Teller
Citadel Credit Union · West Chester, PA · 2 wk ago
On-siteFinanceFull-time
Duties And Responsibilities
- Demonstrate Citadel Class Service Principles of Accuracy, Convenience, Respect, and Value.
- Meet 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 relationships with customers.
- Educate and provide customers with product and/or service information.
- Maintain an awareness of competitors’ services.
- Handle heavy customer contact with confidence and assertiveness.
- Exhibit strong teamwork capabilities in an office environment.
- Communicate clearly and effectively in various settings, both verbally and in writing.
- Comply with Citadel’s operations and security procedures.
- Complete annual BSA training to remain compliant with the Bank Secrecy Act.
- Recognize and address potential risks and scams that could impact Citadel or its members.
- Maintain confidentiality of member financial information.
- 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 build long-term relationships.
- 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 Experience
- High school diploma or equivalency.
Performance Measurements
- Performance metrics will be established each year based on corporate and strategic goals.
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.
Community Events
- Can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.