Teller/Banker (Uvalde)

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, to name a few. You will only offer products and services that meet our member's 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. This means additional learning and growth opportunities for you.

Responsibilities

• Deliver the first impression of the credit union to members
• Promote checking and savings accounts, loans, credit cards, and insurance services
• Offer only products and services that meet member needs and contribute to their financial success
• Meet sales goals and proactively identify cross-sell opportunities
• Educate members on digital services available to them
• Provide "universal" service through cross-training in both teller and banker functions
• Complete any other job-related duties needed to drive the Vision, fulfill the Purpose, and abide by the Organization's Values

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, strong organizational skills, and the ability to focus in a fast-paced environment
• Able to maintain a flexible work schedule during normal business hours (never work another Sunday)
• May be required to travel to and from other branch locations for work and/or training
• At management discretion, may be required to complete, within 180 days of request, federal registration as a Mortgage Loan Originator (MLO) as required by the S.A.F.E. Act. If registered, must maintain active registration and comply with all S.A.F.E. Act requirements, including providing unique identifier, updating the Registry with significant changes within 30 days, and updating employment and personal information as required
• If required to register as an MLO, must successfully pass background checks against the GSA Excluded Parties List, HUD Limited Denial of Participation List, and FHFA Suspended Counterparty Program list as required by secondary market investors, and maintain ability to pass subsequent background checks

Preferred Qualifications

• A desire to learn and grow within the credit union
• Prior experience with banking or financial institution core systems and platforms
• Experience with recommending products and services that meet customer needs
• Ability to ask high-impact questions to discover needs members didn't know they had

Career Growth

Our member service roles have a defined career path. Most of our branch managers and assistant branch managers started in a Teller/Banker role.