Teller & Member Services Specialist (Cash & Cross-Sell)

Island Federal; Hauppauge (NY); On-site; USD 32,000 - 42,000; Full time

Job summary

Island Federal Credit Union in Hauppauge, NY seeks a Teller I/Teller Float to perform routine financial transactions, learn the credit union’s products, and identify member needs for cross-selling opportunities. The role emphasizes courteous, accurate service and building financial well‑being for members.

Responsibilities include deposits, withdrawals, transfers, loan payments, and check cashing, plus maintaining cash drawer levels and a neat work area.

Qualifications

• High school graduate or equivalent.
• Must possess good communication skills.
• Minimum 3 months customer service experience in a financial institution or retail environment preferred.
• Previous Teller or cash handling experience preferred.

Responsibilities

• Learn all aspects of the teller position.
• Learn and obtain a solid foundation of the products and services offered by the credit union.
• Evaluate new and existing members accounts while performing transactions and be proactive in identifying each member’s needs. Cross sell credit union services, deposit and loans products, which provide solutions to the member’s needs and improve their financial well‑being.
• Greet members in a courteous, professional, and timely manner while providing prompt and accurate service.
• Perform transactions including, but not limited to, deposits, withdrawals, transfers, cash advances, loan payments, and check cashing.
• Responds in a professional manner to Members' inquiries, requests or problems.
• Responsible for maintaining teller drawer cash within the appropriate levels.
• Maintain an up-to-date and thorough knowledge of all credit union products and services.
• Promote, explain, and cross-sell credit union products and services.
• Responsible for the accuracy and completion of the teller daily proof.
• Keep all credit union Member and employee related business in strictest confidence.
• Possess general knowledge of BSA rules and regulations. Completes and passes BSA Training requirements.
• Process shared branching transactions and inquiries.
• Maintain a neat and orderly work area.
• Process check orders and certificates of deposit.
• Cross train and learn branch morning work.
• Accommodate flexible work schedule to meet branch needs, including evenings and weekends and other branch locations as directed by management.
• Teller Floats are required to report to various in-county locations and as directed by Management.
• Perform all other duties as assigned.

Skills

Customer service

Cash handling

Communication skills

Attention to detail

Education

High school diploma or equivalent

Job description

Island Federal Credit Union in Hauppauge, NY seeks a Teller I/Teller Float to perform routine financial transactions, learn the credit union’s products, and identify member needs for cross-selling opportunities. The role emphasizes courteous, accurate service and building financial well‑being for members.

Responsibilities include deposits, withdrawals, transfers, loan payments, and check cashing, plus maintaining cash drawer levels and a neat work area.