Teller/Banker (Wurzbach)

Security Service Federal Credit Union; San Antonio (TX); On-site; USD 30,000 - 45,000; Full time

Job summary

A leading credit union is looking for a proactive Teller/Banker in San Antonio. In this role, you will be the first point of contact for customers, guiding them in their financial journeys while offering tailored products and services. You will enjoy growth opportunities and a collaborative environment, focusing on member satisfaction and achieving sales goals.

Qualifications

• Minimum of two years of retail banking and cash handling experience.
• Excellent communication and interpersonal skills required.
• Proficiency in computer software including Excel, Word, and Outlook.

Responsibilities

• Deliver an excellent first impression of the credit union.
• Promote products to help members achieve their financial goals.
• Provide universal service and cross-train in various functions.

Skills

Customer service

Sales skills

Interpersonal skills

Attention to detail

Organizational skills

Education

High school diploma or equivalent

Tools

Excel

Word

Outlook

Job description

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What You Will Do

As a Teller/Banker, you will often deliver the very first impression of the credit union to our members (credit union lingo for customers). You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our checking and savings accounts, loans, credit cards, and insurance services, to name a few. You will only offer products and services that meet our member's needs and contribute to their financial success. You will be a team player and support the credit union in becoming America's Best by meeting sales goals, proactively identifying cross-sell opportunities, and educating members on digital services available to them. You will provide "universal" service and will be cross-trained in both teller and banker functions to better serve our members. This means additional learning and growth opportunities for you! Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.

What You Will Do

As a Teller/Banker, you will often deliver the very first impression of the credit union to our members (credit union lingo for customers). You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our checking and savings accounts, loans, credit cards, and insurance services, to name a few. You will only offer products and services that meet our member's needs and contribute to their financial success. You will be a team player and support the credit union in becoming America's Best by meeting sales goals, proactively identifying cross-sell opportunities, and educating members on digital services available to them. You will provide "universal" service and will be cross-trained in both teller and banker functions to better serve our members. This means additional learning and growth opportunities for you! Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.

What We Require

At Security Service, we champion career growth and development. As such, our member service roles have a defined career path to support this. Most of our branch managers and assistant branch managers started in a Teller/Banker role! Member Consultant I: High school diploma or equivalent. Minimum of two (2) years of retail banking, cash handling, customer service and sales, or comparable experience. A customer-centric attitude focused on delivering great experiences to our members while maintaining strict confidentiality. Excellent interpersonal and communication skills with a goal-driven mindset. Proficiency in computer software including Excel, Word, and Outlook. Strong attention to detail, strong organizational skills and the ability to focus in a fast-paced environment. Able to maintain a flexible work schedule during normal business hours--never work another Sunday! May be required to travel to and from other branch locations for work and/or training. At management discretion employee may be required to complete, within 180 days of request, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act). If registered, must maintain active registration, and comply with all requirements of the S.A.F.E. Act, including but not limited to, providing their unique identifier, and ensuring the Registry is updated with significant changes (i.e., name changes and reportable changes to legal or regulatory actions) within 30 days and must update employment and personal information in the Registry as required. If required to register as an MLO, will successfully pass a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list as required by secondary market investors. Must maintain ability to pass any subsequent background checks against these lists and comply with all their requirements.

Ideal Candidate Will Have

A desire to learn and grow within the credit union. Prior experience with banking or financial institution core systems and platforms. Experience with recommending products and service that meet customer's needs. Our most successful Teller/Bankers are able to ask appropriate high-impact questions in order to discover needs that our members didn't even know they had. Our ultimate goal is to ensure our members are aware of what we offer so we are able to save them time and money.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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