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. 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 workspace. STANDARDS OF PERFORMANCE: Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies. Provides members with courteous, friendly service, which exceeds their expectations while processing transactions promptly, efficiently and accurately. Follows Wings Financial CU’s “Standards of Professionalism” to represent the credit union to members in a professional manner through written and verbal communications, attitude, business attire, work area, and thorough knowledge of our products and services. Meets individual quality service goals as identified in your performance action plan. Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training. Accurately applies technical job knowledge and skills to complete all work in a timely manner in accordance with policies, procedures and regulatory requirements while managing varying degrees of work. SUPERVISORY RESPONSIBILITIES: None 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: 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. PHYSICAL DEMANDS / WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to walk and sit. The employee is occasionally required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently or occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, ability to adjust focus. The noise level in the work environment is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions 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)