Teller

Kalsee Credit Union; Kalamazoo (MI); On-site; USD 22,000 - 26,000; Full time

Job summary

Kalsee Credit Union in Kalamazoo, MI seeks Member Experience Representatives (MERs) to build relationships and promote financial wellness while delivering extraordinary service.

You will handle transactions, answer questions, and refer suitable products to help members save money and time, with emphasis on accuracy and compliance. This role pays $16–$19/hour in the first year.

Qualifications

• High School Diploma or equivalent required.
• Experience in financial services preferred but not mandatory.
• Strong customer service and cash handling skills.
• Ability to learn and apply software applications.

Responsibilities

• Provide extraordinary member service by being knowledgeable and engaging with Members.
• Listen actively to understand questions/concerns and offer guidance to appropriate products/services.
• Accurately process transactions including cashing checks, deposits, withdrawals and inquiries.
• Maintain compliance with policies and regulations (BSA/OFAC) and complete required trainings.
• Balance cash drawer daily and at end of shift.
• Perform miscellaneous duties such as filing and answering phones.

Skills

Cash handling

Customer service

Active listening

Attention to detail

Sales/referrals

Education

High School Diploma or equivalent

Experience in financial industry preferred

Tools

POS system

Basic computer skills

Job description

Description

Member Experience Representatives (MERs) 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.

Description

Member Experience Representatives (MERs) 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

Note on Pay: We have a stratification system that allows our Tellers to increase their hourly wage incrementally from $16/hour to $19/hour within their first year.