Teller
Teller Job 17 miles from Moody
Job Details Homewood Branch - Birmingham, ALDescription
At Bryant Bank, we aspire to provide legendary service to our customers. The Teller works on the front line of our operations, performing a variety of transactions to assist customers with their financial needs.
Essential Duties and Responsibilities:
Receives and accepts deposits and loan payments, confirming accuracy of transaction
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals
Evaluates checks to verify dates, identification of persons receiving payments, bank names, and legality
Enters transactions in bank's recordkeeping system, recording all transactions and producing customer receipts
Maintains a cash supply and currency to meet daily needs
Balances all monies in cash drawers accurately at the end of shifts
Uses relevant information and judgment to determine whether events or processes comply with laws, regulations, or standards
Identifies and capitalizes on opportunities to promote new banking services
Develops constructive and cooperative working relationships with others, and maintaining them over time
Maintains a work area that ensures the safety of all negotiables and confidential records
Performs other related duties as assigned
Qualifications
Knowledge/Skills/Abilities:
Customer and Personal Service - knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Mathematical Reasoning - the ability to choose the right mathematical methods or formulas to solve a problem
Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work
Integrity - job requires being honest and ethical
Dependability - job requires being reliable, responsible, and dependable, and fulfilling obligations
Attention to Detail - job requires being careful about detail and thorough in completing work tasks
Communication - the ability to communicate information and ideas in speaking and writing so others will understand
Teamwork - work with co-workers in a friendly, non-competitive environment while being pleasant with others on the job and displaying a good-natured, cooperative attitude
Education:
High school diploma or GED required
Experience:
Cash handling and customer service focused experience required. Preference for proven work experience
Physical Requirements:
Must be able to lift up to 15 pounds at times
May need to stand for long periods of time
Part-Time Teller
Teller Job 45 miles from Moody
Overview: Listerhill Credit Union is a financial cooperative whose primary purpose is to help our members live financially healthy lives. In 1952, seven Reynolds Metals employees deposited $5 each with the idea of starting a credit union that was member-owned and member-focused. Helping co-workers break from predatory lenders to borrow affordably and save for their financial futures, was their motivation. We have grown from a single office at Reynolds Metals to 18 branches throughout northwest Alabama and south-central Tennessee. Today, we serve 13 counties with a full line of financial solutions. Our purpose and commitment to financial health has never changed. We recognize what is good for our members is good for us. We aspire to high standards of integrity, excellence, and passion. Furthermore, we strive to be innovative for the members' benefit and engaged in the betterment of their communities.
The Role: Your efforts and ultimate successes should be measurable and recognizable as you strive daily within LCU's vision: “to value people over profit, proactively seek improvement, work passionately, exceed expectations, and make our community a better place”. You will provide basic cash receipt and payment services in accordance with credit union procedures.
What you will do:
Receive share drafts/checks and cash for deposit into accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into our core processor
Cash share drafts/checks and process withdrawals; disburse funds upon verification of signatures and member balances
Promote and explain other credit union services such as consumer and mortgage loans, IRAs, certificates, safe deposit boxes, official checks, and money orders.
Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Upon entering the correct information, must generate member receipts
Place proper holds on accounts for uncollected funds
Count, check, and package coins and other currency
Ensure that the teller station is properly stocked with forms, supplies, etc.
Report malfunctions of teller terminals and other equipment used at the teller station
Check night depository bags and record proper information on the pertinent forms
Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated balance sheets. Report any discrepancies to the supervisor as necessary
Teller
Teller Job 17 miles from Moody
At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Teller is responsible for delivering quality customer service through efficient handling of routine over-the-counter transactions and for recognizing and acting upon sales opportunities that present themselves during the transactions.
