PT Financial Specialist (Teller) Southlands Branch

Company: Fitzsimons Credit Union
Location: Aurora
Posted on: May 16, 2022

Job Description:

Job Description$1,000 SIGNING BONUS (Paid after 90 days)Pay Range: $16.10 to $24.15We make our members' lives better every day by offering affordable financial products and world class service. Are you ready to work for a company with a mission that includes knowing our members as individuals, focusing on their financial needs, advising and advocating for them and exceeding their expectations? Our vision is to be the recognized leader in our community and we need YOU to help us!Our Financial Specialist is like a "bank teller," but so much more! A Financial Specialist assists members in person making account transactions by providing efficient, accurate service within the guidelines set in the credit union policies and procedures. He or she represents the credit union to our current members by identifying the member's financial needs and providing the services that will best meet those needs.We do a lot of outreach to the Hispanic community, so bilingual/bicultural applicants are encouragedWe are looking for applicants who:

• Can process deposits, withdrawals and loan payments for members and can help them troubleshoot any problems on their accounts
• Have a positive, can-do attitude towards all partners, which includes members, coworkers, and people in our community
• Embody the credit union's values of pride in who we are, passion for delivering our value-promise every day, every time, to every partner, and integrity in our words, our actions and our motivations
• Love being in a fast-paced, customer service environment
• Can learn, understand, and apply policies, procedures, and applicable regulations to banking
• Have at least a high school diploma or GED and some cash handling experienceRepresents the credit union to our prospective and current members in a timely, accurate, and professional manner. Maintains thorough knowledge of all Credit Union products and services. Evaluates sales opportunities, makes recommendations, or offers products and refers members to the appropriate sales staff. Essential Duties/Responsibilities
  • Assist members and potential members with their credit union needs in person by promptly, accurately, and efficiently processing member financial transactions.
  • Performs all required identification on checks within approval limits and provides cash or checks from share and share draft accounts.
  • Maintains a thorough knowledge of the features and benefits of all Credit Union products and services to deepen member relationships. Identifies and recommends products/services best suited for potential and existing members.
  • Assists with branch teller duties to include but not limited to ATM/ITM and night drop transactions, verifying cash/coin shipments, balancing vault, and performing opening and closing procedures adhering to security procedures and internal controls.
  • Issues cash advances for members and non-members by obtaining identification and processing transaction and dispensing cash or check.
  • Performs transactions for Shared Branching members following policies. Consistently follows identification and documentation procedures for nonmembers.
  • Assist members with wire requests to include verification of funds, wire agreement and identification.
  • Completes CTR's for cash transactions exceeding $10k. Provides CTR's to the Risk Management Department for review, filing and records retention. Other Duties/Responsibilities
    • Consistently demonstrates a positive attitude toward our members and other employees in compliance with our Service Standards.
      • Completes necessary documentation and updates data processing system appropriately for all member services. Checks accuracy and prepares documentation for filing.
        • Keeps updated research information at their workstation and secures member information at the close of the business day.
        • Tracks cross-sells daily.
        • Performs other duties as assigned. Required Knowledge
          • Knowledge of credit union operations, policies, procedures, products, and services.
          • Requires an understanding of the data processing system affecting member accounts.
          • Requires a Knowledge of all Federal and State laws and regulations affecting credit unions, operations, and lending.Skills and Abilities
            • Technical. Can operate a computer and use software programs to input data and type at least 40wpm; able to perform basic arithmetic, including fractions, decimals, ratios and percentages. Ability to learn unfamiliar programs and operate new equipment with minimal difficulty.
            • Positive. Has a positive attitude, being resistant to rejection
            • Active Listener. Listens and responds to member's questions accurately and efficiently.
            • Clear Communicator. Able to speak clearly using good diction to communicate with members and other employees in person, in writing, and on the phone.
            • Self-Starter. Able to identify problem areas and make independent decisions to resolve problems as they relate to standard operating procedures.
              • Able to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions.
              • Detail Oriented. Able to multi-task. Able to detect and trace errors and make necessary corrections.Education and Experience
                • A high school diploma, or its equivalent.
                • Minimum of 6 months of experience working in customer service and/or sales, preferably with some cash handling.
                  
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Keywords: Fitzsimons Credit Union, Aurora , PT Financial Specialist (Teller) Southlands Branch, Accounting, Auditing , Aurora, Colorado