In PersonCerrillos Branch in Santa Fe; occasional travel between branch locations.
Finance & BankingRetail & Commercial Banking
About the job
Requirements
Level I requires at least six months of similar or related experience, including strong cash-handling and customer-service experience.
Level II requires one to three years of similar or related experience and at least two years of teller experience, including multitasking, attention to detail, cross-selling, and problem resolution while providing customer or member service.
Senior level requires three to five years of similar or related experience.
A high school education or GED is required.
The role requires discretion and diplomacy for first-level conflict resolution, relationship building, and soliciting cooperation in confidential discussions.
Ability to handle sensitive information confidentially and professionally.
Ability to serve internal and external members knowledgeably and in accordance with organizational values.
Ability to act fairly and ethically with members and colleagues.
Good communication and PC skills are required.
Critical-thinking and problem-solving ability.
Proficiency with a 10-key calculator, Windows, and Microsoft Office products and applications.
Ability to remain seated or standing for extended periods while operating a computer and office equipment; manual dexterity for typing, mouse use, and document handling; occasional reaching, bending, object manipulation, and lifting up to 50 pounds; and visual and auditory acuity. Reasonable accommodations are available.
Responsibilities
Assist credit union members with financial needs in a professional, friendly, knowledgeable, and timely manner.
Use the applicable core system, including loan and deposit platforms.
Process deposits, loan payments, cashier’s checks, gift and travel card issuance, account closures, stop payments, address-file maintenance, inquiries about products and services, and problem resolution; maintain and balance operating cash daily.
Greet members and guests, establish rapport, and direct them to the appropriate area.
Promote needs-based member education and recommend credit union products and services while meeting or exceeding member-education goals.
Contribute to branch and organizational success through effective teamwork.
Comply with regulations and security procedures and complete mandatory annual compliance courses.
Perform other related duties as assigned.
Support Monday through Saturday member service hours.
Travel occasionally between branch locations and work occasional extended hours to meet project deadlines or support events.
Desired Qualifications
Collaborative service skills.
Willingness to exceed service expectations and demonstrated excellence in service-delivery operations.
Description
The BXP Specialist provides professional, friendly, and efficient service to members by assisting with financial transactions and account management. Responsibilities include processing deposits, loan payments, cashier’s checks, and other account services, maintaining and balancing cash daily, and answering inquiries about products and services. The BXP Specialist promotes member education, identifies opportunities to recommend credit union solutions, and ensures compliance with regulations while contributing to the success of the branch and organization.
Join Our Team at Del Norte Credit Union! We’re more than a financial institution, we’re a community. Guided by our mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norteño Pride, reflecting our commitment to community, culture, and connection. Recently recognized as a Platinum-Level Family Friendly Business, we value People Focus, Collaboration, and Continuous Learning.
Location
Cerrillos Branch in Santa Fe, NM
Schedule
Schedule requires supporting Monday – Saturday member service hours.
Essential Functions & Responsibilities:
Level I & II :
Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.
Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
Process paying and receiving transactions to include: deposits, loan payments, cashiers checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution. Maintain and balance operating cash daily.
Maintain and balance operating cash daily
Greet members/guests to establish rapport and direct to appropriate area.
Promote a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals.
Work effectively in a team environment contributing to the success of the branch and organization.
Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
Perform other related job duties as assigned.
Salary
Level I: $16.13 – $20.17 per hour
Level II: $17.81 – $22.27 per hour
New hires are typically brought in between the range minimum and maximum based on qualifications, internal equity, and budget.
Performance Measurements:
This role is eligible for a $1.00 per hour differential. This differential will be added to your hourly rate. If you depart this role, your hourly rate will be REDUCED by this $1.00 per hour differential.
Benefits:
Medical, Dental, and Vision Insurance with Del Norte covering up to 85% of employee insurance premiums
Flexible Spending Account
401(k) with up to a 7.5% company match
Company-paid Life Insurance and Disability coverage for eligible employees
Generous PTO, sick leave, paid holidays, volunteer hours, and Mental Health Days
Employee Assistance Program with free counseling resources
Tuition reimbursement
Wellness benefits including a free gym membership
Employee loan and banking discounts
Flexible Spending Account
Ongoing learning and development opportunities.
Spanish Speaking Incentive
Requirements
Experience:
Level I:
A minimum of six months of similar or related experience. Strong cash handling and customer service experience.
Level II:
One year to three years of similar or related experience. A minimum of two years of teller experience. Experience in multi-tasking, strong attention to detail, cross-selling, and problem resolution while providing excellent customer/member service experience.
Senior:
Three years to five years of similar or related experience.
Education:
A high school education or GED.
Interpersonal Skills:
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills:
Ability to handle sensitive information with complete confidentiality and professionalism Professional appearance and demeanor Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values Conduct themselves and members fairly, ethically, and with confidence Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities Must have good communication and PC skills Critical thinker and effective problem solver Collaborative service skills Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications
Physical Requirements:
This position is primarily sedentary and requires the ability to remain seated or standing for extended periods while operating a computer and other office equipment. Manual dexterity is needed for typing, using a mouse, and handling documents. The role may involve occasional reaching, bending, or manipulating objects, as well as light lifting of up to 50 pounds. Visual and auditory acuity are required for reading documents, creating content, and communicating effectively. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential job functions.
Work Environment
The role requires occasional travel between branch locations and may include periodic extended hours to meet project deadlines or support events. Employees may experience occasional exposure to outdoor conditions while traveling.