Teller Service Representative Detail page

Veridian Credit Union; Waterloo (IA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Profit-sharing plans

Yearly incentive program

Job summary

A leading financial cooperative in Waterloo, Iowa is seeking a Teller Service Representative to provide exceptional member service. This role includes conducting transactions, assisting with financial goals, and promoting services. Ideal candidates will have strong communication skills, attention to detail, and relevant experience in customer service. The position offers a competitive salary and a supportive work environment with various benefits including medical and retirement plans.

Qualifications

• Relevant work experience in customer service and cash handling.
• Strong math and clerical aptitude.
• Fluent computer skills in a Microsoft Windows environment.
• Proficient in Microsoft Windows environments.

Responsibilities

• Provide superior member service by conducting transactions accurately.
• Assist members with their financial goals and promote credit union products.
• Balance cash box per teller balancing procedures.
• Cross-sell credit union services.
• Balance cash box according to procedures.
• Maintain confidentiality and accurate member records.

Skills

Oral and written communication skills

Member service focus

Attention to detail

Organizational skills

Self-motivated

Sales cross-selling

Education

High School Diploma

Tools

Microsoft Windows

Job description

Summary

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, and transfers.
• Complete member requests such as inquiries on certificates of deposit and processing wire transfers, ordering and blocking plastic cards, ordering checks, and researching account information.
• Actively cross-sell credit union services by providing information to current, new, and potential members.
• Actively refer members to appropriate positions and/or departments within all Veridian Companies to best serve the member.
• Assist members over the phone.
• Consistently achieve established monthly and annual sales and service goals.
• Contribute to team effort by accomplishing related results as needed.
• Monitor necessary departmental files and reports, updating member information as required.
• Maintain member confidence and protect 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 and analysis.

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. All employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

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. Veridian offers a competitive salary, benefit and incentive package that includes medical, dental and vision insurance; group term life insurance; 401(k) and profit‑sharing plans; and a yearly incentive program. Employees enjoy a supportive work environment where diversity is valued.

Equal Employment Opportunity Statement

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.