Teller (Administrative)
Rivermark offers 100% employer paid medical/dental and optional vision insurance for employees. We also offer a 401(k) retirement savings plan. Our new employees enjoy three weeks accrued PTO annually, ten paid holidays, two floating holidays, and three paid volunteer days.
Summary
Engages members and educates them about Rivermarks products and services. Provides service and support to members by handling requests that are sometimes routine in nature. Seeks out opportunities to provide members with new or underutilized products and services.
Primary Duties & Responsibilities
- Provides exceptional member service including making eye contact, welcoming and greeting members and demonstrating willingness and interest to help by body language and a friendly tone of voice. Monitors lobby traffic to ensure members are being helped in a timely manner.
- Assists members with financial transactions in an efficient, confidential and professional manner, including, but not limited to deposits, withdrawals, transfers, account maintenance, account holds and opening certificates and savings accounts.
- Takes complete ownership of every interaction whether it requires a call back, extended research or assistance from other teams until complete.
- Assists members using the Personal Teller Kiosks (PTKs). Educates members to make them comfortable and competent using the interactive technology.
- Assists members with online banking issues and offers other technical assistance regarding electronic devices. Resets passwords, challenge questions and PINs for members according to procedures.
- Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
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Meets or exceeds personal sales and referral goals by:
- Identifying member and business member needs and matching appropriate products and services to those needs by referring and cross-selling.
- Understanding the features and benefits of all products and services available to the consumer and business memberships.
- Building rapport with members, focusing on the relationship instead of simply processing transactions.
- Acts as a leader in sales, product knowledge, member solutions and work ethic.
- Actively participates in personal performance coaching sessions with management team.
- Follows the Credit Unions written policies and procedures to ensure compliance with all required regulations and to prevent fraud and losses.
- Monitors and coordinates replenishment of branch supplies as requested.
- Continuously improves individual level of competency through training and development via established educational programs.
- Skillfully handles and resolves difficult member situations for member satisfaction within appropriate guidelines and procedures. Enlists management in successful member resolution, if necessary.
- Ability to make follow-up calls or emails to members regarding promotions, products and services.
- Responds to member documentation needs as requested.
- Seeks out ways to streamline work processes and continuously improve the Credit Union
Supervisory Responsibility
This position has no direct supervisory responsibility.
Interpersonal Contacts
Continuous contact with members. Frequent contact with employees.
Rivermark is a proud EEO employer. We welcome applicants of all backgrounds including minority and underserved populations.
We celebrate and value diversity in the workplace.
Requirements - Education & Experience
Education: High school diploma/GED required.
Experience: Minimum one year of financial institution or customer service and/or cashiering experience required.
Requirements – Skills, Job Knowledge & Abilities
Role-Specific Requirements for this position:
1. Ability to project a professional image consistent with that of the organization at all times when representing the credit union.
2. Ability to learn, apply, and maintain knowledge of teller and credit union products and services.
3. Ability to use good reasoning and judgment to determine the necessity of placing/releasing holds, accepting negotiable items, etc.
