Summit Credit Union ยท 2 hours ago
Peak Member Service Teller - Part Time 15-19 Hours
Madison, WI
Part-time
Onsite
New Grad, Entry LevelSummit Credit Union is seeking a Peak Teller for their American Parkway branch, responsible for engaging with members and completing banking transactions accurately. The role emphasizes building rapport with members and helping improve their financial situations through effective communication and service.
BankingFinancial ServicesPersonal Finance
Responsibilities
Act as the face of the organization and first point of contact for members
Ensure all member requests are processed accurately and efficiently
Build and maintain positive rapport with members, and actively solicit their needs and suggestions
Make recommendations, offer advice and refer members to other solutions in an effort to help them improve their financial situation
Conduct teller transactions, fulfill the needs of members accurately, and balance each day
Resolve account errors and provide maintenance on accounts for members. Assist members in identifying potential problems and present solutions along with associated advantages and drawbacks
Educate members about convenient service options such as online banking and mobile banking
Maintain basic knowledge in all credit union service, products and programs, ensuring quality service is delivered to SCU members
Provide support to the branch
Consistently act as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees
Other branch duties as assigned or needed
Understand and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP)
Qualification
Required
Engaging in meaningful conversations with members during high volume hours
Completing a variety of banking transactions for members with a high degree of accuracy
Listening carefully to members' needs to uncover ways to help improve their financial situation
Acting as the face of the organization and first point of contact for members
Ensuring all member requests are processed accurately and efficiently
Building and maintaining positive rapport with members, and actively soliciting their needs and suggestions
Making recommendations, offering advice and referring members to other solutions
Conducting teller transactions, fulfilling the needs of members accurately, and balancing each day
Resolving account errors and providing maintenance on accounts for members
Assisting members in identifying potential problems and presenting solutions
Educating members about convenient service options such as online banking and mobile banking
Maintaining basic knowledge in all credit union service, products and programs
Providing support to the branch
Consistently acting as part of a cohesive team, demonstrating excellent interpersonal skills
Understanding and being accountable for executing all job functions in compliance with BSA, OFAC and the USA Patriot Act/CIP
Professional, well-developed interpersonal skills essential for projecting a positive image
Ability to build rapport and relationships with others
Requires judgment to solve day-to-day problems within established guidelines
Knowledge of Microsoft Office Suite
Basic mathematical skills required
Demonstrates accuracy and attention to detail
Physical demands: continuously required to stand, walk and sit, and use hands and fingers
Occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds
Works in a typical administrative setting with climate control and appropriate lighting
Saturday hours required
Equipment used: Computer terminal/PC, calculator, printer/copiers, telephone
Company
Summit Credit Union
Summit Credit Union is a credit union that provides banking services to members.
Founded in 1935
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kim Sponem
CEO/President
Recent News
2025-04-14
2025-03-26
BizTimes - Milwaukee Business News
2025-03-17
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