A high school diploma or GED and related work experience are required.
One to three years of teller experience in a credit union or bank is required.
Knowledge of credit union products and services, policies, procedures, laws, and regulations is desired.
Consistently cross-sell credit union products and services and meet minimum referral-goal expectations.
Analyze member account history and mitigate loss when placing holds and approvals.
Provide guidance and work direction to Financial Service Specialists I, and train newly hired Financial Service Specialists I.
Perform audit processes and maintain ATM and TCR records.
Operate ten-key equipment and other office equipment, such as printers and copy machines.
Resolve complicated member issues.
Communicate effectively, both verbally and in writing, and maintain effective working relationships.
Meet the physical demands of prolonged standing, viewing a computer screen and keyboarding for extended periods, and bending or stooping to lift a cash drawer weighing up to 30 pounds.
Responsibilities
Perform all duties and functions of a Financial Service Specialist I (Teller I).
Cross-sell credit union products and services.
Consistently meet or exceed assigned referral goals.
Assist on the platform with opening personal, trust, and specialty accounts, and adding or removing joint account holders.
Onboard new members in Synapsys and follow up by phone or email to ensure their needs have been addressed.
Refer new members to a Financial Service Specialist III for additional cross-selling opportunities.
Open IRAs and complete IRA maintenance, including withdrawals, rollovers, and transfers.
Process deceased account closures and member account transfers.
Assist with auditing new-account packets and daily branch work.
Open or close the branch and activate or deactivate the alarm as needed.
Enroll members in online and mobile banking.
Identify and report fraudulent activity to management in accordance with current procedures to prevent potential losses to the credit union.
Maintain knowledge of and adhere to credit union policies, procedures, rules, and regulations for the Financial Service Specialist area, including robbery, Bank Secrecy Act, and money laundering policies and procedures.
Assist at other branches as needed.
Participate in community and business development events to increase brand awareness and drive new business.
Maintain effective communication and working relationships with members and coworkers.
Adhere to the credit union's dress guidelines and maintain good attendance.
Perform other related duties as assigned.
Desired Qualifications
Demonstrated knowledge of credit union products and services, policies, procedures, laws, and regulations.
TITLE: FINANCIAL SERVICE REPRESENTATIVE II (TELLER II)
DEPARTMENT: ARDEN BRANCH
REPORTS TO: ASSISTANT BRANCH MANAGER
PAY SCALE: $21.00 - $24.00 PER HOUR
Sacramento Credit Union is seeking candidates who enjoy being of service to customers, possess excellent communication skills and have the ability to cross-sell products and services for our Financial Service Specialist II (Teller II) position at our Arden branch. Individuals who derive satisfaction and accomplishment from assisting others would be successful in our environment.
All Tellers have a fixed schedule so it’s perfect for individuals wanting a work/life balance. The 37/40-hour schedule is as follows:
Monday 8:30 am - 5:30 pm
Tuesday 8:30 am - 5:30 pm
Wednesday 8:30 am - 5:30 pm (OFF when schedule to work Saturday)
Thursday 8:30 am - 5:30 pm
Friday 8:30 am - 5:30 pm or 9:30 am - 6:30 pm (Rotating)
Saturday 9:30 am - 2:30 pm (OFF when schedule to work Wednesday)
Sunday Off
RESPONSIBILITIES INCLUDE:
Performs all the duties and functions of a Financial Service Specialist I (Teller I).
*Demonstrates the ability to cross-sell credit union products and services.
*Consistently meets or exceeds referral goals as assigned.
*Assists on the platform to open new accounts (Personal, Trust, and Specialty) and adding/removing joint account holders.
*Onboards new members in Synapsys and conducts follow up via phone/email to ensure members’ needs have been addressed.
*Refers new members to FSS III for additional cross sale opportunities.
*Open IRAs and complete IRA maintenance such as withdrawals, rollovers, and transfers.
*Able to process deceased account closures and Member Account Transfers.
Assists with auditing New Accounts packets and daily branch work.
*Can open and/or close the branch and activate/deactivate the alarm, as needed.
*Enroll members in online and mobile banking.
*Identifies and reports fraudulent activity to management in accordance with current procedures to prevent potential loss to the credit union.
*Maintain knowledge and adhere to all SCU’s policies and procedures, rules, and regulations for the FSS area, including robbery, Bank Secrecy Act and Money Laundering policies and procedures.
*Assist at other branches, as needed.
Participates in community and business development events to increase brand awareness and drive new business.
*Maintains effective communication and working relationships with all members and co-workers.
Adheres to SCU’s Dress Guidelines.
Maintains good attendance record.
Performs other related duties as assigned.
MINIMUM QUALIFICATIONS:
High School Diploma or G.E.D. and related work experience
One to three years’ teller experience in a credit union or bank.
Demonstrated knowledge of credit union products and services, policies, procedures, laws, and regulations desired.
Demonstrated consistent ability to cross-sell credit union products and services and meet minimum expectations on referral goals.
Ability to analyze member account history and mitigate loss when placing holds and approvals.
Ability to provide guidance and work direction to FSS Is, and train newly hired FSS Is.
Ability to perform audit processes and maintain records (ATM and TCR)
Ability to operate ten key and other office equipment, such as printers and copy machine.
Demonstrated ability to resolve complicated member issues.
Ability to communicate effectively, both written and verbally, and maintain effective working relationships.
PHYSICAL DEMANDS:
Employees may experience the following physical demands for extended periods of time:
Prolonged standing throughout the workday. A teller stool is provided.
View computer screen for extended periods, up to 90% of the time.
Keyboarding majority of day, up to 90% of the time.
Bend/stoop to lift cash drawer up to 30 pounds, up to 10% of the time.
Our excellent benefits package includes medical/dental/vision insurance, Paid Sick Leave, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more.
It is Sacramento Credit Union’s policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.