The incumbent will:
* Process deposits by receiving checks and cash for deposit, verify the deposit amount, examine the checks for necessary endorsements and request any required identification
* Cash checks and pay out funds to clients after verifying signatures and the availability of funds in the account from which the check is being drawn
* Provide clients with transaction receipts (e.g., deposit slips, etc.) derived from the transaction information entered into the system
* Cross-sell the Bank's other products and services, refer clients to appropriate personnel as needed
* Count and balance currency, coins and checks received daily for deposit ensuring the accuracy of all funds counted and balanced
* Balance cash drawer daily and verify cash being returned to the vault
* Open, verify, count and balance deposited funds removed from night depositories
* Perform customer service duties as needed via phone or in person by assisting clients with inquiries about account information and Bank products or direct calls to proper Bank personnel
* Provide guidance and maintenance for new and existing accounts including client address changes, balance verification, miscellaneous charges, etc.
* Sell coins to the vault ensuring that all required steps are taken as stated in Bank policy and procedures
* Accept loan and installment payments from clients
* Identify and report suspicious transaction activity and potential security threats
* Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
* Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
* High school diploma or equivalent
* Six (6) months of related experience, particularly in cash handling and customer interaction
* Excellent customer service skills, as demonstrated by previous experience interacting with customers and responding to requests
* Excellent communication skills
* Knowledge of basic accounting, with experience reviewing numerical information and balancing
* Ability to accurately count and handle cash
* Experience using Microsoft Outlook, Word and Excel
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
* Sustained standing and sitting
* Frequent use of PC, including typing or sustained attention to monitor
* Occasional lifting of basic office files or equipment up to 20 lbs
* Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
Part Time Customer Service
Teller Job 17 miles from Moody
Aux Home Services is looking to fill a part-time CSR position. If you are energetic and love to have fun while helping people, this is the right place for you!
Teller - Roebuck
Teller Job 17 miles from Moody
AmFirst is committed to trust, integrity, and financial wellness. We love giving our members exceptional service and value. We treat our employees just the sameâ -like family. AmFirst provides growth, opportunity, and development. We offer our employees an extensive benefits package.
Role: Responsible for providing quality service to the membership while conducting front-line transactions.
Essential Functions & Responsibilities:
Receives and processes financial transactions, including deposits, withdrawals and loan payments; sells consignment items, cashier checks, travelers checks to members; transfers amounts from member accounts as directed; may handle safety deposit rental income.
Balances cash drawer and daily transactions. Notifies Head Teller of any discrepancies.
Post transactions to member accounts and maintain member records in accordance with all established credit union procedures and guidelines.
Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.
Prepares Currency Transaction Reports and reports suspicious activity for Head Teller's review.
Cross-sells Credit Union services.
Performs a variety of miscellaneous tasks including processing night drop and ATM deposits.
Performs other job-related duties as assigned.
Performance Measurements:
Provide friendly, professional, personal service to all members and employees maintaining a Quality Loop score of 6.7 or higher.
Balance your drawer daily and accurately post transactions with minimal errors.
Proactively seek opportunities to identify appropriate products and services for the betterment of the member.
Maintain a dependable record of attendance and timeliness.
Maintain a professional work environment and businesslike appearance.
Knowledge and Skills:
Experience - One month to twelve months of similar or related experience. 6 months cash handling preferred.
Education - A high school education or GED.
Interpersonal Skills - Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.
Other Skills - Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names. Must demonstrate good judgement in order to evaluate identities, accounts, checks and currency. Must have the ability to use an online computer system, organize transactions and accurately handle large sums of money.
Physical Requirements - Light lifting required.
Teller
Teller Job 17 miles from Moody
Title: Teller
Department: Retail Operations
Reports To: Branch Manager
Job Classification: Non-Exempt, Full-time
HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health and wealth of people in under-resourced Deep South communities. Since 1994, these efforts have benefitted more than three million people in Alabama, Arkansas, Louisiana, Mississippi and Tennessee, and influenced billions in persistent poverty communities across the nation. Learn more at .
