Teller - Finanta Credit Union jobs in United States
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Community First Fund · 2 weeks ago

Teller - Finanta Credit Union

Finanta is a credit union that focuses on meeting the financial service needs of its members. The Teller will process transactions, deliver exceptional customer service, resolve account issues, and provide administrative support to the team.

FinanceFinancial ServicesLendingNon Profit

Responsibilities

Teller Obligations
Administrative Support
Individual, Team, and Company Participation
Ensure that your drawer is ready by the designated time
Perform on-line transactions (in person, by mail or by phone): process deposits (including check holds), withdrawals, transfers, loan payments, fees, money orders, direct deposit, CU check withdrawals, payroll deduction, cashed share drafts, and other duties that may not be listed
Process automatic transfers and loan payments; update manager as loans are paid
Verify availability of funds for withdrawal
Verify endorsements on checks
Balance drawer at the designated time
Lock teller drawer and money in vault at the designated time
Balance money orders sold in your drawer
Print teller drawer report for your teller initials, balance against receipts, and ensure that all receipts are attached and initialed
Research discrepancies on end of day reports as needed
File daily work, membership cards, loan files, etc
Report large cash deposits as directed
Greet visitors and other persons entering the Credit Union
Serve as the coordinator for those needing assistance
Answer incoming calls to the Credit Union, responds to inquiries, collect messages and secure successful completing of any handoff
Conduct outbound calls as directed
Pull sales, transactional and other reports as needed
Provide sales and other business development support to the Branch Manager
Open and distribute mail
Support the MSR team with scanning, uploading and verifying documents related to new account and loan transactions
Assist the Credit Union team in preparation for tabling events and participate as needed
Have work areas and office organized, clean, and well-presented always
Quarterly Coaching Sessions and Annual Performance Plan
Department Meetings
Opportunities Meeting, Company Progress Report, Mandatory Staff Events as directed
Participate in training, assessments and surveys as directed
Special Events Attendance & Support

Qualification

Microsoft ProductsCredit Union softwareCustomer serviceAttention to detailSpanish languageOrganizedAnalyticalCommunicationSelf-motivatedAdaptable

Required

Organized/ Efficient
Approachable
Analytical
Independent/ Self-motivated
Adaptable and Strategic Leader
Ethical
Goal Oriented
Friendly
Courteous
Conscientious
Self-starter
Self-awareness
Learning mindset
Performs well in a fast-paced work environment
Supportive
Curious
Creative
Customer focused
Proficiency in Microsoft Products
Capacity to learn Credit Union software systems and databases, including but not limited to cloud based programs like Microsoft 365
The ability to maintain a high degree of accuracy and attention to detail
Ability to work independently
Strong written and verbal communication skills
Excellent customer service skills
Ability to work effectively with racially and socially diverse individuals
Ability to speak, read and write Spanish
2 - 4 years of Credit Union experience
High school diploma or GED
2 - 4 years of customer service experience

Company

Community First Fund

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Community First Fund is a lending institution that provides loans and finances to business owners and community developers.

Funding

Current Stage
Early Stage
Total Funding
$8.45M
Key Investors
KeyBank FoundationCommunity Development Financial Institutions FundTruist Foundation
2025-07-28Grant
2023-04-10Grant· $6.2M
2022-08-25Grant· $2.25M

Leadership Team

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Roger Colón
Chief Security Officer
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Company data provided by crunchbase