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About the Role
TruWest Credit Union offers steady work schedules and values self-care, providing paid time off and observing federal holidays. The company offers comprehensive benefits including medical, dental, vision, and a 401(k) with matching contributions. They are committed to educating employees about financial products and services to better serve members.
Responsibilities
- Assist members with TruWest product, service, and account information.
- Perform branch opening and closing duties.
- Conduct teller duties.
- Open new accounts and deposit products.
- Process loan applications.
- Verify information on deposit applications.
- Approve/decline service applications in compliance with credit union policy.
- Manage existing members and book of business to support relationship retention and growth through sales and referrals.
- Monitor daily activity and compile statistical reports.
- Investigate and handle error resolution.
- Maintain and balance a cash drawer and negotiable instruments.
- Present a professional image and maintain a flexible schedule.
- Provide spontaneous service excellence, demonstrating the TruService Philosophy and company values.
- Identify member financial needs through profiling and promoting appropriate products and services.
- Understand and perform all Teller related duties.
- Actively manage lobby traffic, providing personalized service and seeking opportunities to exceed expectations.
- Utilize the Lobby Tracker app.
- Accurately complete and process product/service/loan applications.
- Open all deposit accounts and originate and book loan products.
- Understand Business Accounts, IRAs, and other special accounts.
- Understand Xpress Accounts and LoansPQ.
- Educate members about financial choices and offer appropriate products/services.
- Perform Notary and Signature Guarantee transactions.
- Adhere to all credit union policies and procedures.
- Perform outbound sales calls to existing and potential members.
- Answer incoming calls and assist members with requests.
- Create and maintain a book of business, following up with members at regular intervals.
- Process source documents, checks, and negotiables.
- Understand the electronic check process and adhere to anti-fraud software.
- Understand and demonstrate eServices offered by the credit union.
- Work cooperatively with co-workers and managers.
- Demonstrate high energy and sales ability during member contact.
- Handle member transactions and complete assignments in a timely manner.
- Communicate effectively with co-workers and members.
- Utilize downtime productively.
- Perform any other duties required to meet credit union objectives.
Requirements
- Requires education associated with a high school diploma.
- Passing of Certifications, A – D of the TruAchievement Branch Program (if participating).
- Minimum of one-year Teller II or similar related sales experience at a financial institution.
Skills
- Good sales and referral abilities.
- Advanced knowledge of TruWest products, services, and account requirements.
- Knowledge of credit union policy and procedures.
- Knowledge of basic lending regulations.
- Ability to perform math calculations with a high degree of accuracy.
- Good attention to detail.
- Good knowledge of negotiable instrument elements.
- Intermediate to advanced knowledge of the TruWest computer system.
- Advanced PC skills (including navigating within appropriate websites).
- Good verbal and written communication skills.
- Strong customer service and interpersonal skills.
- Ability to work with little or no supervision.
- Ability to complete tasks in a timely manner.
- Ability to project a professional image, in dress, appearance, and behavior.
- Sales ability.
- Ability to structure and organize work effectively.
- Ability to maintain a professional interface with other branches/departments.
Location
- Onsite
Work Type
- Full-time
Experience Level
- 1+ year(s) Teller II or similar related sales experience at a financial institution
Education Level
- High school diploma or equivalent
Salary/Compensations
- $20.04/hr. Final pay is dependent on a candidate’s experience and qualifications.
Benefits
- Paid time off
- Observe all federal holidays
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- 401(k) matching contributions
About the Company
- TruWest Credit Union offers steady work schedules.
- TruWest Credit Union is committed to employee self-care.
- TruWest Credit Union provides comprehensive benefits.
- TruWest Credit Union aims to educate employees about financial products and services.
- TruWest Credit Union emphasizes the TruService Philosophy and company values.