Universal Banker / Teller

Canyon View Credit Union; Cottonwood Heights (UT); On-site; USD 21,309 - 30,350; Full time

Benefits offered by this job

Affordable health insurance with employer HSA contributions

14.47% 401(k) contribution

18 PTO days annually

12 paid holidays

Ongoing paid training opportunities

Discounts on Credit Card interest rates

Discounts on Mortgage Loan fees

Job summary

Canyon View Credit Union in Cottonwood Heights is seeking a Financial Service Representative (FSR) to provide world-class service to members. This role encompasses various functions including processing transactions, offering solutions, and ensuring member satisfaction.

Ideal candidates will have previous customer service experience, effective communication skills, and a high school diploma or equivalent. The position offers a competitive hourly rate of $18.75 and exciting employee perks, including health insurance and a 401(k) plan.

Qualifications

• High School diploma, G.E.D, or other equivalent required.
• Previous cash handling & customer service experience preferred.
• 6+ months experience in a low-pressure sales environment is a plus.

Responsibilities

• Help members by processing transactions and identifying needs.
• Maintain a professional attitude during transactions.
• Cross-sell products and services to meet member needs.

Skills

Customer service experience

Effective communication skills

Cash handling

Sales experience

Knowledge of Microsoft Office

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Description

The person in this position of Financial Service Representative (FSR) will function in various roles depending on the need of the branch, like the duties of a Teller, Banker, and Loan Officer. This person will help members by processing transactions, identifying members’ needs and offering solutions, and focus on increasing member satisfaction and account retention by providing world‑class service.

Hours

9:00 am – 6:00 pm, Monday – Friday, with occasional Saturdays 9:00 am – 2:00 pm.

Pay

$18.75 per hour, or possibly higher depending on experience.

Summer Hiring Bonus

$1,000 Summer Hiring bonus! For any candidate with a start date in May or June ($500 at 3 months of employment, another $500 at 6 months of employment).

Your Purpose Will Be

Every employee is responsible for fulfilling our Mission Statement: We elevate our members' financial experience through best‑in‑class Service and Solutions.

What You’ll Do

• Actively listen to identify the financial needs and goals of our members.
• Process deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
• Examine checks presented and determine hold requirements.
• Maintain a professional and courteous attitude during transactions.
• Be highly knowledgeable of all Credit Union products and services.
• Develop and maintain new and existing member relationships and ensure that their needs are met through world‑class service.
• Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
• Makes outbound calls to members for onboarding and relationship building.
• Offer solutions for members' financial needs by cross‑selling products and services.
• Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
• Refer members that have Real Estate, Commercial Loan and Wealth Management needs.
• Provide all information and documents needed for loan decisions honestly and accurately.
• Acquire necessary documentation to support loan application.
• Understand the Bank Secrecy Act and how it is applied.
• Other duties as assigned.

Perks For You

• Affordable health insurance with employer HSA contributions.
• 14.47% 401(k) contribution (no matching necessary).
• 18 PTO days each year.
• 12 paid holidays.
• Opportunity for advancement and career growth.
• Ongoing paid training opportunities.
• Discounts on Credit Card interest rates.
• Discounts on Mortgage Loan fees.
• Plus other employee banking perks.

Requirements

• High School diploma, G.E.D, or other equivalent.
• Previous cash handling & customer service experience.
• Effective communication skills.
• 6+ months experience in building customer relationships in a low‑pressure sales environment, preferred.
• Proficient with standard office business machinery and software.
• Working knowledge of Microsoft Word, Excel, Outlook.

Work Environment & Physical Requirements

• Works primarily in a branch office environment with occasional trips to field locations.
• May need to see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp, and reach. Computers, phones, and standard office equipment are normal tools for this position.
• Specific vision abilities required include close and distance vision.
• Might have to climb, balance, stoop, kneel, or crouch, and occasionally lift or move up to 50 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.