Job Summary
The Teller is responsible for processing various financial transactions for members, including deposits, withdrawals, and payments. They ensure the accuracy of all transactions, maintain a balanced cash drawer, and provide excellent member service. Tellers also promote HOPE products and services to meet customer needs and support the bank's sales goals. They play a crucial role in maintaining customer satisfaction and trust. Confidentiality is involved, and sensitive situations may be handled. This position is in the HOPE branch network's various locations.
Essential Functions
· Prepare and process teller transactions efficiently and effectively
· Adhere to established cash handling and balancing procedures
· Provide service excellence to all stakeholders
· Achieve monthly growth and retention targets per individual Retail Work Plan
· Adhere to all HOPE policies, procedures, and security protocols
· Adhere to all regulatory compliance requirements
· Perform general administrative duties such as attending meetings, report production, etc.
· Perform other duties as assigned
Accountability for Business Results
· Cross-sell HOPE products
Specified Authority Level
· Access to teller drawer balance up to $10,000, exact value to be assigned
· Access to vault with one member of management present
Competencies/Skills
· Attention to Detail - Taking responsibility for a thorough and detailed method of working.
· Customer Focus - Knowing the (internal and externa!) customer business needs and acting accordingly; anticipating customer needs, and giving high priority to customer satisfaction and customer service.
· Integrity - Upholding generally accepted social and ethical standards in job - related activities and behaviors.
· Organizational Awareness - Having and using knowledge of systems, situations, procedures, and culture inside the organization to identify potential problems and opportunities; perceiving the impact and the implications of decisions on other components of the organization.
· Results Orientation - Being persistent and showing perseverance on achieving concrete and tangible results out of personal responsibility; getting optimum results from situations and being ready to take action and show tenacity in case of obstacles or resistance.
· Teamwork - Working as a productive member of a cohesive group toward a common goal and contributing to team development and effective team dynamics.
Desired Qualifications
· Highschool diploma or GED required
· 2+ years of experience of cash handling and customer service experience
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Additional Comments
Limitations and Disclaimer
The above job description is meant to describe the general nature and level of work being performed by employees occupying this position; it should not be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
Management reserves the right to assign or reassign duties and responsibilities to this job at any time. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.
Hope Enterprise Corporation does not participate in or engage in any form of visa sponsorship, including employment-based visa applications or extensions (e.g., H-1B, TN, O-1, OPT, STEM OPT, etc.). Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment.
Teller I
Teller Job 32 miles from Moody
Job Summary: The Teller I is an entry level position the incumbent serves under relatively close supervision with a goal of making minimal errors when assisting customers who come into the Bank to deposit or withdraw funds. Assistance is needed with complex transactions as part of the training process. The Teller I is expected to learn and work toward the ability to explain the Bank's services, cross sell and make needs based referrals to branch personnel who are responsible for opening accounts or making loans.
Listing of Key Responsibilities:
All of the following responsibilities are performed under relatively close supervision.
* Provides customer service primarily face-to-face, but also by phone when necessary.
* Cashes checks, receives deposits, transfers funds, prepares official checks, takes loan payments, provides traveler's checks, makes cash advances, takes stop payments, etc., all in compliance with Bank Teller Standards, Bank policies, procedures and processes and all applicable external laws and regulations with a specific focus on BSA requirements.
* Focuses carefully on each customer transaction in terms of the appearance of the items presented and knowledge of the customer, and always confidentially reviews any concerns or suspicions with another employee (i.e., another Teller, CSR, Lead CSR, Assistant Branch Manager or Branch Manager) as appropriate to determine if the transaction should be completed.
* Follows all dual control procedures required to maintain internal controls in performing assigned duties, for example in the cases of ATMs, night deposits, vault activities, cash counts, etc.
* Ensures that he or she never processes transactions related to his or her personal accounts or those of a family member.
* Opens and closes designated Teller terminal and accounts for cash assigned, received and disbursed.
* Accurately balances Teller terminal, completes closing report and remits daily work for further processing by Deposit Operations on a daily basis.
* Processes night deposit bags and customer change orders.
