Teller, Finance & Banking

Pen Fed is hiring a Teller to work onsite at our Lemon Creek branch located in Boerne, Texas. The primary purpose of this job is to assist with members service needs in form of selling of products, completing teller transactions, accurate balancing and performing additional operational duties. This position can also assist in the training of other branch employees. This position will play a vital role in delivering Best in Class Member Experience.

The incumbent will work directly with the Branch Service Representative (BSR) sales team utilizing sales techniques to uncover member needs while creating a positive member experience.

Equivalent combination of education and experience is considered.

• High School Diploma or G.E.D. is required.
• Minimum of one (1) year of superior customer service experience is required.
• Teller experience is preferred.
• Valid Notary Public, preferred.
• Bilingual-Spanish preferred.

This position will not supervise employees.

There are no additional certifications required.

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

* Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Ability to travel to various worksites and be on-call may be required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Assist & Greet current prospective members in person or on the phone.
• Evaluate needs of potential members and offers appropriate financial products and services.
• Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions.
• Maintain knowledge of Pen Fed’s products and services such as membership, checking, credit cards, loans, etc.
• Provide ongoing relationship with current members to gain additional services. Utilize sales techniques to uncover member needs and match to the credit union products and services.
• Assist and educate members on the use of Pen Fed Online (PFOL), mobile banking and other remote channels of banking. Assist members and explains all Pen Fed products and services.
• Resolve complex member problems using various Pen Fed channels within delegated limits as appropriate.
• Prepare loan documents for review and disbursement as necessary.
• Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations.
• Maintain knowledge of Pen Fed policies and procedures.
• Remain current on outside competitive products.
• Conduct quality assurance monitoring of documents to be sent to Member Records.
• Provide input to and assists in the implementation of new marketing projects.
• Conduct member transactions when requested.
• Maintain teller cash drawer limits within Pen Fed policies and procedures.
• Balance cash drawer daily and prepares individual settlement sheets.
• Maintain accurate records of deposits, withdrawals, official checks, POS, and share drafts.
• Assist with the daily balancing and closing out of the branch.
• Assist in training of new teammates
• Perform various Universal Representative (UR) responsibilities that may include, but not limited to, determining loan payoffs, cashes checks, furnishing loan and share balances, provide account numbers, and disburses share withdrawals after verifying proper identification.
• Maintain high level of proficiency in operating all internal Pen Fed systems or platforms to include but limited to Sales Force, Pen Teller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
• Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
• Support additional Pen Fed initiatives to support needs of members, and business.
• If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.