Teller

PenFed Credit Union; Town of Buchanan (WI); On-site; USD 45,461,000 - 52,349,000; Full time

Benefits offered by this job

Health, dental, and vision plans

Paid time off

Parental leave and family benefits

401(k) match

Employee loan discounts

Life and disability coverage

Education assistance

Community involvement

Volunteer opportunities

Job summary

PenFed Credit Union is seeking a Teller for the Fort Buchanan, Puerto Rico Financial Center. The role focuses on member service, selling financial products, and accurate teller transactions, with opportunities to train other branch staff.

Responsibilities include balancing cash, handling transactions, and assisting with remote banking channels. Strong customer service and bilingual abilities are highly valued.

Qualifications

• High school diploma or GED required.
• Minimum of one year of superior customer service experience.
• Teller experience preferred.
• Bilingual Spanish/English required.
• Experience using AI tools preferred.

Responsibilities

• Greet current and prospective members in person or by phone.
• Evaluate member needs and offer appropriate financial products and services.
• Identify sales opportunities and present options and solutions.
• Maintain knowledge of PenFed products and services.
• Assist members with PenFed Online, mobile banking and other remote channels.
• Balance cash drawer daily and prepare settlement sheets.
• Assist in daily balancing and closing out of the branch.

Skills

Customer service

Bilingual Spanish/English

Education

High School Diploma or GED

Tools

A.I. tools

Job description

Job Overview

PenFed is hiring a Teller to work onsite at our Fort Buchanan, Puerto Rico Financial Center. The primary purpose of this job is to assist with members service needs in form of selling of products, completing teller transactions, accurate balancing and performing additional operational duties. This position can also assist in the training of other branch employees. This position will play a vital role in delivering Best in Class Member Experience. The incumbent will work directly with the Branch Service Representative (BSR) sales team utilizing sales techniques to uncover member needs while creating a positive member experience.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Assist & Greet current prospective members in person or on the phone.
• Evaluate needs of potential members and offers appropriate financial products and services.
• Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions.
• Maintain knowledge of PenFed's products and services such as membership, checking, credit cards, loans, etc.
• Provide ongoing relationship with current members to gain additional services. Utilize sales techniques to uncover member needs and match to the credit union products and services.
• Assist and educate members on the use of PenFed Online (PFOL), mobile banking and other remote channels of banking. Assist members and explains all PenFed products and services.
• Resolve complex member problems using various PenFed channels within delegated limits as appropriate.
• Prepare loan documents for review and disbursement as necessary.
• Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations
• Maintain knowledge of PenFed policies and procedures.
• Remain current on outside competitive products.
• Conduct quality assurance monitoring of documents to be sent to Member Records.
• Provide input to and assists in the implementation of new marketing projects.
• Conduct member transactions when requested.
• Maintain teller cash drawer limits within PenFed policies and procedures
• Balance cash drawer daily and prepares individual settlement sheets.
• Maintain accurate records of deposits, withdrawals, official checks, POS, and share drafts.
• Assist with the daily balancing and closing out of the branch.
• Assist in training of new teammates.
• Perform various Universal Representative (UR) responsibilities that may include, but not limited to, determining loan payoffs, cashes checks, furnishing loan and share balances, provide account numbers, and disburses share withdrawals after verifying proper identification.
• Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
• Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
• Support additional PenFed initiatives to support needs of members, and business.
• If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.

Qualifications

Equivalent combination of education and experience is considered.

• High School Diploma or G.E.D. is required.
• Minimum of one (1) year of superior customer service experience is required.
• Teller experience is preferred.
• Valid Notary Public, preferred (not applicable for Puerto Rico locations)
• Bilingual-Spanish/English required.
• Experience using A.I. tools preferred.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

There Are No Additional Certifications Required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

Ability to travel to various worksites and be on-call may be required.

Pay Transparency

The anticipated starting hourly rate for this role is $16.25

This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval.

This position is eligible for an individual performance based annual bonus.

Benefits

• comprehensive health, dental, and vision plans
• paid time off
• family-friendly benefits like paid parental leave, care support, and fitness center access
• a 401(k) match
• employee loan discounts
• fully paid life and disability coverage
• education assistance
• community involvement
• volunteer opportunities

Our Purpose

Helping members achieve their dreams since 1935. Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at [e-mail] .