* Handles ATM servicing and balancing.
* Processes mail and answers phone.
* Performs other duties as assigned.
Qualifications
Education Required: HS Degree or equivalent.
Experience Required: This entry level and developmental position is intended for employees with little to no experience or less than one year of Teller or related experience.
Knowledge and Skills Required: The incumbent in this job is expected to develop a basic knowledge of the non-interest bearing and interest bearing demand deposit and savings accounts, and related services, offered by the Bank, and the proper policies and procedures for handling the deposit and withdrawal transactions for these accounts. Also, he or she is expected to develop a basic knowledge of and ability to use the Bank's operating system is very important. In addition, he or she should basically become knowledgeable of all BSA and compliance requirements associated with job responsibilities, and develop the ability to adapt to changes in products, services and related policies and procedures and the addition of new products and services. The ability to develop solid math, verbal communication, customer service, sales referral, PC and multi-tasking skills, as well as detail orientation, is very important
Key Business Relationships: Interacts internally with the Branch Manager, Lead CSR, other Tellers, CSRs, other staff in the assigned Bank location and Deposit Operations support staff at the headquarters location. Interacts externally with existing and potential Bank customers.
Other Relevant Information: It is very important to emphasize that the person performing the responsibilities assigned to this position works with confidential customer information, and only is to access such on a need to know basis. Also, such information never should be released to a third party without the specific authorization of a Senior Manager.
Teller
Teller Job 13 miles from Moody
Teller I
Code
TEL
Department
Retail Department
Reports To
Branch Manager
Officer/Non-Officer
Non-Officer
FLSA Category
Non-Exempt Employee
Work Location
Retail Branch
Responsibilities & Duties
Purpose of Position
Entry level position in retail branch with customer service concentration. To be friendly and welcoming while promote a positive representation of the bank and assist the needs of the customers.
Duties and Responsibilities
Accepting, verifying and processing deposits, including accurate cash counts.
Identity verification for disclosure of information, or instrument negotiation.
Evaluation for Holds according to REG CC guidelines and get Officer approvals.
Assist as witness to Opening/Closing of branch, and daily operating procedures.
Verification and Admittance of customers to Safe Deposit Boxes.
Efficient navigation of Teller Manual and daily accurate balancing of Teller Drawer
Make focused efforts to solve customer problems, by phone and in person.
Promotion of Products and Services, including cross-selling opportunities
Assist Head teller with cross-training duties including ATM and Vault
Serve as a counter or witness in Teller Audits
Issue debit cards, cashiers checks and processing of loan payments, credit card payments
Promote Community Relation projects within the branch
Know the products and services offered by the bank to suggest to customers
Qualifications
Minimum Education Requirements
High School Diploma or equivalent education experience required.
Minimum Experience & Skill Requirements
Balance money transactions, conduct error-free transactions while providing excellent customer service in a rapid and efficient manner. This requires a good level of concentration and an ability to be friendly with the customer while maintaining control over each transaction. Requires job-related experience in processing proof and retail banking operations. 10 key operation with accuracy is essential to this position. Detail oriented position requiring effective communication skills with both co-workers and customers. Time Management in a fast paced, retail environment with interaction with general public.
Additional Information
Disclosure
This position description is subject to change at the discretion of the needs of the bank and does not create a contract, implied or otherwise; this position is an “at will” employment position. This position description in no way confines these functions to be the only task, responsibilities or duties of this position. Employees have the responsibility to safe guard information, maintain confidentiality and engage in safe and sound banking practices, inside and outside the bank.
Last Revision Date
02/07/2023
Support
Any questions, please contact: Human Resources **************
Teller
Teller Job 12 miles from Moody
Are you looking for job where you are helping create value to the Austin community? Are you someone that is excels with both working with money and technology, as well as working with people? Do you get excitement for helping members of the public with their future goals financially?
