LakevilleRecruiter Since 2001
the smart solution for Lakeville jobs

Lead Teller

Company: TRUSTONE FINANCIAL CREDIT UNION
Location: Lakeville
Posted on: November 22, 2021

Job Description:

LOCATION: LakevilleWelcomes members into the branch and provides friendly, helpful service that promotes financial well-being and consistently sets a positive example. Initiates and opens new memberships and accounts while providing appropriate information on regulations and policies. Promotes, sells and refers TruStone products and services while expertly processing a variety of routine financial inquiries, transactions, and service requests and trains these activities to branch staff. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs. Ensures Tellers are performing their jobs in conformance with TruStone process and procedure.REQUIRED QUALIFICATIONS:

  • Provide friendly, helpful service that builds lasting member relationships and sets a positive example through:
    • Preparing for daily interactions with a professional image and an organized branch.1
    • Maintaining knowledge of TruStone products and processes.
    • Taking responsibility for waiting members.
    • Proactively greeting members with a smile, introductions, and full attention.
    • Understanding the member's objectives by asking appropriate questions and listening to the member's responses.
    • Engaging with members: begin a conversation, build report, and ask about their personal finances.
    • Recommending the best solution to strengthen the member's financial well-being or guiding the member to the appropriate staff to fulfill their needs.
    • Interpreting and processing member requests and transactions accurately and efficiently.
    • Skillfully researching and resolving errors and disputes for members.
    • Following up with members to ensure satisfaction.
    • Identify member needs with deposits, loans, convenient services, and investment services utilizing advanced knowledge and seamlessly refers members to appropriate staff.
    • Open basic consumer deposit accounts, including Share, sub-share, checking (non HSA), certificates (non IRA), debit/credit cards and convenient services following established standards and procedures. Explains all features, benefits, and fees of the account or service with transparency and expert knowledge. Teaches members to use the account or service to improve their financial well-being and provides any ongoing correspondence. Accurately and efficiently prepare documents.
      • Maintain up to date knowledge of TruStone products and processes, and adheres to all regulations, policies, procedures, and standards that pertain to this position and acts as a resource for staff questions.
        • Required to meet TruStone's Customer Service Profile (CSP) or Competitive Edge performance standards.
        • Cross sell the Credit Union's products and services. Promote business for the Credit Union by maintaining good member relations and referring members to appropriate staff for new services.
          • Build new relationships outside of the branch through effective sales techniques.
            • Secure the credit union's assets at both an individual and branch level by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities.
            • Analyze system reports, i.e. override reports, for accuracy and adherence to policies. Report findings to branch management. (no disciplinary responsibility)
            • Expertly and accurately process routine consumer and business financial inquiries, transactions, and service requests including deposits, withdrawals, transfers, and purchase of negotiable instruments
              • High school diploma or equivalent.
              • Two years of cash handling experience or experience serving customers.
              • Knowledge of banking and/or credit union regulations preferred.
              • Experience training others preferred.
              • Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
              • Must possess effective verbal and written communication and training skills.
              • Ability to pass all pre-employment drug test and various background checksHOURS: 40 hours, Monday through Friday scheduled between the hours of 7:45am to 6:15pm and rotating Saturday 8:45am to 1:15pmTruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.

Keywords: TRUSTONE FINANCIAL CREDIT UNION, Lakeville , Lead Teller, Other , Lakeville, Minnesota

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Minnesota jobs by following @recnetMN on Twitter!

Lakeville RSS job feeds