Teller - Steck
About the role
As a Full Time Teller, you will serve as a primary point of contact for processing Member transactions and requests. Eager to build strong, long-term meaningful relationships, our Tellers have a passion for exceptional Member service. Tellers strive to provide an exceptional Member experience by effectively communicating with Members to understand Member needs, providing assistance to Members, identifying product and service needs, answering Member questions, identifying solutions, and resolving Member requests and issues.
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.
Responsibilities
- Greet members
- Maintain branch appearance
- Explain basic products and services
- Identify product needs
- Answer member questions
- Resolve member issues
- Conduct system navigation on various computer systems
- Process address, phone number, and email changes
- Process check re-orders
- Establish direct deposit
- Assist with online and mobile banking
- Adhere to all company policies, procedures, and business ethics codes
- Complete required regulatory training as assigned
- Maintain strict adherence and compliance to all laws, rules, regulations, and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC, and Fair Lending regulation
- Process transactions, mail deposits, night drop, and cash advances
- Grant access to safe deposit box
- Scan transit and on-us checks
- Validate accuracy and process member checks
- Place and communicate check holds
- Print documents, including statements, temporary checks, and direct deposit forms
- Perform other duties as assigned
Requirements
- High School Diploma or GED
- Minimum of six (6) months of Teller or cash handling experience
- Minimum of six (6) months of customer service experience
- Bachelor’s Degree in Business or Finance-related field may substitute for experience requirements
- Minimum of six (6) months working in a team environment
Skills
- Ability to effectively build relationships, establish rapport, and diplomatically communicate information
- Effective active listening skills
- Strong verbal, interpersonal, and written communication skills
- Ability to be adaptable and work in a fast-paced environment
- Ability to demonstrate good judgement and effective problem-solving skills to help identify and resolve Member issues
- Strong attention to detail
- Strong organizational and time management skills
- Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude
- Proficient in Microsoft Office
- Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Core Competencies
- Demonstrating Member Obsession
- Demonstrating Performance Excellence
- Demonstrating Innovation
Preferred Qualifications
- English/Spanish bilingual
- Bachelor’s Degree
- Credit Union experience
- General knowledge of applicable financial industry regulations
- Military experience
Schedule
Monday through Friday from 9am to 6pm and Saturday from 9am to 2pm.
Physical Demands & Work Environment
- Frequent sitting
- Use of hands to finger, handle, or feel
- Use of hands and arms to reach
- Extensive use of the computer, requiring specific vision abilities including close vision, distance vision, peripheral vision, and the ability to adjust focus
- This position may involve periodic stressful conditions
- This position has direct exposure to possible robbery
- May occasionally require an adjusted work schedule, overtime, and evening/weekend hours
- May occasionally move from one work location/branch to another
- Public contact position, requiring appropriate professional appearance
- Frequent computer use at a workstation up to two hours at a time
- The noise level in the work environment is usually moderate