Jobs · Finance · Pennsylvania

Teller

Citadel Credit Union · Downingtown, PA · 3 wk ago
On-siteFinanceFull-time

Duties And Responsibilities

  • Demonstrate Citadel Class Service Principles of Accuracy, Convenience, Respect, and Value.
  • Maintain or exceed team performance goals, such as customer service, sales, and production.
  • Accurately perform customers’ financial transactions by producing quality work.
  • Initiate cross-sell opportunities of financial products and services to enhance customer relationships.
  • Communicate clearly and effectively in a variety of settings, both verbal and written.
  • Comply with Citadel’s operations and security procedures.
  • Remain compliant with the Bank Secrecy Act by completing annual BSA training.
  • Recognize and address potential risks and scams that could impact Citadel or its members.
  • Maintain confidentiality of member financial information in a secure manner.
  • Work Saturdays as needed.
  • Perform other duties as assigned.

Qualifications and Education Requirements

  • 1 year of customer service and cash handling experience.
  • 6 months + sales experience.
  • 2+ years of customer service, cash handling, and sales experience preferred.
  • Previous banking experience preferred.
  • Demonstrate professionalism through dress and demeanor.
  • Ability to navigate multiple software applications.
  • Ability to achieve sales goals through outstanding service.
  • Ability to adapt quickly to change and handle multiple tasks throughout the day.
  • Ability to handle pressure and remain calm under stress.
  • Desire to provide superior customer service and get to know members.
  • Basic and intermediate computer skills.
  • Excellent communication and problem-solving skills.
  • Adaptability when interacting with customers.
  • Maintain confidentiality, promote integrity, and support the corporate mission.

Work Environment

  • The noise level in the work environment is usually moderate.
  • Employees may experience swings in work-related demands placed upon them by members.
  • Physical Demands:
    • Sit, stand, talk, and/or hear for extended periods.
    • Occasionally walk, stoop, kneel, crouch, or bend.
    • Regularly walk and move fluidly within a Retail Office or Corporate Office environment.
    • Occasionally lift up to 20 pounds.
    • Close visual acuity required.

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