Universal Teller

Flcu; Ocala (FL); On-site; USD 26,000 - 38,000; Full time

Benefits offered by this job

Dynamic team environment

Extensive training

Exceptional benefits

Career growth opportunities

Job summary

Florida Credit Union is seeking a Universal Teller in Ocala to deliver excellent member service and support financial needs. This role blends teller duties with aspects of member services, including product recommendations and cross-selling, while upholding credit union policies.

The position emphasizes cash handling, inquiries via multiple channels, and collaboration with other departments. Training and a comprehensive benefits package accompany the role.

Qualifications

• High school diploma or GED with 1-3 years related experience or equivalent mix of education and hands-on experience.

Responsibilities

• Cashes checks and dispenses money after verification of identification, signature, and account balance.
• Answering telephone, online, mail, chats and other electronic communication inquiries.
• Balances currency, coin, and checks in cash drawer at the end of shift to the computer printout of daily transactions.
• Cross-sells FCU products to the membership (interest bearing checking accounts, consumer loans, commercial loans etc.).
• Conducting loan interviews and obtaining previous credit history of member, as well as other pertinent data that could be used later.
• Processing membership and/or checking applications, certificates, IRA’s, payroll, direct deposit, etc.
• Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.

Skills

Customer service

Cash handling

Phone & online inquiries

Education

High school diploma or GED

1-3 years related experience

Job description

The Universal Teller provides excellent customer service to current and potential members and represents the Credit Union in a positive, professional manner. The Universal Teller will assist current and potential members with inquiries about our products and services and make appropriate recommendations. Universal Tellers work with other departments to find solutions to help members’ financial needs. Additionally, Universal Tellers will fulfill the duties of a Teller as well as some duties of a Member Service Representative as needed and conduct these activities in accordance with Credit Union policies, goals and objectives established by management.

Your Key Responsibilities:

• Cashes checks and dispenses money after verification of identification, signature, and account balance.
• Answering telephone, online, mail, chats and other electronic communication inquires.
• Balances currency, coin, and checks in cash drawer at the end of shift to the computer printout of daily transactions.
• Cross-sells FCU products to the membership (interest bearing checking accounts, consumer loans, commercial loans etc.).
• Conducting loan interviews and obtaining previous credit history of member, as well as other pertinent data that could be used later.
• Processing membership and/or checking applications, certificates, IRA’s, payroll, direct deposit, etc.
• Adhere to OFAC and Bank Secrecy Act requirements to maintain the highest standards of compliance.

What We're Looking For:

• A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.

At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you’re not just starting a new job; you’re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.

Why You'll Love Working with Us

• Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.
• Extensive Training: Receive comprehensive training to ensure you’re set up for success from day one.
• Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.
• Career Growth: Explore numerous opportunities for professional development and advancement within our organization.