Teller

Banking for GOOD; Palm Harbor (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Achieva Credit Union is seeking a Teller to serve as the frontline representative, delivering exceptional financial services and building strong member relationships in a Palm Harbor, Florida branch. Responsibilities include handling transactions, driving sales referrals, and maintaining branch operations.

The role emphasizes accurate cash handling, excellent communication, and a member-centric approach in a busy office setting.

Qualifications

• High school diploma or GED required.
• Experience in customer service or retail banking preferred.
• Strong communication and problem-solving skills.

Responsibilities

• Deliver friendly, professional service to members in person and by phone.
• Accurately process teller transactions and account maintenance tasks.
• Assist members with financial needs and refer to appropriate team members as needed.
• Support branch opening/closing procedures and maintain security standards.

Skills

Customer service

Cash handling

Communication

Attention to detail

Teamwork

Multitasking

Banking software

Microsoft Office

Education

High school diploma or GED

Tools

Banking software

Microsoft Office

Job description

Position Summary:
The Teller serves as a frontline representative of the credit union, playing a vital role in delivering exceptional financial services and fostering strong member relationships. This position blends service excellence, operational accuracy, and sales support to ensure a positive experience for every member.

Key Responsibilities: Member Engagement

• Champion a member-first culture by delivering friendly, professional, and personalized service.
• Respond to member inquiries and concerns both in person and by phone, ensuring timely and effective resolution.
• Engage members in meaningful conversations to understand their financial needs and identify opportunities to add value.
• Refer members to appropriate team members or services when specialized support is needed.

Sales Excellence

• Collaborate with branch colleagues to meet and exceed sales goals.
• Proactively identify opportunities to cross-sell credit union products and services that align with member needs.
• Utilize RSS tools to support member service and facilitate referrals.

Member Accounts & Branch Operations

• Accurately and efficiently process a wide range of teller transactions and account maintenance tasks.
• Ensure compliance with all transactional policies and procedures.
• Participate in branch opening and closing routines, maintaining security and operational readiness.
• Support smooth daily operations and uphold branch standards during business hours.

Organizational Engagement

• Represent the credit union with professionalism and courtesy in all interactions.
• Uphold the highest ethical standards in all interactions and responsibilities.
• Support leadership initiatives that position the credit union as a top employer.
• Take initiative to perform other essential functions as needed to support the team.
• Be available to work Saturdays as part of the branch schedule.

Requirements: Education and Experience

• High school diploma, GED or equivalent.
• Customer service experience with strong focus on providing exceptional service to customers and members.

Certifications

• None

Skills and Attributes

• Excellent communication and people skills to effectively interact with members and team members.
• Strong multitasking abilities, prioritization skills, and adaptability in a fast-paced environment.
• Proficiency in using banking software, computer systems and Microsoft Office Suite.
• Strong attention to detail and committed to maintaining accurate records and transactions.
• Ability to uphold the credit union’s values and fostering a positive work environment.
• Proven ability to work collaboratively with other departments and teams to achieve organizational goals.
• Professional appearance required.
• Strong commitment to fostering a member-centric culture with strong emphasis on delivering excellent customer service.
• Ability to participate branch activities and community events for branch awareness.

Physical Demands & Work Environment:

Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

This role operates primarily operates in-person in an office environment. On occasion, this position may require occasional travel to other Achieva offices or events. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. This position may require extended periods of sitting or standing and occasional light lifting (up to 25 pounds) may be required.

EEO Statement:

Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.