Roaming Teller I
CapEd Credit Union is dedicated to promoting member financial well-being. The Roaming Teller I engages with members to resolve inquiries, processes transactions, and educates them on products and services while traveling to different branches as needed.
Responsibilities
- Assists members, guest members and potential members with their account inquiries, performs cash and non-cash transactions and account maintenance while actively listening to and inquiring about members needs with the objective of providing the ultimate member experience and value-added solutions
- Resolves member inquires with a focus on our Brand Promise while utilizing and adhering to company policies. Researches and explores potential solutions to provide alternatives for members. Follows escalation processes to direct members to appropriate team member as needed
- Balances cash, checks and conducts daily transactions with minimal errors
- Maintains knowledge of all credit union products, services, and promotions
- Contributes to efficient Credit Union operations by performing other job-related duties as assigned
Skills
- Six months to twelve months of similar or related experience
- A high school education or GED
Company Overview