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Head Teller/msr I
4 months ago
**ABOUT**:
People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.
Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.
Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the _Providence Business News_.
Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.
**ABOUT THE ROLE**:
**WHAT YOU WILL DO**:
- 1.Maintains security and compliance with Credit Union Security Plan.
- 2.Serves as vault custodian (buys/sells cash as needed) and balances and troubleshoots ATM and cash recycler.
- Overrides teller transactions based on authority within policy and procedure.
- Handles escalations and member complaints related to the Tellers' functions.
- Conducts monthly/quarterly audits: card stock inventory, official checks and money orders, night deposit contracts, and surprise cash/check audits for tellers.
- Balances the branch at the close of each business day, which includes assisting tellers to resolve balancing discrepancies.
- Responsible for daily and monthly reports: overrides and teller differences.
- Performs teller transactions, both operational and sales oriented.
- Opens new member accounts and provides information to new and prospective members by explaining and cross-selling Credit Union products and services. Completes forms for opening and processing all types of accounts, including share, share draft, money market, certificates, IRAs, etc.
- Maintains and services existing members' accounts: address changes, names changes, check re-orders, wire transfers, stop payments, etc.
- Schedules, trains and delegates duties to tellers.
- Monitors teller performance by completing quarterly "Member Experience" evaluations and coaches tellers on the spot and during one on one meetings.
- Acts as the NCU Financial Branch Champion: qualifying referrals and scheduling appointments with Financial Advisors, coaching team members, motivating branch staff to meet goals, and scheduling call nights when necessary.
- Partners with Branch Management Team to conduct morning huddles, weekly meetings, branch campaigns, etc.
- Assists Branch Management with performance management, disciplinary actions, and employee evaluations.
- Originates, underwrites and closes Consumer Loans offered by the Credit Union.
**QUALIFICATIONS**:
- Education _
High school diploma or equivalent (GED) education required.
**Experience/Skills/Knowledge**:
1.Preferred: Minimum 3 years previous experience as an Assistant Head Teller/Teller/MSR. Demonstrated knowledge of CU policies and procedures.
2.Excellent verbal, written, telephone and interpersonal communication skills. Must possess a strong service orientation and willingness to sell products and services.
3.Excellent organizational, analytical and problem-solving skills.
4.PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.
5.Ability to function in a financial institution branch environment and utilize standard office equipment, including but not limited to: PC, fax, copier, currency counter, money order encoder, telephone, etc. Ability to lift a minimum of 25 lbs. (coin bags). Some travel required.