Jobs · Finance · Pennsylvania

Teller

Citadel Credit Union · Coatesville, 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.
  • Educate and provide customers with product and/or service information.
  • Recognize and initiate sales opportunities to increase and maintain long-term Citadel relationships.
  • Retain profitable households through effective sales and customer service skills.
  • Maintain an awareness of competitors’ services.
  • Handle heavy customer contact with confidence and assertiveness.
  • Exhibit strong teamwork capabilities while working in an office environment.
  • Communicate clearly and effectively in a variety of settings, both verbal and written.
  • Comply with Citadel’s operation and security procedures.
  • Remain compliant with the Bank Secrecy Act by completing annual BSA training.
  • Maintain awareness of scams and risk threats that have potential to create a loss for Citadel or its members.
  • Maintain confidentiality of members financial information in a secure and secure manner.
  • 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, does not easily get overwhelmed.
  • Desire to provide superior customer service and get to know members.
  • Basic and intermediate computer skills.
  • Excellent communication and problem solving skills.
  • Demonstrates 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.
    • Rarely lift up to 20 pounds.
    • Close visual acuity required.

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