Universalist I

About the Role:

We are seeking a Full-Time Teller to join our Credit Union. In this role, you will provide exceptional customer service, process financial transactions, and educate customers on our full range of deposit and loan products on-site at our Towers location. You’ll use consultative sales techniques to identify customer needs and deliver solutions that build long-term relationships.

Key Responsibilities:

• Customer Service & Sales (40%) – Deliver outstanding service by following an effective sales process. Identify member needs and recommend appropriate Credit Union products and services.
• Transactions & Problem Solving (35%) – Assist members with deposits, withdrawals, loan payments, and account inquiries. Provide accurate information and resolve issues promptly.
• Cash Handling (20%) – Balance a cash drawer. Receive, process, and balance daily financial transactions. Maintain accuracy and compliance with policies.
• Branch Operations (5%) – Support opening/closing procedures and assist with branch balancing.

Qualifications:

• Experience: 1-3 years in banking, financial services, customer service, or similar experience.
• Education: Associate degree, business/trade school certification, or equivalent training.
• Skills:
  1. Strong interpersonal and communication skills.
  2. Ability to motivate, influence, and educate members.
  3. Proficiency with Microsoft Word, Excel, and standard office equipment.
  4. Ability to read and interpret financial documents and contracts.

Performance Expectations:

Ensure compliance with all federal regulations, including Bank Secrecy Act (BSA) and OFAC requirements. Meet or exceed performance goals related to member satisfaction, transaction accuracy, and sales effectiveness.

Physical & Work Environment:

• Ability to sit, stand, and lift up to 20 lbs.
• Work performed in a professional office/branch environment.
• Occasional travel to nearby branch locations.

Schedule: Monday – Friday; Some Saturdays

Click here to view our Towers branch's operating hours.

Work location and scheduling may vary. Please note that operational hours differ by location, and all team members will be required to work one, half day, Saturday a month.

Benefits:

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Paid Parental Leave
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Discounts Program (Travel, Tickets, Food & Grocery, & more)
• Volunteer Hours

This Job Description is not a complete statement of all duties and responsibilities comprising the position.