Job description
Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.FUNCTION DESCRIPTION:
Processes a variety of financial transactions in both lobby and drive-up in a timely, accurate and professional manner. Maintains thorough knowledge of all Credit Union products and services. Evaluates sales opportunities, makes recommendations or offers products and refers members to the appropriate sales staff.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: Member Sales and Service Supervisor
Supervises: None
Contacts: Credit Union members and their employers, Credit Union
branches/departments, vendors.
QUALIFICATIONS/REQUIREMENTS:
Education: High School diploma or equivalent
Experience: Six months teller experience or equivalent cash handling, and/or customer service
Skills:
- Ability to interact with others in a positive manner both in person and by phone.
- Bi-lingual (Spanish) strongly preferred.
- Strong communication skills.
- Ability to accurately and efficiently enter data and update member
- financial records via computer.
- Ability and willingness to sell products and services.
Equipment: On-line computer terminal with keyboard and visual monitor (CRT), calculator, typewriter, copier, FAX, telephone, printer, ATM, checksigner, checkfilmer, info terminal, QCD, other automated enhancements.
ESSENTIAL FUNCTIONS:
1. Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.
2. Communicate with members in a positive manner both in person and/or by
telephone.
3. Practice Bellco service standards in all interactions with members, prospective members and personnel in other Bellco departments.
4. Deepens member relationships by cross-selling products and services.
5. Contribute to corporate and branch goals and support current business priorities.
6. Demonstrate remote access financial service devices including TELLERphone, automated teller machines and Personal Account Manager terminals.
7. Access member accounts to accurately perform the following non-lending service transactions, for example:
- Maintain a cash drawer
- Post deposits to accounts
- Process cash advance transactions.
- Order member checks
- Issue official checks
- Redeem bonds
- Process loan payments
- Transfer funds between accounts
- Assist with branch balancing, branch operations and ATM balancing
- Process money orders
- Process traveler’s checks
- Process miscellaneous negotiable items.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
Physical ability to maintain continuous hours of standing
Office environment.
May necessitate movement to other branches or departments.
“Bellco Credit Union is the one organization passionately committed to improving our members’ quality of life by building their wealth and securing their financial future”
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