Teller/ Banker (1604/Bandera)

About the Role

As a Teller/Banker, you will often deliver the very first impression of the credit union to our members (credit union lingo for customers). You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our checking and savings accounts, loans, credit cards, and insurance services, among others. You will only offer products and services that meet our members' needs and contribute to their financial success.

You will be a team player and support the credit union in becoming America's Best by meeting sales goals, proactively identifying cross-sell opportunities, and educating members on digital services available to them. You will provide "universal" service and will be cross-trained in both teller and banker functions to better serve our members, which means additional learning and growth opportunities for you.

Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.

Responsibilities

• Deliver exceptional first impressions and customer service to credit union members.
• Promote and sell Security Service products and services, including checking and savings accounts, loans, credit cards, and insurance.
• Build and nurture long-lasting member relationships by identifying and meeting their financial needs.
• Meet sales goals and proactively identify cross-sell opportunities.
• Educate members on available digital services.
• Perform both teller and banker functions through cross-training.
• Complete additional job-related duties as assigned.

Requirements

• High school diploma or equivalent.
• Minimum of two (2) years of retail banking, cash handling, customer service, and sales, or comparable experience.
• Customer-centric attitude focused on delivering great experiences while maintaining strict confidentiality.
• Excellent interpersonal and communication skills with a goal-driven mindset.
• Proficiency in computer software including Excel, Word, and Outlook.
• Strong attention to detail, organizational skills, and ability to focus in a fast-paced environment.
• Able to maintain a flexible work schedule during normal business hours (no Sundays).
• May be required to travel to and from other branch locations for work and/or training.

At management discretion, employee may be required to complete federal registration as a Mortgage Loan Originator (MLO) within 180 days of request, as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act). If registered, must maintain active registration, comply with all S.A.F.E. Act requirements, and update the Registry with significant changes within 30 days. Must also pass background checks against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list.

Qualifications

• Desire to learn and grow within the credit union.
• Prior experience with banking or financial institution core systems and platforms.
• Experience recommending products and services that meet customer needs.
• Ability to ask high-impact questions to uncover member needs they may not be aware of.

Our most successful Teller/Bankers help members save time and money by ensuring they are aware of all available offerings.