Part Time Financial Service Representative (Teller)

About the role

As a Member Service Representative (Teller), you'll be a trusted partner in your members' financial journeys. You'll engage in meaningful conversations, promote solutions, educate members, and drive their financial success.

Responsibilities

• Engage members in conversations to uncover their financial goals, challenges, and opportunities.
• Promote our diverse suite of products and services tailored to help members achieve their unique financial aspirations.
• Educate and empower members to understand the value of our offerings and make informed decisions for a secure financial future.
• Offer proactive solutions to address immediate needs and anticipate future opportunities, creating pathways for long-term financial well-being.
• Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience.
• Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support.

Requirements

• A high school diploma or equivalent (or work release papers).
• Previous experience in customer service or sales is a plus.
• You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals.
• Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success.
• An empathetic listener who knows how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation.
• A positive attitude and enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment.
• A genuine desire to guide members toward financial solutions that enrich their lives.

Qualifications

• Bilingual pay increase for English/Spanish speakers.
• Comprehensive benefits, including health, dental, vision, life insurance, and more.
• Tuition reimbursement for ongoing education and professional development.
• Generous PTO from day one, with additional time off for your birthday and volunteer work.
• Retirement savings plans like 401k.

Skills

• Service mindset: Connecting with people, understanding their needs, and presenting tailored solutions.
• Relationship builder: Establishing trust, building lasting relationships, and genuinely caring about helping members achieve their financial goals.
• Persuasive communicator: Clearly explaining products and services, inspiring confidence, and motivating members to take action.
• Empathetic listener: Asking the right questions, actively listening, and responding with solutions that resonate with each member's unique situation.
• Team player with a positive attitude: Enthusiasm for collaboration and contribution to a supportive, dynamic team environment.
• Passion for helping others: A genuine desire to guide members toward financial solutions that enrich their lives.

Benefits

• Competitive pay with opportunities for bonuses and incentives.
• Comprehensive benefits package including health, dental, vision, life insurance, and more.
• Tuition reimbursement for ongoing education and professional development.
• Generous paid time off from day one, with additional time off for your birthday and volunteer work.
• Retirement savings plans like 401k.

Schedule

This part-time role offers a set schedule: Monday-Friday, 1:30 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge!