PT-30 E-Teller - Westchase District
Teller job 27 miles from Spring
This is an ON-SITE, PART-TIME position at 30 hours per week. The E-Teller is responsible for responding to both member and potential member needs with a high quality of service. This includes performing transactions and providing information accurately, professionally, quickly, and efficiently, via multiple media channels, with a primary focus on Interactive Teller Machine. The E-Teller is also responsible for answering member inquires and assisting them in understanding and utilizing credit union products and services.
* Process member transactions accurately, efficiently, and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. Inform and educate members on credit union products and services in a fast-paced environment.
* Provide information and referrals to members seeking other services including, but not limited to new accounts, lending, and insurance.
* Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
* Perform other duties as assigned by manager.
* Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Teller
Teller job 27 miles from Spring
It's about being kind because kindness is the best currency.
Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Teller,
you
are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver
our
kind of banking experience-the kind that makes people
want
to stop by the bank and say hello.
What you'll do:
Provide exceptional customer service and teller services that consistently meet consumer banking performance standards
Perform daily credit and debit transactions in compliance with established bank policies and procedures
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments
Manage risk while actively practicing loss prevention
Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Required Availability: Monday-Friday, 10am-5pm with Rotating Saturdays, 8:30am-1:30pm
Additional Preferred Skills:
Excellent written and verbal communication skills
Next-level customer service skills
Proficiency in Microsoft applications
Cash-handling experience
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Teller (Part Time) - Eldridge
Teller job 27 miles from Spring
Job Description Role: Deliver superior service to the members at all times. Present a positive, efficient and professional front line atmosphere. Leave the member with the feeling they are our number one priority. Treat all internal and external members with respect and courtesy.
Essential Functions & Responsibilities:
Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, cash advances, and exchanges of currency. Issue credit union and cashier checks, gift checks/cards, reloadable cards, etc.
Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to official checks, etc.
Perform member account maintenance functions including personal and account data changes and account openings.
Promptly answer telephone inquiries and forward calls to appropriate personnel and take accurate messages when necessary and follow up that call was returned.
Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
Promote teamwork by assisting others with work when needed or when own work is completed.
Perform other job duties as assigned.
Performance Measurements:
1. Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
2. Tracks progress on individual production and account cross-selling goals.
3. Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner whether in person or by mail or phone.
4. Must be available to travel to any branch location for back-up as requested by management, as well as work on Saturdays when needed.
Knowledge and Skills:
Experience: Up to six months of experience in the banking industry and/or cash handling experience.
Education: A high school education or GED. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills:
Customer service skills
Detail-oriented
Multi-tasked
Physical Requirements:
While performing the duties of the job, the employee is regularly required to :
-Position self to move about the work area.
-Reach, grab, sort.
-Communicate in person and via telephone with others.
-Identify and recognize small font communication.
-Ability to transport a minimum of 10 pounds.
Teller
Teller job in Spring, TX
Full-time Description
Community Bank seeking a highly motivated and detail-oriented individual to join our team as a Bank Teller. The ideal candidate will possess strong customer service skills along with a keen focus on accuracy and efficiency. As a Teller, you will be responsible for providing exceptional service to our customers while performing various banking transactions accurately and efficiently.
Key Responsibilities Include:
Customer Service:
Greet customers in a friendly and professional manner.
Assist customers with their banking needs, including deposits, withdrawals, and account inquiries.
Listen to customers' concerns and provide appropriate solutions or escalate issues as needed.
Maintain a positive and helpful attitude at all times, ensuring a pleasant banking experience for every customer.
Transaction Processing:
Process cash and check deposits accurately, verifying amounts and endorsements.
Dispense cash withdrawals and cashier's checks according to established procedures.
Balance cash drawers and reconcile discrepancies in a timely manner.
Follow all security protocols to safeguard customers' assets and maintain a secure banking environment.
Product Knowledge:
Educate customers about our products and services, including savings accounts, loans, and online banking options.
Refer customers to New Account Representative for assistance with account openings, closures, and maintenance procedures.
Stay informed about current banking regulations to provide accurate information to customers.
Administrative Tasks:
Complete paperwork and documentation accurately, including deposit slips and withdrawal forms.
Maintain organized records of transactions and customer interactions.
Assist with other administrative duties as assigned by management.
Join our team and become an integral part of our commitment to providing exceptional service and building lasting relationships with our customers. Apply today to start your career in banking!
Sage Capital Bank is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, disability, genetic information (including family medical history) age, or veteran status.
Requirements
High school diploma or equivalent; associate's degree in business or finance preferred.
Previous experience in customer service, banking, or a related field preferred.
Strong communication and interpersonal skills.
Excellent attention to detail and accuracy.
Ability to multitask and work efficiently in a fast-paced environment.
Proficiency in basic computer applications and willingness to learn new software systems.
Salary Description Starting at $17/Hour
Part time Universal Teller
Teller job 27 miles from Spring
Job Description
A teller is responsible for delivering accurate and efficient customer service. This position is responsible for a wide variety of teller functions including commercial transactions for our customers.
Requirements include: Prior cash handling and customer service experience required. Prior bank or teller experience is a plus. Candidate needs to be flexible in regards to schedule. Schedule will include Saturdays.
Powered by ExactHire:174965
Part Time Teller I (Mid-Shift)
Teller job 35 miles from Spring
Job Details Southmore - Pasadena, TX Part Time BankingDescription
Shift Hours:
Monday- Friday 10:30 am - 3:30 pm Saturday 8:30 am - 1:00 pm
The Teller I is responsible for engaging with members, completing financial transactions, and offering products and services to enhance the member's financial lives.
Essential Job Duties and Responsibilities
Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
Required to complete annual training sessions as instructed or scheduled.
Perform job duties and responsibilities in compliance with Shell FCU policies, procedures, philosophy, and standards of performance.
Provide friendly, professional, and personal service to all members.
Must be able to work the rotating opening, closing and Saturday schedule, as needed.
Receives and processes member financial transactions, including but not limited to:
Deposits, withdrawals, transfers, and loan payments; negotiate checks, process Cash Advances and Western Union transactions, process coin tickets.
Work within assigned Teller I limits.
Prepare CTR & SAR worksheets as required.
Work to understand Shell FCU practices and procedures to help identify and prevent fraud.
Handle cash and balance cash drawer daily.
Investigates and resolves out-of-balance conditions immediately.
Assist with preparing cash/coin shipments and orders for the branch.
May assist in training new staff or the further development of team members.
Assist members with their service needs related to, including but not limited to:
Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box.
Cross-sell Credit Union products and services based upon member needs.
Understand and comply with all procedures related to logs, including but not limited to:
Dual control, buy/sells from the vault, night drop, mail log.
Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
Meet/exceed personal and branch goals.
Assist the team with daily responsibilities as needed, including but not limited to:
Following opening and closing procedures.
Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault.
Wiling to assist the team at other branch locations, if needed.
Performs additional duties as assigned.
Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge and Skills
Experience:
Six months of cash handling practice acquired through direct Credit Union/Banking or retail experience is preferred.
Education / Training:
High school diploma or general education degree (GED).
Job Requirements:
Knowledge of Credit Union products and services.
Welcoming and helpful demeanor.
Must possess professional verbal communication skills.
Ten-key calculator and basic computer skills.
Accuracy with numbers and attention to detail are needed.
Courtesy, tact, and diplomacy are essential elements of the job.
Ability to work in an open-concept workspace/environment.
Physical Demands:
While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds.
Working Conditions
Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
Teller I - Houston Washington
Teller job 27 miles from Spring
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
A Teller has the responsibility to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the SouthState Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Assesses and effectively manages all risks associated with job function. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customer in self-service options.
* Performs the following teller duties:
* Processes transactions for savings, checking, and loan accounts.
* Maintains a neat and orderly work area.
* May assist in guiding and training new tellers.
* May allow customers access to safe deposit boxes.
* Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
* Sells certified checks within assigned limits.
* Balances transactions daily.
* May service/balance ATM.
* May utilize the branch capture system.
* Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
TELLER 1 FUNCTIONS
* 18 months or less experience
* Teller duties
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings or training as needed.
Credit Union Teller
Teller job 27 miles from Spring
Available! Are you passionate about delivering exceptional service to members? Do you thrive in a positive, professional atmosphere where members are the top priority? We are looking for a dedicated individual to join our team as a Teller. In this role, you'll be the welcoming face of our institution, ensuring every member leaves with a smile.
Key Responsibilities:
Superior Service: Deliver exceptional service to members, leaving them with the feeling that they are our number one priority.
Transaction Handling: Efficiently and accurately handle member transactions such as deposits, withdrawals, transfers, cash advances, and currency exchanges.
Account Maintenance: Assist members with account openings and personal/account data changes.
Phone Support: Promptly answer telephone inquiries, direct calls to the appropriate personnel, and take accurate messages when needed.
Product Knowledge: Stay informed about all our products and services to recommend tailored solutions for member needs.
Teamwork: Promote a culture of teamwork by assisting colleagues when needed and contributing to branch efficiency.
Qualifications:
Experience: Up to 1 year of banking/Credit Union industry experience.
Education: High school diploma or GED.
Interpersonal Skills: Courtesy, tact, and diplomacy are crucial for building strong relationships with members and colleagues.
Customer Service: Ability to provide exceptional customer service with attention to detail and the ability to multitask.
What We Offer:
Competitive salary
Supportive team environment focused on success
Chance to make a difference in members' financial lives
Don't miss this opportunity to be a part of a team dedicated to excellence!
We are an equal opportunity employer and values diversity in the workplace. We encourage applications from all qualified individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Part-Time Teller - Summerwood Branch
Teller job 27 miles from Spring
Address
12310 W. Lake Houston Pkwy
Houston, TX 77044
Schedule
Monday - Friday: 12:30pm - 5:30pm
Saturday: 8:30am - 12:30pm
Primary Job Function
In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Teller is responsible for performing member transactions in an efficient manner, while providing an exceptional experience.
Essential Duties and Responsibilities
Provide prompt and courteous service to members. This includes greeting all members with eye contact and a smile, thanking every member by name at the end of each transaction, and maintaining confidentiality concerning member accounts.
Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
Balance cash drawer with system totals daily.
Maintain security of cash drawer and teller number at all times.
Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
Sell various merchandise items such as money orders, official checks, etc.
Admit members into Safe Deposit Box according to set procedures, if applicable.
Maintain a working knowledge of all TBCU products, services, and promotions.
Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
Participates in the Performance Reward Program.
Other Duties and Responsibilities
Play an active part in helping credit union teams function smoothly and efficiently.
Stay alert to potential problems and propose changes to policies and programs.
Back-up other coworkers as needed.
Perform other duties as assigned or needed.
As an employee of a “Essential Business” (as defined by Texas's Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
Comply with all Federal, State, and Local regulations.
Required Knowledge
A high school education or GED
One month to twelve months of similar or related experience
Completion of required training courses
Proficient in MS Office and computer skills
Required Abilities
Attention to detail and strong organizational skills
Analytical, problem resolution, and decision-making skills
Strong verbal and non-verbal communication skills
Must be self-motivated and a quick learner
Must be able to multi task and work well in a fast-paced environment
Excellent member service skills
Demonstrate all Texas Bay Core Values
Demonstrate the ability to maintain confidentiality and exercise discretion
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices.
Disclaimer
The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Insurance Customer service
Teller job 39 miles from Spring
Job Description
The Zaibaq Insurance Agency is expanding and we are looking to hire a new highly motivated Insurance Agent to fit into our team located in the southwest Houston/Sugar Land area.
As our newest full-time Agent, you will be responsible for providing exceptional customer service to our clients and new prospects, processing quotes and applications, policy change requests, maintaining knowledge of our products, and answering any questions that our clients may have.
A property and casualty insurance agent license is required besides
Insurance industry experience and knowledge.
Spanish or Mandarin Speaking is a plus.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Responsibilities
Monitor renewals.
Generate insurance quotes.
Process customer policy change requests.
Prepare insurance applications including ACORD Forms.
Take premium payments from customers.
Requirements
Prior Insurance Industry experience is required.
Property & Casualty license.
An upbeat, positive, and enthusiastic attitude.
Excellent communication/interpersonal skills.
Confident, self-starter who works well independently.
Ability to multi-task.Proficiency with MS Office Software (Word, Excel, Outlook)., Vertafore AMS360
Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
Knowledge in marketing the accounts and insurance companies appetites
Teller
Teller job 40 miles from Spring
It's about being kind because kindness is the best currency. Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Teller, you are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello.
What you'll do:
* Provide exceptional customer service and teller services that consistently meet consumer banking performance standards
* Perform daily credit and debit transactions in compliance with established bank policies and procedures
* Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
* Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments
* Manage risk while actively practicing loss prevention
* Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency
* Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
* Required Availability: Monday-Friday, 1pm-6:15pm with Rotating Saturdays, 8:30am-1:30pm
Additional Preferred Skills:
* Excellent written and verbal communication skills
* Next-level customer service skills
* Proficiency in Microsoft applications
* Cash-handling experience
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term disability, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Part-Time Teller - Summerwood Branch
Teller job 27 miles from Spring
Address
12310 W. Lake Houston Pkwy
Houston, TX 77044
Schedule
Monday - Friday: 12:30pm - 5:30pm
Saturday: 8:30am - 12:30pm
Primary Job Function
In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Teller is responsible for performing member transactions in an efficient manner, while providing an exceptional experience.
Essential Duties and Responsibilities
Provide prompt and courteous service to members. This includes greeting all members with eye contact and a smile, thanking every member by name at the end of each transaction, and maintaining confidentiality concerning member accounts.
Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
Balance cash drawer with system totals daily.
Maintain security of cash drawer and teller number at all times.
Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
Sell various merchandise items such as money orders, official checks, etc.
Admit members into Safe Deposit Box according to set procedures, if applicable.
Maintain a working knowledge of all TBCU products, services, and promotions.
Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
Participates in the Performance Reward Program.
Other Duties and Responsibilities
Play an active part in helping credit union teams function smoothly and efficiently.
Stay alert to potential problems and propose changes to policies and programs.
Back-up other coworkers as needed.
Perform other duties as assigned or needed.
As an employee of a “Essential Business” (as defined by Texas's Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
Comply with all Federal, State, and Local regulations.
Required Knowledge
A high school education or GED
One month to twelve months of similar or related experience
Completion of required training courses
Proficient in MS Office and computer skills
Required Abilities
Attention to detail and strong organizational skills
Analytical, problem resolution, and decision-making skills
Strong verbal and non-verbal communication skills
Must be self-motivated and a quick learner
Must be able to multi task and work well in a fast-paced environment
Excellent member service skills
Demonstrate all Texas Bay Core Values
Demonstrate the ability to maintain confidentiality and exercise discretion
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices.
Disclaimer
The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
PT-30 E-Teller - Westchase District
Teller job 27 miles from Spring
**This is an ON-SITE, PART-TIME position at 30 hours per week.**
The E-Teller is responsible for responding to both member and potential member needs with a high quality of service. This includes performing transactions and providing information accurately, professionally, quickly, and efficiently, via multiple media channels, with a primary focus on Interactive Teller Machine. The E-Teller is also responsible for answering member inquires and assisting them in understanding and utilizing credit union products and services.
Process member transactions accurately, efficiently, and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. Inform and educate members on credit union products and services in a fast-paced environment.
Provide information and referrals to members seeking other services including, but not limited to new accounts, lending, and insurance.
Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
Perform other duties as assigned by manager.
Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Knowledge and Skills
Experience
A minimum of one year up to three years of similar or related experience, including preparatory experience. Experience in retail sales environment requiring excellent customer service and sales skills.
Education/Certifications/Licenses
A high school degree or equivalent
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
Other Skills
Ability to communicate, verbally, through video, and in writing, in a professional manner when dealing with employees and members. Ability to cross-sell products/services and meet referral goals in a fast-paced environment
ADA Requirements
Physical Requirements
Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a highschool graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Benefits
Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement.
Smart Financial Credit Union was ranked as Houston's Best Places to Work! Five consecutive years in a row!
Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015.
Smart Financial Credit Union was ranked USA Top Workplaces (National Award)!
Source: Houston Chronicle - 2021 and 2022
Smart Financial Credit Union was ranked Top Workplaces (Regional Award)! six consecutive years in a row!
