Teller


Credit Union Teller:


Position Purpose: Serve as a liaison between members and the credit union. Provide account information by phone or in person and offer information on the full range of credit union products and services. Process transactions for members, solve member issues, and professionally handle daily member needs. Ensure all member information is maintained securely. Interact with the public in a detail-oriented, service-oriented, and friendly manner.


Duties and Responsibilities:

  • Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in processing transactions.
  • Respond to member requests, concerns, and questions via email, phone calls, walk-ins, member relationship software, call center tickets, etc., in a professional and timely manner.
  • Process teller transactions including deposits, withdrawals, transfers and loan payments.
  • Assist members with plastic card-related issues, including mailing cards if necessary.
  • Promote credit union products and services based on members' needs.
  • Perform account maintenance on member accounts with proper documentation/authorization.
  • Promote and explain other credit union services as needed.
  • Answer telephones and provide members with requested information.
  • Ensure the propriety and confidentiality of members’ information.
  • Ensure compliance with policies and procedures, rules, and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Perform other duties as assigned.


Experience:

  • Minimum 2 years of customer service experience with a financial institution required.
  • Previous cash handling experience required.

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.

Place of work

FiStaff
77478 Sugar Land
United States of America

About us

FiStaff was founded in 1992 to provide Texas’s most respected financial services companies with custom staffing solutions with our talented people. We began in Houston, where the company is still headquartered, but quickly expanded to service the entire Dallas/Fort Worth Metroplex as well as Austin. It wasn’t long before FiStaff was serving clients and job seekers state-wide.

For the past three decades, we’ve remained laser-focused on our mission to connect the best financial talent with the organizations that need them most. Whether it’s banking, accounting, mortgage, or administrative roles, including financial services staffing, we’ve been dedicated to serving the great state of Texas, and we look forward to the next 30 years of making those connections.

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Job ID: 9911493 / Ref: afb6cfc53b03bb5af1b52933751832ca

FiStaff

Employees
51-200
Industry
Banks and financial services