Teller I (CR)

工作 ID 10106870 地點布埃纳文图拉湖, 佛罗里达州, 美國 有意工作的公司 Partners Federal Credit Union 日期已公佈 Nov. 19, 2024

申請

工作概要:

The Teller I provides’ excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards.

Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Teller I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals.

Job Responsibilities:

Efficient Teller Operations:

· Ensure all teller functions comply with policies and security standards.

· Maintain professional and effective teller operations, including balancing and securing funds.

· Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines

Member Services:

· Provide exceptional member service by meeting Members' needs promptly and professionally.

· Resolve Members’ requests, problems, and questions; offer Credit Union products and services.

· Be able to recognize when a member request should be referred to colleagues in positions of higher authority and responsibility.

· Process transactions, open new accounts, and handle consumer loans from start to finish.

Leadership and Supervision:

· Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership.

· Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch.

· Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development.

· Handle any special projects delegated by leader.

Problem-Solving and Support:

· Address complex transactions and sensitive Member relations issues.

· Investigate and correct teller out-of-balance conditions.

· Support personnel with day-to-day operations and Member interactions.

· Effectively work the front Lobby desk, managing member wait time exceptions and handling transactions that can be handle quickly.

Product Knowledge and Cross-Selling:

· Communicate features and benefits of all Credit Union products and services.

· Educate Members on financial responsibility and promote additional products and services.

· Conduct outbound calls for Member Service and Sales, following the 2/2/2 program.

Transaction Processing:

· Perform a wide range of financial transactions, ensuring accuracy and security.

· Responsible for overrides

· Process deposits, withdrawals, transfers, payments, and check cashing.

· Balance daily transactions and verify cash totals.

· Demonstrate fundamental member engagement skills such as - greeting the member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them.

Member Relationship Building:

· Build a network of Member contacts through qualified leads and referrals.

· Promote Credit Union objectives and deepen business relationships.

Quality Control and Compliance:

· Ensure all membership documents meet quality control standards.

· Maintain compliance with policies, including CIP, OFAC, and ChexSystems.

· Maintain and enhance financial business acumen through continual training and self-development.

Communication and Coordination:

· Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management.

· Provide suggestions for improved service and streamline operations.

Flexibility and Additional Duties:

· Maintain flexibility in support of branch needs.

· Complete projects and reports related to the department.

· Perform other related duties as assigned or requested.

Education Level: High School or GED (required)

Years of Relevant Work Experience: 3 to 5 years

Language Skills: Spanish (preferred)

Certifications, Licenses, Registrations, etc.:

· FL/CA Notary (specify for job location) Required

· NMLS Certification Preferred

Other Training, Technical Skills or Knowledge

Ability to use a personal computer and related software applications including Microsoft Outlook. Preferred

Experience using Episys Preferred

Experience using Springboard Preferred

Experience using Verafin Preferred

Type Abilities and Behaviors below:

· Excellent member service and conflict resolution skills

· Effective sales skills

· Strong problem-solving and decision-making skills

· Clear and open communication skills

· Flexible; easily adapts to change

· Strong time-management skills & ability to multi-task

· Organized, good time management

· Responsible; takes initiative and works independently

· Strong teamwork skills

· Two years’ experience in the financial industry and credit unions is required.

• Two years’ experience in teller cash handling and cash dispense machines is required.

• Experience in sales is preferred.

• Previous supervisory experience preferred

Business / Work Environment:

Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation

The pay rate for this role in Florida is $18.12 to $24.90 per hour. The base pay actually offered may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience, among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.

申請

關於Partners Federal Credit Union:

超過 50 年，Partners Federal Credit Union 向我們超過 125,000 名會員履行了 Partners Difference ，提供最高水平的服務、價值、造訪以及便利。加上，您在最大銀行會發現的各種金融產品，包括儲蓄、支票、貸款、財富管理和最新的創新賬戶存取。並且始終以獨家的方式連接 The Walt Disney Company 確保銀行業的質量水平。Partners 確實是為演藝人員提供服務的員工，建立與其他金融機構無法匹配的真正聯繫與服務承諾。加入並探索 Partners，我們永久尊重會員資格 — 因為會員可以在每個階段有信心地依靠我們。因為我們與 The Walt Disney Company 的關係緊密，在 Partners 工作的每個人也是 Disney 演藝人員／員工。

關於 The Walt Disney Company:

Walt Disney Company 連同其子公司和聯營公司，是領先的多元化國際家庭娛樂和媒體企業，其業務主要涉及三個範疇：Disney Entertainment、ESPN 及 Disney Experiences。Disney 在 1920 年代的起步之初，只是一間卡通工作室，至今已成為娛樂界的翹楚，並昂然堅守傳承，繼續為家庭中每位成員創造世界一流的故事與體驗。Disney 的故事、人物與體驗傳遍世界每個角落，深入人心。我們在 40 多個國家/地區營運業務，僱員及演藝人員攜手協力，創造全球和當地人們都珍愛的娛樂體驗。

這個職位隸屬於 Walt Disney Parks and Resorts U.S., Inc.，其所屬的業務部門是 Partners Federal Credit Union。

Walt Disney Parks and Resorts U.S., Inc. 是提供平等就業機會的僱主。求職者都會獲得聘僱考量的機會，不分種族、宗教、膚色、生理性別、性傾向、社會性別、性別認同、性別表達、原國籍、血統、年齡、婚姻狀態、軍人或退伍軍人身份、醫療狀況、遺傳資訊或殘疾狀況、或者聯邦、州級或地方法律所禁止的其他任何基本特徵。Disney 提倡讓所有人的想法和決策都有助我們發展、創新、創造最好故事的商業環境，並與瞬息萬變的世界息息相關。

就業申請的殘疾便利安排

The Walt Disney Company 及其聯營公司是推動平等就業機會的僱主，歡迎所有求職者，包括殘疾人士及殘疾退伍軍人。如你是殘疾人士，並需要合理便利安排以搜尋職位空缺或申請職位，請將要求發送至Candidate.Accommodations@Disney.com。本電郵地址不擬用於一般僱傭查詢或通訊。我們只會回應與網上申請系統殘疾人士無障礙功能相關的要求。

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