Teller

Job Overview

Responsibilities

• Assist & Greet current prospective members in person or on the phone.
• Evaluate needs of potential members and offers appropriate financial products and services.
• Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions.
• Maintain knowledge of PenFed’s products and services such as membership, checking, credit cards, loans, etc.
• Provide ongoing relationship with current members to gain additional services. Utilize sales techniques to uncover member needs and match to the credit union products and services.
• Aid and educate members on the use of PenFed Online (PFOL), mobile banking and other remote channels of banking. Assist members and explains all PenFed products and services.
• Resolve complex member problems using various PenFed channels within delegated limits as appropriate.
• Prepare loan documents for review and disbursement as necessary.
• Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations.
• Maintain knowledge of PenFed policies and procedures.
• Remain current on outside competitive products.
• Conduct quality assurance monitoring of documents to be sent to Member Records.
• Provide input to and assists in the implementation of new marketing projects.
• Conduct member transactions when requested.
• Maintain teller cash drawer limits within PenFed policies and procedures. Balance cash drawer daily and prepares individual settlement sheets.
• Maintain accurate records of deposits, withdrawals, official checks, POS, and share drafts.
• Aid in the daily balancing and closing out of the branch.
• Aid in training of new teammates.
• Perform various Universal Representative (UR) responsibilities that may include, but not limited to, determining loan payoffs, cashing checks, furnishing loan and share balances, providing account numbers, and disbursing share withdrawals after verifying proper identification.
• Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
• Support additional PenFed initiatives to support needs of members, and business.
• If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.

Qualifications

• High School Diploma or G.E.D. is required.
• Minimum of one (1) year of superior customer service experience is required.
• Teller experience is preferred.
• Valid Notary Public, preferred (not applicable for Puerto Rico locations).
• Bilingual-Spanish preferred. For Puerto Rico locations, Bilingual Spanish/English required.
• Experience using automation or A.I. tools preferred.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

No additional certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Travel

Ability to travel to various worksites and be on-call may be required.

Pay Transparency

The anticipated starting hourly range for this role is $17.50 - $19.00

Benefits

• You’ll have access to comprehensive health, dental, and vision plans;
• paid time off;
• family-friendly benefits like paid parental leave, care support, and fitness center access.
• Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage.
• We support growth via education assistance, community involvement, and volunteer opportunities.

PenFed’s Purpose

Helping members achieve their dreams since 1935.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed’s Commitment to Diversity and Inclusion

PenFed is committed to fostering a diverse and inclusive workplace where everyone feels valued and respected. We strive to create an environment where all employees can bring their authentic selves to work and contribute to our mission of helping members achieve their financial goals. We believe that diversity and inclusion are key drivers of innovation, creativity, and success, and we are dedicated to building a workforce that reflects the communities we serve.