Apply on Employer Site

Summit Credit Union · 2 months ago

Peak Member Service Teller

Milwaukee, Wisconsin, United States

Full-time

Onsite

Entry Level

1+ years exp

Summit Credit Union is a financial institution committed to providing excellent service to its members. They are seeking a Peak Member Service Teller who will engage with members, complete banking transactions accurately, and help improve their financial situations through effective communication and support.

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

Customer service experienceInterpersonal skillsMicrosoft Office SuiteBasic mathematical skillsFluent in English

Required

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

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)

Professional, well-developed interpersonal skills essential for projecting a positive image as representative of the Credit Union

Fluent in English

Requires judgment to solve day-to-day problems but usually within established guidelines

Work requires basic knowledge of Microsoft Office Suite

Basic mathematical skills required