Universalist (Teller) - Crossroads

Freedom First; Roanoke (VA); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

401K with company match

Paid Time Off & Recognized Holidays

Voluntary Benefit Options (Life, Acc &

Hospital Indemnity & Pet

Employee Discounts Program

Potential Signing Bonus

Job summary

Freedom First in Roanoke, VA seeks a Universalist (Teller) to handle teller transactions, member service, and sales support. Based at Crossroads location, the role offers progression from teller duties to account opening, lending, and other financial services as training progresses.

You will deliver personalized solutions, educate members on products, and build trusted relationships while maintaining accuracy in daily cash handling and compliance.

Qualifications

• 1-3 years in banking, financial services, or customer service.
• Strong interpersonal and communication skills.
• Ability to motivate, influence, and educate members.
• Proficiency in computer and administrative support systems.
• Ability to read and interpret financial documents.

Responsibilities

• Deliver outstanding service by assessing member needs and recommending financial solutions.
• Assist members with deposits, withdrawals, loan payments, and inquiries.
• Balance a cash drawer and process daily transactions with accuracy.
• Support opening/closing procedures and branch balancing.

Skills

Banking experience

Customer service

Interpersonal skills

Communication skills

Financial literacy

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universalist (Teller) - Crossroads

CROSSROADS Full Time Sales 5002 Cross Rd NW Suite A, Roanoke, VA, US

17 days ago Requisition ID: 1601

Salary Range: $23.00 To $25.00 Hourly

Looking for more than just a job? Freedom First is not only "where people bank for good," but a place where employees work for good. We provide diverse career paths and growth opportunities throughout the Credit Union, giving employees the chance to expand their expertise, pursue new interests, and advance within the organization.

About the Role:

We are seeking a Full-Time Universalist to join our Credit Union team. This role offers a progressive development path, beginning with teller transactions and member service responsibilities and advancing through training to include account opening, lending, and other relationship-based financial services. Based at our Crossroads location , you will provide exceptional service to members, accurately process financial transactions, and build trusted relationships by identifying member needs and educating them on products and services that support their financial goals. The ideal candidate is committed to delivering personalized solutions, enhancing the member experience, and promoting long-term financial well-being.

Key Responsibilities:

• Customer Service & Sales (40%) - Deliver outstanding service by assessing member needs, educating members on available products and services, and recommending appropriate financial solutions to enhance their banking experience.
• Transactions & Problem Solving (35%) - Assist members with deposits, withdrawals, loan payments, and account inquiries. Provide accurate information and resolve issues promptly.
• Cash Handling (20%) - Balance a cash drawer. Receive, process, and balance daily financial transactions. Maintain accuracy and compliance with policies.
• Branch Operations (5%) - Support opening/closing procedures and assist with branch balancing.

Qualifications:

• Experience: 1-3 years in banking, financial services, customer service, or similar experience.
• Strong interpersonal and communication skills.
• Ability to motivate, influence, and educate members.
• Demonstrated proficiency in computer and administrative support systems.
• Ability to read and interpret financial documents.

Performance Expectations:

Freedom First seeks to develop Universalists who can fully assist members with their financial needs to enhance the member experience. Progression into account opening and lending responsibilities of a Universalist II and, subsequently Universalist III is an expectation of the position. Universalists must demonstrate proficiency in all existing job duties to show they can consistently meet or exceed the full expectations of their current role before consideration for additional responsibilities.

Ensure compliance with all federal regulations, including Bank Secrecy Act (BSA) and OFAC requirements. Meet or exceed performance goals related to member satisfaction, transaction accuracy, and fulfilling member financial needs through appropriate products and services.

Physical & Work Environment:

• Ability to sit, stand, and lift up to 20 lbs.
• Work performed in a professional office/branch environment.
• Occasional travel to nearby branch locations.

Schedule:

Monday - Friday; Some Saturdays

Work location and scheduling may vary. Please note that operational hours differ by location, and all team members will be required to work one, half day, Saturday a month.

• 401K with company match
• Paid Time Off & Recognized Holidays
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Discounts Program (Travel, Tickets, Food & Grocery, & more)
• Potential Signing Bonus for Qualified Candidates

This Job Description is not a complete statement of all duties and responsibilities comprising the position.