Austin Telco is looking for exceptional individuals for a Full Time Teller position with a passion to help build a better future for the communities we serve and for themselves as career-oriented people. These individuals need to have strong values, a willingness to set goals and achieve them, and a desire to build themselves up, as well as the community they call home.
If you are looking to get back into the credit union industry or explore a new career in the financial field, this job is for you!
Compensation:
The starting rate is $37,440.00.
Benefits include paid holidays, 401(k) and defined benefit (pension) plan, business casual dress code, medical, dental and vision insurance, long and short-term disability, paid vacation and sick leave, and more!
Summary:
Receives and processes counter transactions, mail, and phone requests. Balances and maintains cash drawer and provides efficient and courteous member service.
Location:
8929 Shoal Creek Blvd, Austin, TX, 78757.
Schedule:
Applicants for this position must be available to work Monday through Friday from 8:00 AM to 5:45 PM and as scheduled on Saturdays from 8:45 AM to 12:15 PM.
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Legendary interpersonal and communication skills.
An unwavering eye for detail to ensure smooth sailing in financial transactions.
A member-focused approach dedicated to delivering top-notch service.
Strong knowledge of credit union products, services
Education and/or Experience:
High school diploma or general education degree (GED).
6 months related customer service, bank, or credit union experience and/or training.
Must possess sufficient knowledge of the online computer system to post information correctly and efficiently.
Good credit standing is also required and will be verified during the pre-employment stage. Once a contingent job offer is made, a criminal background check and drug screening will be completed.
Austin Telco Federal Credit Union provides equal employment opportunities to all employees and applicants for employment 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.
Salary Description $37,440.00 annually
Teller Greensprings
Teller Job 17 miles from Moody
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 6+ months of experience interacting with people, demonstrated through work, military, or education
* Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 325 W Valley Ave BIRMINGHAM, AL 35209
@RWF22
Posting End Date:
24 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Regional Banker/Teller Birmingham North
Teller Job 17 miles from Moody
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a full-time Branch Sales and Service Regional Resource team (RRT) member, you will engage in proactive sales and customer service activities including teller transactions, selling bank products and developing referral opportunities. You will be part of the Regional Resource Team, based in Birmingham, to support multiple branches in PNC's Birmingham North Retail Market.Job Description
Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Full-Time Teller
Teller Job 18 miles from Moody
Teller Role
To assist members and perform transactional duties by receiving or paying out funds with a high degree of accuracy while maintaining exceptional member service standards as set by Family Security Credit Union. Maintain accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.
Teller Major Duties and Responsibilities
- Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate, and efficient member transactions.
- Receive checks and cash for deposit to accounts, verify amounts, and examine checks for proper endorsement.
- Cash checks and process withdrawals after verification of member balances.
- Process all mail which includes posting payments and deposits; sort and prepare items for branch shipment when applicable.
- Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations, including robbery procedures.
- Promote, explain, and cross-sell all credit union products and services.
- Receive and process loan payments.
- Balance cash drawer, research and resolve discrepancies and report any discrepancies to the Head Teller or Branch Manager.
- Ensure the teller station is properly stocked with supplies to perform daily duties.
- Check night depository and record proper information to process transactions according to credit union procedures.
- Performs other related duties as assigned.
Requirements
Teller Qualifications
Required Qualifications:
- High School Diploma or equivalent
- Must be 18 years of age or older
- Intermediate PC knowledge with basic Microsoft Office skills
- One year of cashier or teller experience (experience must be within the past five years)
Preferred Qualifications:
- Two years of cashier or teller experience (experience must be within the past five years)
- Cash drawer balancing experience
- Ability to work in a team environment
- Excellent communication skills while using a pleasant tone and common conversational courtesies
- Good interpersonal skills to include being courteous, diplomatic, and tactful
- Ability to handle some daily lifting of boxed or bagged coins (weight will vary)
- Good organizational skills
- Ability to multitask when necessary
Teller Expectations
- Ability to sit or stand for extended periods of time
- Ability to effectively move between frontline and drive-thru to ensure prompt service for all members
This job description is not a complete statement of all duties and responsibilities comprising this position.
