Teller

Citadel Credit Union; Caln Meeting House (PA); On-site; USD 32,000 - 42,000; Full time

Job summary

Citadel Credit Union in Thorndale, PA is seeking a Financial Service Representative (Teller) to handle daily banking transactions with a focus on accuracy and superior customer service. You will help customers with product information, cross-sell services, and maintain confidentiality in a busy branch environment.

The role emphasizes cash handling, teamwork, and compliance with BSA training, with occasional Saturday shifts.

Qualifications

• High school diploma or equivalent required.
• 1 year of customer service and cash handling experience.
• 2+ years of customer service, cash handling and sales experience preferred.
• Previous banking experience preferred.

Responsibilities

• Demonstrate Citadel Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Meet or exceed team performance goals, such as customer service, sales, and production.
• Accurately perform customers’ financial transactions by producing quality work; cash handling and counting.
• Be knowledgeable of all financial services offered by Citadel; educate customers on products.
• Recognize and initiate sales opportunities to increase Citadel relationships.
• Maintain confidentiality of members' financial information and comply with security procedures.
• Communicate clearly in verbal and written form; work Saturday hours as needed.

Skills

Customer service

Cash handling

Sales

Problem solving

Multitasking

Education

High school diploma or equivalency

Job description

Thorndale
Thorndalenull
40 N. Bailey Road
Thorndale, PA 19372, USA

• On-site
• Credit Union Branches
• Full-Time
• Requisition #: TELLE004171

Description

Function

Citadel’s Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer service with the convenience of accurate and timely transactions. As a member of our Retail Delivery Network, FSR's are essential to building quality relationships with our customers by providing them a positive banking experience.

Our Representatives are expected to inform our customers of the many different products and services we offer to enhance their banking experience with Citadel. FSR's are required to initiate cross-sell opportunities of these products with the purpose of enhancing their relationship with Citadel. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.

Duties and Responsibilities

• Demonstrate Citadel Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Meet or exceed team performance goals, such as customer service, sales, and production.
• Accurately perform customers’ financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs’, and/or Inline Teller Machines.
• Be knowledgeable of all financial services offered by Citadel.
• Educate and provide customers with product and/or service information.
• Recognize and initiate sales opportunities to increase and maintain long-term Citadel relationships.
• Retain profitable households through effective sales and customer service skills.
• Maintain an awareness of competitors’ services.
• Be self-motivated, confident, and assertive while handling heavy customer contact.
• Exhibit strong teamwork capabilities while working in an office environment.
• Communicate clearly and effectively in a variety of settings, both verbal and written.
• Comply with Citadel’s operation and security procedures.
• Remain compliant with the Bank Secrecy Act by completing annual BSA training.
• Maintain awareness of scams and risk threats that have potential to create a loss for Citadel or its members.
• Maintain confidentiality of members financial information in a secure and secure manner
• Ability to work Saturday hours.
• Perform other duties as assigned

Qualifications and Education Requirements

Work Experience

• 1 year of customer service and cash handling experience
• 2+ years of customer service, cash handling and sales experience preferred
• Previous banking experience preferred
• Demonstrate professionalism through dress and demeanor
• Ability to navigate multiple software applications
• Ability to achieve sales goals through outstanding service
• Ability to adapt quickly to change and handle multiple tasks throughout the day
• Ability to handle pressure, does not easily get overwhelmed
• Des ire to provide superior customer service and get to know members
• Ability to handle basic and intermediate computer skills.
• Excellent communication and problem solving skills. Demonstrates adaptability when interacting with customers. Maintain confidentiality, promote integrity, and support the corporate mission.

Education

• High school diploma or equivalency

Performance Measurements

Performance metrics will be established each year based on corporate and strategic goals.

The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members.

Physical Demands

While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.

EEO Statement

Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.