Lead Personal Teller

  • Wings Financial Credit Union
  • Apple Valley, MN 55124, USA
  • Apr 27, 2021

Job Description

ESSENTIAL FUNCTIONS include the following. Other duties may be assigned. In the supervisor’s absence and on Saturdays, be the point of contact for the team with questions, judgement calls and assistance with scheduling. Make educated decisions on overriding large withdraws for members. Responsible for balancing the team’s daily work. Reconciling disputes, which includes going through processed checks, looking for cash to offset disputes. Train new Personal Tellers on the procedures and policies of the role. Provide quality member service delivery through multiple channels, process transaction requests, provide rate information, process inquiries regarding account information, and follow credit union policies and procedures. Enhance the member experience by providing exceptional, professional and consistent service using Personal Teller Machine technology, which includes but is not limited to: greeting the member, smiling, using the member’s name during the transaction, and thanking each member for his or her business. Determine the member’s financial needs and cross-sell appropriate products and services to make qualified referrals for additional loan, deposit and fee income products and services. Process member transactions as requested accurately, recognizing red flags regarding fraud and scams. Convey processional image at all times by being respectful, courteous and considerate of members and co-workers through verbal and non-verbal communications, adhering to dress code and maintaining a clean and organized work space. QUALIFICATIONS: 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. EDUCATION and EXPERIENCE: Six months experience as a Personal Teller. High School diploma required some college experience is preferred. Or any combination of training, education, and sales experience that would provide the required knowledge, abilities, and skills. Position requires working knowledge of computer software (i.e. Windows, Microsoft Office). Individual has knowledge of who the competition is. Previous cash handling, and credit union or banking experience is helpful. Excellent verbal and non-verbal communication skills, well organized, accurate and detail-oriented. A professional demeanor, the willingness to participate as a member of a service oriented, and innovative team while demonstrating a positive, enthusiastic attitude and exceptional interpersonal skills. Desire, ability and experience in working with and helping other people in a professional setting with a professional business appearance. Ability to work efficiently in a fast-paced and sometimes stressful environment while having the desire to maintain quality of service. Individual must be an effective team player through cooperation, flexibility and dependability. Position may require working at various locations. Bondable. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)