Family Security is an Equal Opportunity Employer and will not discriminate or allow harassment against a person because of race, color, ethnicity, age, sex, gender, gender identity, religion, national origin, ancestry, marital status, sexual orientation, physical or mental disability or condition, military or veteran status, genetic information or other protective status.
Universal Banker I
Teller Job 17 miles from Moody
Universal
Banker
Part Time Associate Banker Chicago Far South (30 Hours)
Teller Job 19 miles from Moody
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Teller
Teller Job 21 miles from Moody
Job Details Greystone Branch - Hoover, ALDescription
At Bryant Bank, we aspire to provide legendary service to our customers. The Teller works on the front line of our operations, performing a variety of transactions to assist customers with their financial needs.
Essential Duties and Responsibilities:
Receives and accepts deposits and loan payments, confirming accuracy of transaction
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals
Evaluates checks to verify dates, identification of persons receiving payments, bank names, and legality
Enters transactions in bank's recordkeeping system, recording all transactions and producing customer receipts
Maintains a cash supply and currency to meet daily needs
Balances all monies in cash drawers accurately at the end of shifts
Uses relevant information and judgment to determine whether events or processes comply with laws, regulations, or standards
Identifies and capitalizes on opportunities to promote new banking services
Develops constructive and cooperative working relationships with others, and maintaining them over time
Maintains a work area that ensures the safety of all negotiables and confidential records
Performs other related duties as assigned
Qualifications
Knowledge/Skills/Abilities:
Customer and Personal Service - knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Mathematical Reasoning - the ability to choose the right mathematical methods or formulas to solve a problem
Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work
Integrity - job requires being honest and ethical
Dependability - job requires being reliable, responsible, and dependable, and fulfilling obligations
Attention to Detail - job requires being careful about detail and thorough in completing work tasks
Communication - the ability to communicate information and ideas in speaking and writing so others will understand
Teamwork - work with co-workers in a friendly, non-competitive environment while being pleasant with others on the job and displaying a good-natured, cooperative attitude
Education:
High school diploma or GED required
Experience:
Cash handling and customer service focused experience required. Preference for proven work experience
Physical Requirements:
Must be able to lift up to 15 pounds at times
May need to stand for long periods of time
Teller
Teller Job 17 miles from Moody
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Teller is responsible for delivering quality customer service through efficient handling of routine over-the-counter transactions and for recognizing and acting upon sales opportunities that present themselves during the transactions.
The incumbent will:
Process deposits by receiving checks and cash for deposit, verify the deposit amount, examine the checks for necessary endorsements and request any required identification
Cash checks and pay out funds to clients after verifying signatures and the availability of funds in the account from which the check is being drawn
Provide clients with transaction receipts (e.g., deposit slips, etc.) derived from the transaction information entered into the system
Cross-sell the Bank's other products and services, refer clients to appropriate personnel as needed
Count and balance currency, coins and checks received daily for deposit ensuring the accuracy of all funds counted and balanced
Balance cash drawer daily and verify cash being returned to the vault
Open, verify, count and balance deposited funds removed from night depositories
Perform customer service duties as needed via phone or in person by assisting clients with inquiries about account information and Bank products or direct calls to proper Bank personnel
Provide guidance and maintenance for new and existing accounts including client address changes, balance verification, miscellaneous charges, etc.
