Jobs · Finance · Pennsylvania

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.

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