Teller Service Representative Detail page

Veridian Credit Union; Independence (IA); Hybrid; USD 19,000 - 22,000; Part time

Benefits offered by this job

Medical, dental and vision insurance

Group term life insurance

401(k) and profit-sharing plans

Yearly incentive program

Job summary

Veridian Credit Union in Independence, IA is seeking a Part-Time Teller Service Representative to provide superior member service, perform transactions accurately, and promote Veridian products and services.

This role requires a High School Diploma, cash handling or customer service experience, math and clerical aptitude, and proficiency with Microsoft Windows. You will balance cash, assist members, and cross-sell financial solutions.

Qualifications

• High school diploma required; cash-handling experience preferred.
• Experience in customer service and/or cash handling is preferred.
• Math and clerical aptitude required.
• Proficiency with Microsoft Windows and basic computer skills.

Responsibilities

• Perform member transactions including deposits, withdrawals, loan payments, and transfers.
• Assist members with inquiries about accounts and services.
• Cross-sell Veridian products and services to members.
• Balance cash drawer per teller balancing procedures.
• Maintain confidentiality and security of member information.

Skills

Oral communication

Written communication

Member service focus

Attention to detail

Team orientation

Dependable and punctual

Confidentiality

Organizational skills

Self-motivation

Problem solving

Education

High School Diploma

Customer service/cash handling experience

Math and clerical aptitude

Microsoft Windows proficiency

Job description

Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.

Essential Functions

• Create excellent service experiences that promote the Veridian brand.
• Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
• Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc.
• Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc.
• Actively cross-sell credit union services by providing information to current, new and potential members.
• Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member.
• Assist members over the phone.
• Consistently achieve established monthly and annual sales and service goals.
• Contributes to team effort by accomplishing related results as needed.
• Monitor necessary departmental files and reports, updating member information as required.
• Maintains member confidence and protects operations by keeping information confidential.
• Balance cash box per teller balancing procedures.

Key Attributes

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self-motivated; ability to work without close supervision.
• Problem solving; analysis.

Teller Service Representative

Posted about 5 days ago Independence
Oelwein
Part-Time (30-35 Hours)

Physical Demands

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment.

Travel

Limited travel expected.

Required Education And Experience

• High School Diploma.
• Relevant work experience in the area of customer service and/or cash handling.
• Math and clerical aptitude.
• Fluent computer skills in a Microsoft Windows environment.

Other Duties

Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

About Veridian Credit Union

Veridian Credit Union, founded in 1934 in Waterloo, Iowa, is a not-for-profit financial cooperative dedicated to partnering with members to create successful financial futures.

• Medical, dental and vision insurance
• Group term life insurance
• 401(k) and profit-sharing plans
• Yearly incentive program

Employees enjoy a supportive work environment where diversity is valued.

Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

"The best thing about working at Veridian Credit Union is definitely the people! Our staff is an exceptional group of individuals who make every person’s experience here top notch!"

- Lisa, Credit Consultant II 25+ years with Veridian

"The diversity culture we have which allows us to help each of our member in their own language. Also, the involvement we have every year with the community. i.e Jingle in the Junction, Latino Festival, Irish Festival, Kids Festival, and many others."

- Josue, Loan Advisor II9+ years with Veridian