Sell coins to the vault ensuring that all required steps are taken as stated in Bank policy and procedures
Accept loan and installment payments from clients
Identify and report suspicious transaction activity and potential security threats
Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
High school diploma or equivalent
Six (6) months of related experience, particularly in cash handling and customer interaction
Excellent customer service skills, as demonstrated by previous experience interacting with customers and responding to requests
Excellent communication skills
Knowledge of basic accounting, with experience reviewing numerical information and balancing
Ability to accurately count and handle cash
Experience using Microsoft Outlook, Word and Excel
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
Sustained standing and sitting
Frequent use of PC, including typing or sustained attention to monitor
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
Part Time Teller - Downtown Birmingham
Teller Job 17 miles from Moody
pstrongspan AmFirst is committed to trust, integrity, and financial wellness. We love giving our members exceptional service and value. We treat our employees just the sameâ -like family. /span AmFirst provides growth, opportunity, and development. We offer our employees an extensive benefits package. /strong/p
pstrong Role: Responsible for providing quality service to the membership while conducting front-line transactions./strong/p
pstrong Part Time Schedule: 3 days per week/strong/p
pstrong Essential Functions amp; Responsibilities:/strong/p
ul
li Receives and processes financial transactions, including deposits, withdrawals and loan payments; sells consignment items, cashier checks, travelers checks to members; transfers amounts from member accounts as directed; may handle safety deposit rental income./li
li Balances cash drawer and daily transactions. Notifies Head Teller of any discrepancies./li
li Post transactions to member accounts and maintain member records in accordance with all established credit union procedures and guidelines./li
li Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service./li
li Prepares Currency Transaction Reports and reports suspicious activity for Head Teller's review./li
li Cross-sells Credit Union services./li
li Performs a variety of miscellaneous tasks including processing night drop and ATM deposits./li
li Performs other job-related duties as assigned./li
/ul
pstrong Performance Measurements:/strong/p
ul
li Provide friendly, professional, personal service to all members and employees maintaining a Quality Loop score of 6.7 or higher./li
li Balance your drawer daily and accurately post transactions with minimal errors./li
li Proactively seek opportunities to identify appropriate products and services for the betterment of the member./li
li Maintain a dependable record of attendance and timeliness./li
li Maintain a professional work environment and businesslike appearance./li
/ul
pstrong Knowledge and Skills:/strong/p
pspan style="text-decoration: underline;"Experience/span - One month to twelve months of similar or related experience. 6 months cash handling preferred./p
pspan style="text-decoration: underline;"Education/span - A high school education or GED./p
pspan style="text-decoration: underline;"Interpersonal Skills/span - Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information./p
pspan style="text-decoration: underline;"Other Skills/span - Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names. Must demonstrate good judgement in order to evaluate identities, accounts, checks and currency. Must have the ability to use an online computer system, organize transactions and accurately handle large sums of money./p
pspan style="text-decoration: underline;"Physical Requirements/span - Light lifting required./p
Teller I
Teller Job 32 miles from Moody
Job Details Entry Sylacauga 40 - Sylacauga, AL Undisclosed N/A Full Time High School Undisclosed None Day BankingDescription
Job Summary: The Teller I is an entry level position the incumbent serves under relatively close supervision with a goal of making minimal errors when assisting customers who come into the Bank to deposit or withdraw funds. Assistance is needed with complex transactions as part of the training process. The Teller I is expected to learn and work toward the ability to explain the Bank's services, cross sell and make needs based referrals to branch personnel who are responsible for opening accounts or making loans.
Listing of Key Responsibilities:
All of the following responsibilities are performed under relatively close supervision.
Provides customer service primarily face-to-face, but also by phone when necessary.
Cashes checks, receives deposits, transfers funds, prepares official checks, takes loan payments, provides traveler's checks, makes cash advances, takes stop payments, etc., all in compliance with Bank Teller Standards, Bank policies, procedures and processes and all applicable external laws and regulations with a specific focus on BSA requirements.
Focuses carefully on each customer transaction in terms of the appearance of the items presented and knowledge of the customer, and always confidentially reviews any concerns or suspicions with another employee (i.e., another Teller, CSR, Lead CSR, Assistant Branch Manager or Branch Manager) as appropriate to determine if the transaction should be completed.
Follows all dual control procedures required to maintain internal controls in performing assigned duties, for example in the cases of ATMs, night deposits, vault activities, cash counts, etc.
Ensures that he or she never processes transactions related to his or her personal accounts or those of a family member.
