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Financial Consultant, Floating

Financial Consultant, Floating

UT Federal Credit UnionKnoxville, TN, United States
1 day ago
Job type
  • Full-time
Job description

SUMMARY

Developing lasting customer relationships is key for this position. Organization, professional attitude and a desire to help people are required. We prefer individuals who demonstrate a professional demeanor, have an outgoing personality, and a strong customer service ability. This position could float to any of our 5 Knoxville branches that have differing hours. Check our locations at www.utfcu.org for specific hours of operations.

PURPOSE

The purpose of this position is to provide friendly, responsive service to all members, to accurately process a variety of financial transactions, resolve problems, answer questions, and identify / suggest financial services that would improve our members' lives. Tellers must be able to comprehend and adhere to security and compliance procedures. Member confidentiality is to be maintained at all times.

DUTIES

Provides friendly, responsive service to all members. Processes member's financial transactions, resolves problems, and answers questions regarding products and services. Receives, inspects, and verifies cash and negotiable instruments for deposit, accepts loan payments and performs a variety of other functions as directed and in accordance with established policies and procedures. Cross sells appropriate products and services to benefit the member and maintains sales goals set forth by the credit union. Responsible for balancing transaction input at the end of each workday. Conducts basic new account functions; conducts vault functions, including balancing of vault, CDMs, coin machines, and ATMs as applicable.

PERFORMANCE STANDARDS

Our tellers exhibit excellent communication skills by listening to members' needs and offering expert advice on products and services in a positive, friendly manner in order to build lasting relationships with members. Tellers also exhibit patience and empathy, and are responsive when dealing with members and employees. The successful teller will be a focused, well-organized individual, with the ability to think on their feet. They will demonstrate a strong sales ability by uncovering products and services that meet member needs, and consistently reach sales goals. Charisma, a team spirit, and the ability to work in a dynamic environment are essential. Tellers are able to think creatively in all situations, and have the motivation to take initiative as appropriate.

REQUIREMENTS

Requirements include high school diploma or GED, and prior cash handling and customer service experience. Prior teller experience is preferred, as well as computer proficiency.

Thank you for your interest in joining UT Federal Credit Union. As part of our commitment to ensuring a safe and secure work environment, all offers of employment at UT Federal Credit Union are contingent upon the successful completion of a comprehensive background check.

The background check may include, but is not limited to, checks of your criminal record, employment history, educational credentials, credit history, motor vehicle record, and references. You may be required to provide additional information and complete further documentation to facilitate these checks.

By proceeding with this application, you hereby authorize UT Federal Credit Union and its designated agents and representatives to conduct such investigations and request such information as is necessary to evaluate your suitability for employment.

In the event that information from a consumer report obtained about you from a consumer reporting agency is used in whole or in part in making an adverse decision with regard to employment, you will be provided with a copy of the consumer report and a description in writing of your rights under the law.

Should there be any discrepancies or disputes regarding the information obtained during the background check, or should you otherwise wish to discuss the report's contents with us, you will have an opportunity to discuss and / or dispute the content with us before a final employment decision is made.

All information received during the background check process will be treated with the utmost confidentiality and sensitivity, in accordance with the law. It will be used solely for the purpose of evaluating your potential employment at UT Federal Credit Union.

Please complete the application if you understand and agree to the above-mentioned conditions. In doing so, you acknowledge that you have carefully read and understand this Disclosure and Authorization and authorize UT Federal Credit Union to obtain and / or its agent to obtain and furnish to the Credit Union information related to your background to be used for employment purposes.

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Financial Consultant • Knoxville, TN, United States

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