Universal Banker

Jobtailor

Atlanta (GA)

On-site

USD 34,000 - 52,000

Full time

5 days ago

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Job summary

Jobtailor is seeking a Branch Teller to greet members and provide excellent service in person, by phone, and digitally. You will process deposits, withdrawals, loan payments, and a variety of transactions while balancing cash drawers and maintaining records.

Responsibilities include handling member issues per policy, operating ATMs and branch technology, opening accounts, processing loan applications, and ensuring regulatory compliance. Strong communication and math skills are essential.

Qualifications

High school diploma or equivalent years of experience.
Bachelor’s degree is preferred.
1–3 years in a financial branch environment, financial industry, or retail sales environment.
Ability to communicate in writing and verbally.
Experience with loan applications and internal policies.
Knowledge of industry offers, market trends, and lending policies.
Ability to interpret financial data including credit scores, assets, and interest rates.
Ability to perform math functions including percentages and ratios.
Analytical thinking, problem solving, and sound judgment.
Proficiency with Microsoft Word, Excel, and PowerPoint.
Ability to pass a background check including credit and criminal history.
Willingness to cover at other branches as needed.
Saturday rotation availability; compliance with SAFE Act and NMLS.

Responsibilities

Greet members and provide service in person, by phone, and digitally.
Process deposits, withdrawals, loan payments, and other transactions.
Balance teller cash drawer and maintain balancing records.
Handle member problems and complaints per Credit Union policies.
Operate branch technology including ATMs, ITMs, and check scanners.
Support audits and ensure compliance with laws and procedures.
Open/close consumer and business accounts and perform maintenance.
Process loan applications, review docs, and witness signatures.
Educate members on Credit Union services and loan products.
Document interactions and follow up in the IRM system.
Collaborate with internal teams to resolve issues and improve service.
Provide coverage at other branches when needed.
Complete training and adhere to risk protocols.

Skills

Analytical Thinking

Problem Solving

Decision Making

Communication Skills

Collaboration

Math Functions

Education

NMLS Registration

Bachelor’s degree preferred

High school diploma

Tools

IRM System

Cash Recyclers

Debit Card Instant Issue

Check Scanning

ITMs

Glory Teller Machines

Microsoft Word

Excel

PowerPoint

Job description

• Greet members and provide service in person, by phone, and digitally
• Process deposits, withdrawals, check cashing, loan and credit card payments, loan advances, checks, and savings bonds
• Maintain teller balancing records and run teller cashbox as needed
• Handle member problems, complaints, and special situations in compliance with Credit Union policies
• Balance ATMs, execute branch capture, complete branch recaps, maintain member accounts, process night depository transactions, and act as vault teller
• Operate branch technology and systems, including ATMs, Cash Recyclers, Debit Card Instant Issue, Check Scanning, ITMs, and Glory Teller Machines
• Support branch operational ratings and corporate audits while complying with applicable laws
• Open and close consumer and business membership accounts
• Perform account maintenance and resolve membership concerns
• Notarize documents when authorized
• Process loan applications, communicate decisions, review documentation, deliver loan documents, and witness signatures
• Assess members’ financial needs and recommend deposit products such as checking, savings, IRAs, and CDs
• Collaborate with internal experts to provide solutions and resolve issues
• Document member interactions and follow-up plans in the IRM system
• Educate members about available Credit Union services
• Identify suitable personal, auto, and mortgage loan products
• Gather member information and submit compliant loan documentation to centralized lending teams
• Maintain timely communication regarding loan statuses and additional service needs
• Participate in training and development
• Ensure transactions and loan applications follow operational procedures, regulatory standards, and risk protocols
• Collaborate with branch team members to improve efficiency, member satisfaction, and service quality
• Provide inbound and outbound telephone services, including transactions, information, problem resolution, and product/service suggestions
• Perform other assigned duties

Requirements

High school diploma and equivalent years of experience
Bachelor’s degree preferred
One to three years’ experience in a financial branch environment, financial industry, or retail sales environment
Ability to communicate in written and verbal formats
Experience with the loan application process and standard or typical internal operating policies and procedures
Knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures
Ability to interpret and apply financial information, including credit scores, debt, assets, balances, payments, and interest rates
Ability to perform math functions, including percentages and ratios
Analytical thinking, problem solving, decision making, and judgment
Working knowledge of Microsoft Word, Excel, and PowerPoint
Ability to pass a background check including credit, drug screen, bondability, and criminal background
Ability to provide coverage at other branches when necessary
Ability to work a Saturday rotation schedule
Compliance with SAFE Act requirements and maintenance of current NMLS registration for lending responsibilities
Ability to lift/push up to 10 lbs.

Core Competencies

Demonstrates expertise in member service, loan processing, and compliance with financial regulations. Proficient in utilizing branch technology and systems to enhance operational efficiency and member satisfaction.

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