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.