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Customer Service Representative

2 months ago

Rochester Hills, Michigan, United States Chief Financial Credit Union Full time
Job Overview

Chief Financial Credit Union

Position: Teller I

Department: Branch Operations

Classification: Non-Exempt

Reports To: Branch Manager, Assistant Branch Manager

Role Summary:

The Teller I position serves as the foundational role within Branch Operations, focusing on delivering exceptional service by addressing member transactions and inquiries. This position requires a comprehensive understanding of Credit Union products and protocols to ensure a high level of member satisfaction.

Key Responsibilities:

  • Efficiently process member financial transactions, including deposits, withdrawals, account inquiries, and loan payments; facilitate the sale of money orders, gift cards, and cashier checks; execute transfers between member accounts as requested.
  • Respond to member inquiries across various platforms, including issuing debit cards, resetting PINs, processing check orders, managing stop payments, and addressing online banking requests. Additional tasks may include filing, data entry, and telephone assistance.
  • Verify member identity and security, maintaining accurate member records and Credit Union documentation, including check holds and transaction reports.
  • Balance cash drawer and complete end-of-day procedures with precision and efficiency.
  • Deliver courteous, professional, and confidential service to all members and staff, while staying informed about all Credit Union offerings.
  • Perform other job-related tasks as assigned.

Performance Metrics:

  • Provide knowledgeable and accurate service to all members and staff by addressing requests in a timely manner.
  • Ensure accurate transaction posting and daily cash drawer balancing in line with established Credit Union policies.
  • Maintain a thorough understanding of current products and procedures within the Credit Union.
  • Exhibit a reliable record of attendance and punctuality.
  • Uphold a professional work environment and appearance.
  • Process member transactions with zero unresolved discrepancies and accurately record daily balances promptly.

Core Values of Chief Financial:

  • Integrity: Commit to doing what is right for the Credit Union, employees, and members in every interaction.
  • Social Responsibility: Encourage all employees to seek ways to enhance the lives of the communities we serve.
  • Perseverance: Continuously strive to find solutions to challenges.

Required Knowledge and Skills:

Experience: The role can be mastered in a short time frame.

Education: A high school diploma or GED is required.

Interpersonal Skills: This position involves regular interaction with individuals beyond immediate colleagues, necessitating a courteous approach to providing assistance and information.

Other Skills: Proficiency in using general office equipment such as computers, calculators, and photocopiers is essential. Familiarity with teller procedures and Credit Union operations is advantageous, along with the ability to maintain confidentiality.

Physical Requirements: The role requires frequent standing, walking, and the use of hands for processing tasks. Occasionally, the ability to lift office supplies weighing up to 20 pounds is necessary.

Work Environment: This position is situated in a professional office setting within a Credit Union branch, utilizing standard office equipment.

Note: This job description is not exhaustive and may be subject to change.