Teller II

About the Role

The Teller II promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquiries, enrich the member's experience, and deepen their relationship with the Credit Union. This position processes transactions, handles cash, provides account maintenance and/or troubleshooting, assists with new memberships and various account offerings, and educates members on Credit Union products and services.

Responsibilities

• Assists members, guest members, and potential members with their account inquiries, performs cash and non-cash transactions, and account maintenance while actively listening to and inquiring about members' needs to provide the ultimate member experience and value-added solutions.
• Assists members and potential members with new credit union memberships, opens, closes, converts, and/or maintains members' accounts to enrich the member experience and deepen their relationship with CapEd.
• Resolves complex member inquiries, focusing on the Brand Promise while utilizing and adhering to company policies. Researches and explores potential solutions to provide alternatives for members. Follows escalation processes to direct members to the appropriate team member as needed.
• Balances cash, checks, and completes daily transactions and account maintenance with minimal errors.
• Maintains knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.

Qualifications

Knowledge and Skills:

• Experience: One year to three years of similar or related experience.
• Education: A high school education or GED.

Critical Job Competencies

• Brand Promise and Values: To make a difference - every member experience matters. Employees carry out the promise and values of EP!C by being Empowered, Professional, Innovative, and Collaborative.
• Contributing to Team Success: Actively participating as a team member to achieve goals.
• Communication: Clearly conveying information and ideas to engage and inform the audience.
• Customer Focus: Prioritizing customer needs and building productive relationships.
• Initiating Action: Proactively taking steps to accomplish objectives and exceed expectations.
• Sales Ability/Persuasiveness: Effectively promoting products, services, or ideas to gain acceptance.

Very Important Job Competencies

• Work Standards: Setting high performance standards and taking responsibility for task completion.
• Continuous Learning: Actively seeking and applying new knowledge and skills.
• Adaptability: Adjusting effectively to different conditions and situations.
• Energy: Maintaining high productivity and determination over extended periods.
• Technical/Professional Knowledge and Skills: Demonstrating expertise and staying updated in relevant areas.

Physical Requirements

This role requires the ability to sit, use hands and arms, talk, hear, balance, kneel, walk, and stand. It involves frequent computer and phone use, repetitive motions, and the ability to lift up to 25 pounds occasionally. Specific vision abilities include close, distance, peripheral vision, and focus adjustment. Reasonable accommodations may be made for individuals with disabilities.

Work Environment

The role is primarily indoors with protection from weather but not temperature changes. It may involve periodic stress, an adjusted work schedule, overtime, and evening/weekend hours. The noise level is usually moderate. Business hours are Monday through Saturday, 8:00 a.m. to 6:30 p.m.

This job description does not create a contract of employment. Employment remains at will and may be modified by Capital Educators Federal Credit Union. We are an Equal Employment Opportunity Employer and do not sponsor visas.