Jobs · Finance · Wisconsin

Full-Time Teller: Pier 37

UW Credit Union · Monona, WI · 1 wk ago
FinanceFull-time

About the role

You play a key role in supporting UW Credit Union’s ‘Members for Life’ philosophy by forming solid and trusting relationships with members at the Pier 37 branch. Your job is to make a positive impact on members' lives by accurately and enthusiastically performing a variety of transactions to meet their needs. You also work to identify and refer UW Credit Union products and services to members that are in their best interest, helping them achieve their financial dreams.

Responsibilities

  • Be the face of UW Credit Union by providing front-facing member service at the Pier 37 branch location.
  • Achieve balanced scorecard results in alignment with Members for Life Sales & Service Philosophy.
  • Maintain a high degree of knowledge in all UW Credit Union products and services.
  • Ensure all members' requests are processed accurately and efficiently.
  • Adhere to UW Credit Union’s Cash Management policies and procedures.
  • Research all teller transactions when potential errors are identified, and communicate with affected members.
  • Identify opportunities to deepen member relationships through building rapport, uncovering needs, making recommendations, and submitting referrals.
  • Consistently seek out opportunities to exceed member expectations.

Qualifications

  • High School Diploma or equivalent.
  • 1 year of customer service experience.
  • Demonstrates ability to work with customers of all ages and backgrounds.
  • Excellent interpersonal and professional skills.
  • Team player that can confidently jump in where and when needed.
  • Ability to work in an autonomous environment.

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