Teller

KALSEE Credit Union; Portage (MI); On-site; USD 21,000 - 25,000; Full time

Job summary

KALSEE Credit Union in Portage, MI seeks a Member Experience Representative to build relationships and promote financial wellness for members. The MER will deliver exceptional service by understanding member needs and recommending suitable products and services that help them save money, earn money, and gain peace of mind.

You will handle transactions, maintain accurate records, and comply with BSA/OFAC standards while balancing cash drawers and supporting branch operations with a friendly,

Qualifications

• 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.

Responsibilities

• Provide extraordinary member service by being knowledgeable and engaging with Members.
• Listen actively to understand questions/concerns and offer guidance to appropriate products and services.
• Accurately process transactions and balance cash drawer daily.
• Review activities for compliance with policies, procedures and regulations (BSA/OFAC).
• Balance assigned cash drawer during and at end of each work day.
• Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies.

Skills

Customer service

Cash handling

Attention to detail

Learning software

Retail banking

Education

High school diploma or equivalent

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.

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