Teller Katy
Listed on 2026-03-10
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Customer Service/HelpDesk
Bilingual, Customer Service Rep
Role:
Deliver superior service to the members at all times. Present a positive, efficient and professional front line atmosphere. Leave the member with the feeling they are our number one priority. Treat all internal and external members with respect and courtesy.
Essential Functions & Responsibilities:- Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, cash advances, and exchanges of currency.
- Issue credit union and cashier checks, gift checks/cards, reloadable cards, etc.
- Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to official checks, etc.
- Perform member account maintenance functions including personal and account data changes and account openings.
- Promptly answer telephone inquiries and forward calls to appropriate personnel and take accurate messages when necessary and follow up that call was returned.
- Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
- Promote teamwork by assisting others with work when needed or when own work is completed.
- Perform other job duties as assigned.
Skills:
Experience:
Up to six months of experience in the banking industry and/or cash handling experience.
Education:A high school education or GED. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.
InterpersonalSkills:
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
OtherSkills:
Customer service skills, detail-oriented and multi-tasker.
Physical Requirements:- Position self to move about the work area.
- Reach, grab, sort.
- Communicate in person and via telephone with others.
- Identify and recognize small font communication.
- Ability to transport a minimum of 10 pounds.
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