Source: Houston Chronicle - 2016, 2017, 2019, 2020, 2021, 2022, 2023 and 2024
Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row!
Source: Texas Association of Business (TAB) and Texas Monthly Magazine - 2014, 2015, 2016, and 2017
*** Applicants must submit a resume in order to be considered for the position.
Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.
Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community.
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Teller - Northwest Branch (Bilingual - Spanish)
Teller job 27 miles from Spring
Role: Deliver superior service to the members at all times. Present a positive, efficient and professional front line atmosphere. Leave the member with the feeling they are our number one priority. Treat all internal and external members with respect and courtesy.
Essential Functions & Responsibilities:
Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, cash advances, and exchanges of currency. Issue credit union and cashier checks, gift checks/cards, reloadable cards, etc. Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to official checks, etc.
Perform member account maintenance functions including personal and account data changes and account openings.
Promptly answer telephone inquiries and forward calls to appropriate personnel and take accurate messages when necessary and follow up that call was returned.
Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
Promote teamwork by assisting others with work when needed or when own work is completed.
Perform other job duties as assigned
Performance Measurements:
Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
Tracks progress on individual production and account cross-selling goals.
Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner whether in person or by mail or phone.
Must be available to travel to any branch location for back-up as requested by management, as well as work on Saturdays when needed.
Knowledge and Skills:
Experience
-
Up to six months of experience in the banking industry and/or cash handling experience.
Education -
A high school education or GED.
Interpersonal Skills -
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills -
Customer service skills, Detail-oriented, Ability to multi-task
Physical Requirements -
While performing the duties of the job, the employee is regularly required to:
-Position self to move about the work area.
-Reach, grab, and sort.
-Communicate in person and via telephone with others.
-Identify and recognize small font communication.
-Ability to transport a minimum of 10 pounds.
Part Time Teller I (Closing Shift)
Teller job 35 miles from Spring
Job Details Fairmont - Pasadena, TX Part Time BankingDescription
Shift Hours:
Monday - Wednesday : 1:00 pm - 6:30 pm/Thursday - Friday: 1:00 pm - 7:30 pm & Saturdays
The Teller I is responsible for engaging with members, completing financial transactions, and offering products and services to enhance the member's financial lives.
Essential Job Duties and Responsibilities
Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
Required to complete annual training sessions as instructed or scheduled.
Perform job duties and responsibilities in compliance with Shell FCU policies, procedures, philosophy, and standards of performance.
Provide friendly, professional, and personal service to all members.
Must be able to work the rotating opening, closing and Saturday schedule, as needed.
Receives and processes member financial transactions, including but not limited to:
Deposits, withdrawals, transfers, and loan payments; negotiate checks, process Cash Advances and Western Union transactions, process coin tickets.
Work within assigned Teller I limits.
Prepare CTR & SAR worksheets as required.
Work to understand Shell FCU practices and procedures to help identify and prevent fraud.
Handle cash and balance cash drawer daily.
Investigates and resolves out-of-balance conditions immediately.
Assist with preparing cash/coin shipments and orders for the branch.
May assist in training new staff or the further development of team members.
Assist members with their service needs related to, including but not limited to:
Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box.
Cross-sell Credit Union products and services based upon member needs.
Understand and comply with all procedures related to logs, including but not limited to:
Dual control, buy/sells from the vault, night drop, mail log.
Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
Meet/exceed personal and branch goals.
Assist the team with daily responsibilities as needed, including but not limited to:
Following opening and closing procedures.
Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault.
Wiling to assist the team at other branch locations, if needed.
Performs additional duties as assigned.
Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge and Skills
Experience:
Six months of cash handling practice acquired through direct Credit Union/Banking or retail experience is preferred.
Education / Training:
High school diploma or general education degree (GED).
Job Requirements:
Knowledge of Credit Union products and services.
Welcoming and helpful demeanor.
Must possess professional verbal communication skills.
Ten-key calculator and basic computer skills.
Accuracy with numbers and attention to detail are needed.
Courtesy, tact, and diplomacy are essential elements of the job.
Ability to work in an open-concept workspace/environment.
