Financial Service Representative (Teller) jobs in United States
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Excite Credit Union · 17 hours ago

Financial Service Representative (Teller)

Excite Credit Union is seeking a Financial Services Representative (FSR) to provide a winning service experience for Members and Non-Members. The FSR will be responsible for efficiently processing transactions, delivering exceptional service, and building strong Member relationships while adhering to company policies and procedures.

CommunitiesFinancial ServicesNon Profit

Responsibilities

Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of the work shift
Handles all negotiable items, such as cashier’s checks, money orders, gift cards and temporary checks, US Savings Bonds, etc. in an accurate and efficient manner
Makes effective referrals to other specialists when appropriate
Performs Financial Center opening and closing duties as assigned
Deliver exceptional Member service by actively supporting the Purpose, Values and Strategies of Excite Credit Union
Represents the credit union to the Member in a courteous and professional manner. Is responsible for prompt, efficient and accurate service in processing all Member requests
Build strong Member relationships by providing information and education regarding Credit Union products and services
Promptly resolves Member requests and complaints in a respectful, caring and satisfactory way
Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions
Perform other duties, as assigned

Qualification

Cash handling experienceCustomer service experienceSales/referral experienceBilingualAnalyticalCommunicationProblem SolvingAdaptability

Required

High school diploma or equivalent
Minimum 1-year customer-facing experience in a retail environment
Demonstrated ability to be fiscally responsible

Preferred

Previous cash handling experience
Experience working in positions with sales/referral goals (team & individual)
Bilingual a plus

Company

Excite Credit Union

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Excite Credit Union is a member-owned and not-for-profit financial cooperative organization.

Funding

Current Stage
Growth Stage
Total Funding
$2.48M
Key Investors
Community Development Financial Institutions Fund
2023-03-10Grant· $2.48M

Leadership Team

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Brian Dorcy
President & CEO
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Company data provided by crunchbase