Personal Teller

PURPOSE OF JOB :

We are looking for a Personal teller to promote a positive, professional image of Financial Partners Credit Union via our Interactive Teller video channel. You will provide excellent service to all members of the credit union by identifying product and service solutions to meet their financial needs. Accurately and efficiently process a variety of cash and check transactions for members, assist members with information about their accounts, and resolve issues / problems. Assist Personal Teller Leadership in providing approvals and overrides to Personal Teller Team.

ESSENTIAL RESPONSIBILITIES :

• Accurately process transactions for members, including but not limited to : Cashing checks, issuing Official Checks and Money Orders, receiving deposits, completing payments, processing cash withdrawals, transferring between shares, pay off and pay down of loans, conducting information inquiries and account research
• Effectively communicate with Credit Union members via video sessionsalways ensuring that the responses are clear, concise, and grammatically correctto promote a positive, professional image of Financial Partners Credit Union
• Provide solutions to members by identifing member needs, presenting solutions using benefit statements, and asking for the business
• Validate member identity using Credit Union security procedures
• Use of good judgment when accepting negotiable items to minimize risk of loss or risk exposure
• Standards for number of video sessions per hour are met or exceeded while maintaining a high level of member service
• Balance teller transactions at the conclusion of each work shift
• All applicable policies, procedures and practices are followed
• Attend training classes offered by Learning & Development or approved by Department Management
• Must meet or exceed established sales, referral, and service goals
• Be present. Adhere to break and lunch schedule and maintain attendance within department policy guidelines
• Assist Personal Teller Team Leads with day-to-day operation of Personal Teller Center
• Assist Personal Teller Team Leads in providing approvals and overrides to Personal Tellers, within established limits
• Aid in completing routine reviews of teller sessions, with an observation tool, to promote a positive and professional image of Financial Partners Credit Union
• Aid in reviewing daily reports for approvals, dormancy, and overrides
• Assist with ensuring applicable policies, procedures, and practices are followed within the department
• May handle escalated issues within the Personal Teller Center, including fee reversals, check hold decisions, and member concerns
• Satisfactorily resolves member service complaints, both verbally and in writing
• Identify inefficiencies within the department and make recommendations to Personal Teller Center Leadership

EDUCATION / EXPERIENCE :

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.