Teller University

FIRST SERVICE CREDIT UNION; Sugar Land (TX); On-site; USD 29,000 - 38,000; Full time

Job summary

FIRST SERVICE CREDIT UNION is seeking a friendly frontline associate to deliver superior member service and handle a range of teller transactions. You will maintain a positive, efficient branch environment and ensure each member feels prioritized.

The role requires up to six months in banking or cash handling, a high school diploma or GED, and strong interpersonal skills. You may assist with various branch duties and support teammates as needed.

Qualifications

• Up to six months of experience in the banking industry and/or cash handling.
• A high school education or GED is required.
• Knowledge of customer service principles and anti-money laundering basics is helpful.

Responsibilities

• Handle member transactions in person, by mail, or by phone, including deposits, withdrawals, transfers, and currency exchanges.
• Issue checks and cash-related products as requested.
• Balance daily cash drawer and negotiables; assist with balancing branch negotiables when needed.
• Update personal and account information and open new accounts as required.
• Answer telephone inquiries promptly and forward messages accurately.
• Promote products and services based on member needs and cross-sell when appropriate.
• Be flexible to travel to other branches for back-up and work Saturdays when required.

Skills

Customer service

Attention to detail

Multi-tasking

Interpersonal skills

Education

High school diploma or GED

Job description

Role:

Deliver superior service to the members at all times. Present a positive, efficient and professional front line atmosphere. Leave the member with the feeling they are our number one priority. Treat all internal and external members with respect and courtesy.

Essential Functions & Responsibilities:

Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, cash advances, and exchanges of currency. Issue credit union and cashier checks, gift checks/cards, reloadable cards, etc. Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to official checks, etc.

Perform member account maintenance functions including personal and account data changes and account openings.

Promptly answer telephone inquiries and forward calls to appropriate personnel and take accurate messages when necessary and follow up that call was returned.

Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.

Promote teamwork by assisting others with work when needed or when own work is completed.

Perform other job duties as assigned.

Performance Measurements:

1. Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.

2. Tracks progress on individual production and account cross-selling goals.

3. Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner whether in person or by mail or phone.

4. Must be available to travel to any branch location for back-up as requested by management, as well as work on Saturdays when needed.

Knowledge and Skills

Experience: Up to six months of experience in the banking industry and/or cash handling experience.

Education: A high school education or GED. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Customer service skills, detail-oriented and multi-tasker.

Physical Requirements: While performing the duties of the job, the employee is regularly required to :

• - Position self to move about the work area.
• - Reach, grab, sort.
• -Communicate in person and via telephone with others.
• - Identify and recognize small font communication.
• -Ability to transport a minimum of 10 pounds.