Teller II - West End
About the Role
We are seeking a Full-Time Teller to join our Credit Union. In this role, you will provide exceptional customer service, process financial transactions, and educate customers on our full range of deposit and loan products on-site at our West End location. You’ll use consultative sales techniques to identify customer needs and deliver solutions that build long-term relationships.
Key Responsibilities
Customer Service & Sales (40%) – Deliver outstanding service by following an effective sales process. Identify member needs and recommend appropriate Credit Union products and services.
Transactions & Problem Solving (35%) – Assists members with opening and closing accounts. Submits loan requests and responds to member with decision. Supplies information and answers questions about all loan and deposit products/services and resolves problems.
Cash Handling (20%) – Balance a cash drawer. Receive, process, and balance daily financial transactions. Maintain accuracy and compliance with policies.
Branch Operations (5%) – Support opening/closing procedures and assist with branch balancing.
Qualifications
Experience: 3-5 years in banking, financial services, customer service, or similar experience.
Education: Associate degree, business/trade school certification, or equivalent training.
Skills: Strong interpersonal and communication skills. Ability to motivate, influence, and educate members. Proficiency with Microsoft Word, Excel, and standard office equipment. Ability to read and interpret financial documents and contracts.
Performance Expectations
Ensure compliance with all federal regulations, including Bank Secrecy Act (BSA) and OFAC requirements.
Maintain performance goals related to member satisfaction, transaction accuracy, and sales effectiveness.
Physical & Work Environment
Ability to sit, stand, and lift up to 20 lbs.
Work performed in a professional office/branch environment. Occasional travel to nearby branch locations.
Schedule
Monday – Friday; Some Saturdays
View our West End branch's operating hours.
Work location and scheduling may vary. Please note that operational hours differ by location, and all team members will be required to work one, half day, Saturday a month.
Benefits
Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Paid Parental Leave
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Discounts Program (Travel, Tickets, Food & Grocery, & more)
Volunteer Hours