Teller (Full-Time)

Summit Federal Credit Union; Summerville (NY); On-site; USD 23,000 - 29,000; Full time

Job summary

Summit Federal Credit Union on the Greece Branch in Greece, NY is seeking a full-time Teller to provide quality member service while processing member transactions accurately and promptly.

This role requires balancing daily work, handling inbound inquiries by phone and in person, and making referrals to promote products and services that best meet members’ needs.

Qualifications

• High School diploma or equivalent required.
• Minimum six months cash handling experience.
• Excellent math and keyboarding skills.
• Strong interpersonal and sales abilities.
• Ability to promote and refer financial products to members.

Responsibilities

• Process transactions accurately and efficiently via in person and phone channels.
• Balance daily work and maintain cashier accuracy.
• Answer inbound teller-line member questions and requests.
• Refer and sell Summit products and services to meet member needs.
• Maintain security and compliance with policies and procedures.
• Support Head Teller with daily close-out procedures as needed.

Skills

Cash handling

Interpersonal skills

Sales skills

Member relationships

Flexibility

Education

High School Diploma/Equivalency

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Administrative Support Workers Greece, Rochester, NY, US

STATUS: Full-time / Non-Exempt

REPORTS TO: Branch Manager

LOCATION: Greece Branch

HOURS: 37.5 hours per week

COMPENSATION: The starting hourly wage for this position is expected to be $18.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law.

*Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month, with a day off during the week.

Position Overview

The primary function of a Teller (Full Time) is to provide quality member service while processing member transactions accurately and in a timely efficient manner. Exhibit knowledge in Branch Operational Procedures and promote relationships by referring and selling financial products and services that best suit our members’ needs.

Essential Functions

• Represent the Credit Union with a positive, courteous, enthusiastic and professional attitude towards all members, colleagues, management, board members and outside vendors.
• Responsible for performing transactions accurately and efficiently via phone and in person.
• Responsible for balancing daily work.
• Answer inbound teller-line member support phones and process telephone requests.
• Consistently make appropriate and timely suggestions/referrals of products and services to members.
• Make quality referrals to Member Service Specialists for thorough review of features and benefits of products and services.
• Make quality referrals to the Summit Retirement and Investment Services department.
• Meet sales goals as determined by management using CML.
• Adhere to credit union policies and departmental/branch procedures.
• Update and document information learned about members in Contact Event Manager.

Other

• Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.
• Completion of special projects as assigned by the Head Teller or management.
• Assist Head Teller with daily close-out procedures and any other duties as requested.
• Strictly adhere to the established security and regulatory procedures while maintaining security of the work area and member sensitive documents, ensuring that it presents a well maintained, organized and neat appearance.

Qualifications

Education/Experience: An equivalent combination of the following:

• High School Diploma/Equivalency required.
• Minimum six months’ cash handling experience.

Skills

• Strong math and keyboarding skills required.
• Excellent interpersonal skills.
• Proficient sales skills, with the ability to recognize opportunities that meet member needs.
• Ability to build member relationships and promote member loyalty.
• Must be able to sit and or stand for an extended period of time in a normal office environment.
• Occasional lifting required.
• Ability to travel to other branch locations for staffing assistance, trainings and meetings as assigned.

EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.