Teller

About the role

This is an exciting opportunity to join our people-oriented branch operations team at Elements Financial. Elements Financial is dedicated to making Mondays more enjoyable and empowering its employees to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success.

Responsibilities

• Provide friendly, professional service to members in-person, by phone, and through digital channels.
• Accurately handle member and non-member transactions.
• Balance cash, daily transactions, vault and ATM.
• Understand and ensure compliance, regulations and reporting.
• Assist with opening and/or closing the branch.
• Provide guidance and support on complex member inquiries, resolving escalated service issues with professionalism and empathy.
• Work operational Salesforce cases during periods of low branch activity, ensuring timely and accurate resolution of member requests.
• Maintain up-to-date knowledge of products, services, and technology tools to deliver exceptional support.
• Troubleshoot member online banking and digital service issues, providing clear guidance and solutions.
• Model exceptional service standards for both members and colleagues, consistently delivering positive experiences.
• Assist with teller transactions and support staffing needs at other branch locations or the call center as required.
• Participate in branch activities, table events, and community engagement opportunities to promote Elements Financial’s mission and values.
• Support a culture of respect, inclusion, and integrity in all interactions.
• Actively identify and refer opportunities to bankers and other business partners, including Commercial, Wealth Management and Mortgage leads.
• Support promotions and campaigns by engaging members with transition statements designed to generate interest in speaking with a banker or partner.
• Utilize transition statements to uncover member needs and connect them with appropriate experts.
• Open new memberships and accounts in the absence of a banker, ensuring seamless member onboarding experience.
• Collaborate across branch and operations teams to identify member needs, support branch goals, and contribute to the credit union’s growth and long-term success.
• Support the implementation of new products, services, and technology enhancements through feedback and training.

Requirements

• High School Diploma or Equivalent.
• Previous cash-handling or customer service experience preferred.
• Strong collaboration and communication skills.
• Ability to leverage skills, knowledge, and experience to invest in our community.
• Ability to foster an inclusive environment that promotes belonging.
• A focus on respect and excellent service to both external and internal (team) members.
• A proven track record of integrity with a demonstrated ability to build trust.