuracy and courtesy, with travel and transportation requirements.

Qualifications

• Six months to twelve months of similar or related experience.
• A high school education or GED.

Responsibilities

• Assists members with account inquiries and performs cash and non-cash transactions.
• Balances cash and daily transactions with accuracy and minimal errors.
• Maintains knowledge of credit union products, services, and promotions.

Skills

Cash Handling

Customer Service

Communication

Education

High School Diploma or GED

Job description

Job Details

Job Location: South Meridian MCC - MERIDIAN, ID 83642

Position Type: Full Time

Role

The Roaming Teller I promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquires, enrich the members experience and deepen their relationship with the Credit Union. This position processes transactions, handles cash, provides account maintenance and/or troubleshooting, and educates members on Credit Union products and services. The purpose of the Roaming Teller is to cover for Tellers at other Branches that are absent from work. The Roaming Teller will work out of their home branch and travel to other branches as needed. The Roaming Teller will furnish their own transportation to the assigned location.

Essential Functions & Responsibilities

• Assists members, guest members and potential members with their account inquiries, performs cash and non-cash transactions and account maintenance while actively listening to and inquiring about members needs with the objective of providing the ultimate member experience and value-added solutions.
• Resolves member inquires with a focus on our Brand Promise while utilizing and adhering to company policies. Researches and explores potential solutions to provide alternatives for members. Follows escalation processes to direct members to appropriate team member as needed.
• Balances cash, checks and conducts daily transactions with minimal errors.
• Maintains knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.

Qualifications

• Experience: Six months to twelve months of similar or related experience.
• Education: A high school education or GED.

Critical Job Competencies

Brand Promise and Values: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We are respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions.

• Building Member Loyalty: Effectively meeting member needs; building productive member relationships; taking responsibility for member satisfaction and loyalty.
• Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service or idea from prospects and clients.
• Follow Up: Establishing procedures to monitor the results of delegations, assignments, or projects; taking into consideration the skills, knowledge, and experience of the assigned individual and characteristics of the assignment or project.
• Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals.

Very Important Job Competencies

• Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
• Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application.
• Adaptability: Effectively adjusting readily to different conditions and situations.
• Energy: Consistently maintaining high levels of activity or productivity; sustaining long working hours when necessary; operating with vigor, effectiveness, and determination over extended periods of time.
• Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical and professional skill or knowledge in position related areas; keeping up with current developments and trends in areas of expertise.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or remain in a stationary position; use hands to finger, handle, operate, input or feel; reach with hands and arms in any direction; talk, communicate, converse, exchange information and hear; balance, kneel, walk and stand, occasionally moving and traversing; and will frequently use a computer and/or phone. There may be repetitive motions, making substantial movements of the wrists, hands, and/or fingers. The employee needs the ability to wear personal protective gear correctly. This is considered sedentary work: exerting up to 10 to 25 pounds of force occasionally and/or a negligible amount of force frequently or consistently to lift, carry, push, pull or otherwise move objects, including the human body. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows. This position may involve periodic stressful conditions. The Credit Unions business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this position may occasionally require an adjusted work schedule, overtime, and to include evening/weekend hours. The noise level in the work environment is usually moderate.

Disclaimer

NOTICE: This job description does not create a contract of employment and at all times your employment, if any, remains at will. This job description also in no way limits the duties to be performed by the employee, which may be assigned or modified from time to time by Capital Educators Federal Credit Union. Please know that Capital Educators Federal Credit Union is an Equal Employment Opportunity Employer and all decisions regarding employment including hiring and promotion are based on the individual meeting the essential functions of the job, with or without reasonable accommodation, and without a direct safety threat or undue hardship.