Physical Demands:
While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds.
Working Conditions
Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
Teller/MSR - Memorial
Teller job 27 miles from Spring
Join Our Team as a Teller/MSR - Your Path to Excellence! Are you a spirited individual who loves engaging with people? We are in search of an enthusiastic Teller to become an integral part of our community-focused team. If you're ready to play a pivotal role in assisting our valued members with their financial transactions, this opportunity is tailor-made for you!
Your journey as a Teller will involve:
Processing a variety of member financial transactions - from deposits and withdrawals to loan payments - with utmost accuracy and warmth.
Embracing the role of a vault teller when required, ensuring the secure movement of funds.
Assisting members and guest members with money orders, gift cards, and cash advances, transforming each interaction into a meaningful experience.
Maintaining the balance of your cash drawer daily.
Guiding members through transactions, following established procedures.
Striving for perfection in posting accuracy while offering crucial administrative support as needed.
Contributing to the unity of our team, helping meet the daily needs of the department.
Sharing your knowledge to provide informed and professional assistance to both members and associates.
What You Bring:
1 to 2 years of relevant experience as a foundation for your role.
A high school diploma or GED.
A genuine embodiment of courtesy, tact, and diplomacy in all interactions.
Exceptional communication skills, forming the cornerstone of your service.
An eagle eye for numerical precision, ensuring every detail is correct.
Proficiency in navigating computers, reflecting your tech-savviness.
Ready to Begin Your Journey?
Your path to excellence starts here. Embrace the role of a Teller and make your mark on our members' financial journey. Apply now to join a team fueled by passion, excellence, and friendly service. Your exciting future awaits!
Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Part Time Teller - League City Branch
Teller job 50 miles from Spring
Schedule
Monday - Friday: 10 AM - 4 PMSaturday (rotating): 8:30 AM - 12 PM
Primary Job Function
In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Teller is responsible for performing member transactions in an efficient manner, while providing an exceptional experience.
Essential Duties and Responsibilities
Provide prompt and courteous service to members. This includes greeting all members with eye contact and a smile, thanking every member by name at the end of each transaction, and maintaining confidentiality concerning member accounts.
Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
Balance cash drawer with system totals daily.
Maintain security of cash drawer and teller number at all times.
Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
Sell various merchandise items such as money orders, official checks, etc.
Admit members into Safe Deposit Box according to set procedures, if applicable.
Maintain a working knowledge of all TBCU products, services, and promotions.
Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
Participates in the Performance Reward Program.
Other Duties and Responsibilities
Play an active part in helping credit union teams function smoothly and efficiently.
Stay alert to potential problems and propose changes to policies and programs.
Back-up other coworkers as needed.
Perform other duties as assigned or needed.
As an employee of a “Essential Business” (as defined by Texas's Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
Comply with all Federal, State, and Local regulations.
Required Knowledge
A high school education or GED
One month to twelve months of similar or related experience
Completion of required training courses
Proficient in MS Office and computer skills
Required Abilities
Attention to detail and strong organizational skills
Analytical, problem resolution, and decision-making skills
Strong verbal and non-verbal communication skills
Must be self-motivated and a quick learner
Must be able to multi task and work well in a fast-paced environment
Excellent member service skills
Demonstrate all Texas Bay Core Values
Demonstrate the ability to maintain confidentiality and exercise discretion
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices.
Disclaimer
The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Part Time Teller - League City Branch
Teller job 50 miles from Spring
Schedule
Monday - Friday: 10 AM - 4 PMSaturday (rotating): 8:30 AM - 12 PM
Primary Job Function
In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Teller is responsible for performing member transactions in an efficient manner, while providing an exceptional experience.
Essential Duties and Responsibilities
Provide prompt and courteous service to members. This includes greeting all members with eye contact and a smile, thanking every member by name at the end of each transaction, and maintaining confidentiality concerning member accounts.
Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
Balance cash drawer with system totals daily.
Maintain security of cash drawer and teller number at all times.
Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
Sell various merchandise items such as money orders, official checks, etc.
Admit members into Safe Deposit Box according to set procedures, if applicable.
Maintain a working knowledge of all TBCU products, services, and promotions.
Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
Participates in the Performance Reward Program.
Other Duties and Responsibilities
Play an active part in helping credit union teams function smoothly and efficiently.
Stay alert to potential problems and propose changes to policies and programs.
Back-up other coworkers as needed.
Perform other duties as assigned or needed.
As an employee of a “Essential Business” (as defined by Texas's Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
Comply with all Federal, State, and Local regulations.
Required Knowledge
A high school education or GED
One month to twelve months of similar or related experience
Completion of required training courses
Proficient in MS Office and computer skills
Required Abilities
Attention to detail and strong organizational skills
Analytical, problem resolution, and decision-making skills
Strong verbal and non-verbal communication skills
Must be self-motivated and a quick learner
Must be able to multi task and work well in a fast-paced environment
Excellent member service skills
Demonstrate all Texas Bay Core Values
Demonstrate the ability to maintain confidentiality and exercise discretion
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices.
Disclaimer
The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
E-Teller - Conroe
Teller job 12 miles from Spring
Job Description
, located in Conroe, Texas.**
The E-Teller is responsible for responding to both member and potential member needs with a high quality of service. This includes performing transactions and providing information accurately, professionally, quickly, and efficiently, via multiple media channels, with a primary focus on Interactive Teller Machine. The E-Teller is also responsible for answering member inquires and assisting them in understanding and utilizing credit union products and services.
Process member transactions accurately, efficiently, and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. Inform and educate members on credit union products and services in a fast-paced environment.
Provide information and referrals to members seeking other services including, but not limited to new accounts, lending, and insurance.
Answer questions regarding member account information. Direct members to Relationship Specialist when needed.
Perform other duties as assigned by manager.
Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Knowledge and Skills
Experience
A minimum of one year up to three years of similar or related experience, including preparatory experience. Experience in retail sales environment requiring excellent customer service and sales skills.
Education/Certifications/Licenses
A high school degree or equivalent
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
Other Skills
Ability to communicate, verbally, through video, and in writing, in a professional manner when dealing with employees and members. Ability to cross-sell products/services and meet referral goals in a fast-paced environment
ADA Requirements
Physical Requirements
Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a highschool graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Benefits
Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $4,000 per year in tuition reimbursement.
Smart Financial Credit Union was ranked as Houston's Best Places to Work! Five consecutive years in a row!
Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015.
Smart Financial Credit Union was ranked USA Top Workplaces (National Award)!
Source: Houston Chronicle - 2021
Smart Financial Credit Union was ranked Top Workplaces (Regional Award)! Six consecutive years in a row!
Source: Houston Chronicle - 2016, 2017, 2019, 2020, 2021, 2022, 2023, and 2024
Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row!
Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017
*** Applicants must submit a resume in order to be considered for the position.
Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.
Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community.
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Teller - Sugar Land
Teller job 39 miles from Spring
Role:
Deliver superior service to the members at all times. Present a positive, efficient and professional front line atmosphere. Leave the member with the feeling they are our number one priority. Treat all internal and external members with respect and courtesy.
Essential Functions & Responsibilities:
Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, cash advances, and exchanges of currency. Issue credit union and cashier checks, gift checks/cards, reloadable cards, etc.
Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to official checks, etc.
Perform member account maintenance functions including personal and account data changes and account openings.
Promptly answer telephone inquiries and forward calls to appropriate personnel and take accurate messages when necessary and follow up that call was returned.
Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
Promote teamwork by assisting others with work when needed or when own work is completed.
Perform other job duties as assigned.
Performance Measurements:
1. Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
2. Tracks progress on individual production and account cross-selling goals.
3. Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner whether in person or by mail or phone.
4. Must be available to travel to any branch location for back-up as requested by management, as well as work on Saturdays when needed.
Knowledge and Skills:
Experience: Up to six months of experience in the banking industry and/or cash handling experience.
Education: A high school education or GED. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills:
Customer service skills
Detail-oriented
Multi-tasked
Physical Requirements:
While performing the duties of the job, the employee is regularly required to :
-Position self to move about the work area.
-Reach, grab, sort.
-Communicate in person and via telephone with others.
-Identify and recognize small font communication.
-Ability to transport a minimum of 10 pounds.