Teller, Customer Service​/HelpDesk

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Submitted 2 days ago. Be among the first 25 applicants.

This position is primarily responsible for ensuring delivery of superior quality service while adhering to corporate, regulatory, and audit guidelines; providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned; and proactively participating in the referral process by using the “Selling is Telling” philosophy.

• Performs within company standards, including member survey results, balancing performance, meeting cross‑sales and referral goals, and transaction volume.
• Maintains a positive, professional attitude and a pleasant tone while dealing with members and co‑workers.
• Meets or exceeds minimum quarterly score assessment percentages regarding quality standards.
• Takes ownership of member requests and questions and follows up for resolution as a training opportunity.
• Maintains control of member transactions to ensure accuracy and efficiency with minimal wait time using a transaction ticket for every transaction.
• Reviews staff intranet for updated policy and procedure, forms, and communications to suggest changes that enhance service; is especially familiar with the Teller Page.
• Remains current on policies, procedures, systems, and services offered to provide efficient member service.
• Operates under and enforces credit union policies and guidelines.
• Cross‑sells credit union services and products to strengthen member relations in order to achieve and maintain minimum monthly referral goals.
• Maintains a working knowledge of work tools and systems.
• Maintains a neat, well‑organized, and stocked station.
• Reports equipment malfunctions to the branch manager for communication to IT.
• Assists with special projects when requested.
• Provides professional member service including:
  • Performs accurate transactions.
  • Greets the member, smiles, and uses the member’s name during the transaction.
  • Thanks each member for their business.
  • Offers a product or service that would help their financial well‑being.
  • Refers members to other branch personnel as needed.
• Performs basic teller transactions such as accepting deposits and loan payments, verifying cash, endorsements, IDs, and signatures.
• Cash checks within limits and obtains further authorization when necessary.
• Issues cashier checks and redeems savings bonds.
• Prepares individual daily balances of teller cash transactions and other reports as necessary.
• Performs more complex transactions (with assistance as necessary).
• Handles proportionate volume of work based on branch demands.

This job has no supervisory responsibilities.

• Problem Solving – identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem‑solving situations; uses reason even when dealing with emotional topics.

• Member Service – manages difficult or emotional member situations; responds promptly to member needs; solicits member feedback to improve service; responds to requests for service and assistance; meets commitments.
• Interpersonal Skills – focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control.
• Oral Communication – speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
• Organization – ability to organize and prioritize.
• Ethics – treats people with respect; keeps commitments; works with integrity and ethics; upholds organizational values.

• Quality – demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
• Safety and Security – observes safety and security procedures; reports potentially unsafe conditions.
• Attendance/Punctuality – consistently at work and on time; ensures work responsibilities are…