Float Teller
About the role
As a Float Teller at Beacon Credit Union, you’ll help us live out our mission, "Dedicated to Our Members' Financial Success." Your role includes identifying members' financial needs and recommending appropriate solutions, processing transactions, and providing excellent service in the lobby, drive-thru, and over the phone. You'll ensure a positive experience for members, minimize wait times, and stay knowledgeable about all our products and services. Upholding our mission and service standards with every interaction is key. Additionally, you'll meet and exceed monthly sales and service goals.
Responsibilities
- Efficiently handle transactions and verbally confirm with customers to ensure needs are met.
- Report any discrepancies immediately and balance the cash drawer regularly.
- Be knowledgeable about all Beacon CU products and services.
- Suggest appropriate products and services to members.
- Support other departments and branches as needed.
- Research, troubleshoot, and resolve inquiries.
- Follow all applicable regulations, including Bank Secrecy Act, Reg CC, and Anti-Money Laundering.
- Deliver outstanding service to all members in line with credit union standards.
Requirements
- Cash handling experience.
- Sales experience.
- Customer Service Experience Preferred.
- High School Diploma or GED.
- Valid Driver's License and ability to travel to assigned Beacon Credit Union branch.
Benefits
- Positive and supportive team culture
- Competitive salary and benefits package and incentives
- Generous PTO and 11 Paid Holidays
- Ability to earn additional PTO through volunteer opportunities
- Employee discounts on loans and banking products
- 401(k) Employer Match and Profit-sharing potential
- 100% Bank Paid Long-Term Disability, Short-Term Disability, and Life Insurance
- Learning and growing in a dynamic work environment
- First-class Orientation and Training that showcases our mission and customer service standards
Travel expenses reimbursed at a set rate. Float tellers have a 'home' branch, and travel as needed to other branches such as Danville, Roanoke, Lynchburg, Madison Heights, Buena Vista, etc.