Trax Credit Union ยท 3 days ago
FT Teller
Riverview, FL
Full-time
Onsite
New Grad, Entry Level
0+ years expTrax Credit Union is seeking a Full-Time Teller to assist members with financial transactions. The role involves processing cash and check transactions, balancing cash drawers, and promoting credit union products and services while ensuring compliance with regulatory requirements.
AccountingInsuranceWealth Management
Responsibilities
Balances accurately within set teller balancing standards daily
Processes member cash/check transactions in person
Meets referral program requirements monthly
Uses impact statements and special greetings
Must have knowledge of CU products and services and recommend appropriately
Turns in referral sheet and balancing reports on time within set time frames
Makes member phone calls regularly
Maintains security of cash drawer and drawer keys at all times
Abides by drawer limits every day
Processes mail transactions
Promotes and protects the interests of the credit union at all times
Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act
Performs other duties as assigned
Supervises mortgage loan processor, coaching them personally in the efficient and effective performance of duties
Qualification
Required
Minimum of six months of customer service and cash handling experience, preferably in a financial institution
Minimum of six months of sales or cross-selling experience over the phone or in person
Knowledge of computers and some experience using word and excel
Experience working independently as well as in a team setting
Company
Trax Credit Union
Trax Credit Union provides account, insurance, and wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
P
Pete Giorgianni
President/CEO
Company data provided by crunchbase