Teller

Kalsee Credit Union; Battle Creek (MI); Presencial; USD 32 000 - 42 000; Tempo integral

Resumo da oferta

Kalsee Credit Union in Battle Creek is seeking a Member Experience Representative (Teller) to build relationships and deliver outstanding service by processing transactions and guiding Members to suitable products and services.

The role requires accuracy, compliance with BSA/OFAC regulations, cash handling, and a friendly, proactive approach to help Members save time, money, and gain peace of mind in their financial lives.

Qualificações

• High School Diploma or equivalent required.
• Prior financial industry experience preferred.
• High accuracy and attention to detail required.
• Prior cash handling and member service experience preferred.

Responsabilidades

• Provide extraordinary member service by being knowledgeable and engaging with Members, applying service standards.
• Listen actively to understand questions and concerns, and guide Members to appropriate products and services.
• Accurately process transactions including cashing checks, deposits, withdrawals, and information inquiries.
• Review all activities for compliance with policies and regulations (BSA/OFAC).
• Balance cash drawer daily and maintain accuracy at end of day.
• Perform miscellaneous duties such as end-of-day activities, filing, and answering phones.

Conhecimentos

Cash handling

Customer service

Retail banking

Compliance awareness

Formação académica

High School Diploma

Descrição da oferta de emprego

Description

Member Experience Representatives (MERs or Tellers) build relationships and cultivate financial wellness empowering people to focus on what matters. MERs deliver extraordinary service by creating value for Members through recommending appropriate products and services to which will help them make money, save money, save time, and add peace of mind and convenience to their lives.

• Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards.
• Listen actively to fully understand and answer Members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for Members that will help them make money, save money, save time, and/or add convenience and peace of mind. Look for ways to enhance members’ relationships by building trust and confidence.
• Accurately process transactions in accordance to the MER 1 responsibilities, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing withdrawals, processing transactions from night depository, etc.
• Review all activities for compliance with established policies, procedures and regulations.Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.
• Balance assigned cash drawer during and at the end of each work day.
• Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.

Requirements

• Must have High School Diploma or equivalent
• Previous financial industry experience preferred
• Must be able to learn and apply a variety of software applications
• High degree of accuracy and attention to detail
• Prior experience in a retail service environment to include cash handling and member service preferred