Part TIme Teller

Golden Valley, Minnesota
May 04, 2018
Jun 03, 2018
Job Type
Employment Status
Part Time

Job Overview

Welcomes members into the branch and provides friendly, helpful service that promotes a positive financial well-being. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs. Accurately and efficiently processes a variety of routine financial inquiries, transactions, and service requests. Secures credit union assets, balances transactions, and completes necessary reports.

Essential Functions, Duties and Responsibilities:

  1. Provides friendly, helpful service that provides lasting relationships through:
    1. Preparing for daily interactions with a professional image and an organized workstation.
    2. Maintaining knowledge of TruStone products and processes.
    3. Taking responsibility for waiting members.
    4. Proactively greeting members with a smile, introductions, and full attention.
    5. Understanding the member’s objectives by asking appropriate questions and listening to the member’s responses.
    6. Recommending the best solution to strengthen the member’s financial well-being or guiding the member to the appropriate staff to fulfill their needs.
    7. Processing the transaction accurately and efficiently.
    8. Following up with the member to ensure satisfaction.
  2. Processes routine consumer and business financial inquiries, transactions, and service requests including deposits, withdrawals, transfers, and purchases of negotiable instruments.
  3. Identifies member needs with deposits, loans, convenient services, and investment services using basic knowledge and seamlessly refers members to appropriate staff.
  4. Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities.
  5. Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
  6. Cross sell the Credit Union’s products and services.  Promote business for the Credit Union by maintaining good member relations and referring members to appropriate staff for new services.
  7. Achieves individual and branch sales goals through new business sales, referrals and retention of account relationships.
  8. Performs other duties as assigned.

    Major Skills and Competencies

  1. Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
  2. Must possess effective verbal and written communication skills.
  3. Must have reliable attendance.
  4. Must possess good judgment.
  5. Must possess basic math skills.
  6. Ability to organize and prioritize work and maintain accurate records.
  7. Projects a professional image.

Minimum Qualifications

  1. Satisfactory completion of pre-employment screening
  2. High school diploma or equivalent.
  3. Must be at least 18 years of age.
  4. One year of previous experience interacting with the public or serving customers.

Preferred Qualifications

  1. Experience with cash handling.
  2. Knowledge of negotiable instruments.
  3. Previous experience with achieving member satisfaction goals.

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