PenFed Credit Union · 1 day ago
Teller
Buchanan, WI
Full-time
Onsite
Entry Level
1+ years expPenFed Credit Union is a strong financial institution serving over 2.9 million members. They are seeking a Teller to assist with member service needs, perform teller transactions, and support the sales team in delivering an exceptional member experience.
BankingCreditFinanceFinancial ServicesLending
Responsibilities
Assist & Greet current prospective members in person or on the phone
Evaluate needs of potential members and offers appropriate financial products and services
Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions
Maintain knowledge of PenFed's products and services such as membership, checking, credit cards, loans, etc
Provide ongoing relationship with current members to gain additional services. Utilize sales techniques to uncover member needs and match to the credit union products and services
Assist and educate members on the use of PenFed Online (PFOL), mobile banking and other remote channels of banking. Assist members and explains all PenFed products and services
Resolve complex member problems using various PenFed channels within delegated limits as appropriate
Prepare loan documents for review and disbursement as necessary
Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations
Maintain knowledge of PenFed policies and procedures
Remain current on outside competitive products
Conduct quality assurance monitoring of documents to be sent to Member Records
Provide input to and assists in the implementation of new marketing projects
Conduct member transactions when requested
Maintain teller cash drawer limits within PenFed policies and procedures
Balance cash drawer daily and prepares individual settlement sheets
Maintain accurate records of deposits, withdrawals, official checks, POS, and share drafts
Assist with the daily balancing and closing out of the branch
Assist in training of new teammates
Perform various Universal Representative (UR) responsibilities that may include, but not limited to, determining loan payoffs, cashes checks, furnishing loan and share balances, provide account numbers, and disburses share withdrawals after verifying proper identification
Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business
Provide support to other branches to include working weekends and/or extended hours as required to operate the business
Support additional PenFed initiatives to support needs of members, and business
If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents
Qualification
Required
High School Diploma or G.E.D. is required
Minimum of one (1) year of superior customer service experience is required
Bilingual-Spanish required
Preferred
Teller experience is preferred
Valid Notary Public, preferred
Benefits
Comprehensive health, dental, and vision plans
Paid time off
Paid parental leave
Care support
Fitness center access
401(k) match
Employee loan discounts
Fully paid life and disability coverage
Education assistance
Community involvement
Volunteer opportunities
Company
PenFed Credit Union
PenFed Credit Union offers banking services, loans, mortgages, and credit cards to individuals and small businesses.
1001-5000 employees
H1B Sponsorship
PenFed Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (19)
2024 (20)
2023 (10)
2022 (21)
2021 (12)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$845.89M2025-09-22Debt Financing· $398.49M
2024-08-29Debt Financing· $447.4M
Leadership Team
Sarah Heintzman
Executive Vice President, CFO
Andrea McCarren
Senior Vice President & Chief Content Officer, PenFed Digital
Recent News
The Virginian-Pilot
2025-11-05
Company data provided by crunchbase