Opens and closes designated Teller terminal and accounts for cash assigned, received and disbursed.
Accurately balances Teller terminal, completes closing report and remits daily work for further processing by Deposit Operations on a daily basis.
Processes night deposit bags and customer change orders.
Handles ATM servicing and balancing.
Processes mail and answers phone.
Performs other duties as assigned.
Qualifications
Education Required: HS Degree or equivalent.
Experience Required: This entry level and developmental position is intended for employees with little to no experience or less than one year of Teller or related experience.
Knowledge and Skills Required: The incumbent in this job is expected to develop a basic knowledge of the non-interest bearing and interest bearing demand deposit and savings accounts, and related services, offered by the Bank, and the proper policies and procedures for handling the deposit and withdrawal transactions for these accounts. Also, he or she is expected to develop a basic knowledge of and ability to use the Bank's operating system is very important. In addition, he or she should basically become knowledgeable of all BSA and compliance requirements associated with job responsibilities, and develop the ability to adapt to changes in products, services and related policies and procedures and the addition of new products and services. The ability to develop solid math, verbal communication, customer service, sales referral, PC and multi-tasking skills, as well as detail orientation, is very important
Key Business Relationships: Interacts internally with the Branch Manager, Lead CSR, other Tellers, CSRs, other staff in the assigned Bank location and Deposit Operations support staff at the headquarters location. Interacts externally with existing and potential Bank customers.
Other Relevant Information: It is very important to emphasize that the person performing the responsibilities assigned to this position works with confidential customer information, and only is to access such on a need to know basis. Also, such information never should be released to a third party without the specific authorization of a Senior Manager.
Teller Part Time Colonial Promenade Tannehill
Teller Job 30 miles from Moody
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 6+ months of experience interacting with people, demonstrated through work, military, or education
* Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 4901 Promenade Pkwy BESSEMER, AL 35022
@RWF22
Posting End Date:
24 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Virtual Teller - Downtown Birmingham
Teller Job 17 miles from Moody
Role: Provides real time teller assistance to members from a centralized location through video transmission via the Interactive Teller Machine (ITM). Performs a variety of financial transactions. Provides professional, prompt, and courteous service and respects the confidentiality of members.
Working Hours: 4/10's with an off day on Thursday
Essential Functions & Responsibilities:
Through video transmission via the Interactive Teller Machine (ITM), processes a variety of financial transactions including, but not limited to, deposits, payments, transfers, and withdrawals. Ensures that proper endorsements and identification are obtained and follows Credit Union policies and procedures.
Works with multiple software programs concurrently to complete transactions, and communicates with more than one member simultaneously.
Provides a high level of professional and courteous service while observing due diligence for validity of transactions.
Performs end of day balancing according to procedures. Adheres to security, audit, and compliance requirements.
Supports Credit Union growth by recognizing opportunities to promote Credit Union products to meet members' needs.
Performs other job-related duties as assigned.
Performance Measurements:
Provide friendly, professional, personal service to all members and employees maintaining a Quality Loop score of 6.7 or higher.
Balance and accurately post transactions with minimal errors on a daily basis.
Proactively seek opportunities to identify appropriate products and services for the betterment of the member.
Maintain a dependable record of attendance and timeliness.
Maintain a professional work environment and businesslike appearance.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.
Other Skills: Must have excellent written and verbal communication skills and interpersonal skills in order to interact professionally and effectively with members via video transmission equipment. Must be comfortable, professional and friendly on camera. Able to prioritize tasks, deal effectively with competing and changing priorities and meet deadlines. Accurate, detail-oriented and organized. Good knowledge and understanding of Credit Union products, services, policies and procedures. Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes, but is not limited to Reg CC and CTR requirements. Good knowledge and understanding of all Credit Union computer systems and software programs required to perform job duties. Must be able to use multiple software applications simultaneously.
Work Environment: Cube environment with majority of time sitting at desk using video equipment to interact with members.