Service One Credit Union ยท 11 hours ago
Float Teller and Member Contact Specialist - Full Time
Bowling Green,KY,US
Full-time
Onsite
New Grad, Entry Level
0+ years expService One Credit Union is seeking a Float Teller and Member Contact Specialist to provide high-quality service to members both in person and over the phone. The role involves performing various financial services, ensuring accurate transactions, and promoting Credit Union products and services.
BankingFinanceFinancial Services
Responsibilities
Welcomes and serves members in a friendly and courteous manner, thank the member for their business and use the members name during the transaction
Performs various paying and receiving functions including checks, deposits, withdrawals, loan and credit card payments, cash advances, and cashier checks and money orders
Assists with processing mail, ATM and night drop deposits
Balances cash drawer daily, within specific guidelines
Assists with the daily opening and closing of the branch and main vault
Completes all transactions with a high level of accuracy and attention to detail
Complies with member identification procedures
Understands and adheres to established teller policies, procedures, and practices
Processes transactions within assigned limits, obtaining further authorization when necessary
Ensures compliance with all applicable regulatory requirements
Assists members with basic account inquiries and requests both in person and over the phone
Exercises discretion when dealing with confidential information
Thinks critically, empathizes with the member, and escalates issues when an equitable resolution cannot be obtained
Strives for first call resolution, but may require research, follow-up, and return calls
Provides member services such as checkbook orders, stop payments, etc
Provides account information and processes member requests for statement copies
Performs general account maintenance on member accounts, such as address changes
Ensures compliance with all applicable regulatory requirements
Maintains a proficient knowledge of all Credit Union products and services
Asks appropriate questions to obtain an understanding of members' needs and recommended products and services that may benefit the member and meet the Credit Union's corporate goals
Assists in the set-up of online banking accounts
Resolves or refers electronic service issues including, OLB, Bill Pay, Remote Deposit Capture, Debit Cards, and Credit Cards
Orders debit cards and assists members in filing debit card disputes as well as informing members of the timeframes associated with debit card claims
Accepts telephone loan payments on member accounts and quotes consumer loan payoffs
Actively works to achieve personal, departmental, and organizational sales and service goals
Confers with other departments to resolve member questions and concerns
Understands and complies with federal, state, and other rules and regulations relating to products and services
Performs such duties as may be required from time to time for the overall management and operation of the Credit Union
Develops working knowledge of Credit Union and branch operations
Identifies opportunities and actively refers members to appropriate personnel
Cooperates with other associates to ensure the smooth and efficient delivery of information
Quotes current deposit and loan rates to existing and prospective members
Qualification
Required
High school diploma or GED
Up to six months similar or related experience including customer service and/or cash handling experience
Must be able to speak, read and write in English
Basic clerical skills and knowledge of general office equipment
Good mathematical skills and business aptitude
Positive, outgoing personality and a 'can-do' attitude
Strong verbal and written communication skills
Good computer skills and the ability to work in Windows-based systems/Microsoft applications
Ability to work various schedules and on Saturdays
Ability to travel to other branches as needed
Preferred
Bilingual skills are a plus
Company
Service One Credit Union
Service One Credit Union is a financial company that provides loans, investment and consulting services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Floyd
Chief Lending Officer, VP
Brad Brown
Chief Administrative Officer
Company data provided by crunchbase