- Performs a wide variety of banking transactions with minimal supervision.
- Opens new member accounts and processes loan applications.
- Delivers exceptional member service, ensuring requests and/or issues are researched and resolved in a timely manner.
- Cross-sells Tech CU products/services, as appropriate, using consultative sales techniques and clearly articulating features and benefits to members.
- Participates in offsite business development events, such as Member Company wellness fairs and community activities, and activities, such as phone campaigns.
- Meets or exceeds sales goals ethically and in compliance with regulatory requirements.
- Enters qualified sales referrals into designated tracking system.
- Receives and dispenses various denominations of coin and currency.
- Processes all transactions accurately and efficiently, while maintaining member confidentiality.
- Opens, closes and balances cash drawer daily, ensuring proper handling of cash and negotiables.
- Occasionally travels to and works in branches outside of home branch as directed by manager.
- Maintains current knowledge of Tech CU products/services and competitive landscape.
- Participates in Tech CU training as guided by manager, including compliance, product knowledge and soft skills.
- Attends staff and company-wide meetings.
Full-time; typically 37-40 hours/week
WORKPLACE ESSENTIALS
- Supports the Tech CU’s Mission & Vision and consistently demonstrates Tech CU Values (Accelerate, Collaborate, Innovate, & Cultivate).
- Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
- Complies with Tech CU policies and procedures.
- Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
- Complies with requirements imposed by federal, state and local regulatory agencies.
- Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
- Strong sales, service and team orientation
- Strong organization and verbal/written communication skills
- Effective interpersonal skills
- Detail-oriented, with solid basic mathematical skills
- Basic Microsoft Office and keyboarding skills
- Ability to navigate multiple software applications
- Ability to work independently, utilizing tools to find information
- Understanding of financial products/services and industry regulations preferred
- Ability to participate, sustain performance and thrive on a high-energy team
- Sight to distinguish between various denominations of coin and currency
- Speaking and listening to interact with members and team in person or via phone
- Standing for up to 4 hours per day
- Reading a computer screen and perform keyboarding tasks for up to 70% of the day
- Occasional bending or stooping to reach lower drawers
- Occasional lifting (25 pounds or less) may be necessary
EQUAL EMPLOYMENT OPPORTUNITY
PAY AND BENEFITS
Additionally, Tech CU provides health care benefits, life and disability insurance, 12 paid holidays and 401k with a company match; along with employee paid voluntary benefits. 5.54 Paid Time Off (PTO) hours accrue per bi-weekly paycheck (18 days per year) and will increase with length of service. Eight hours of Voluntary Time Off (VTO) are granted to full time employees annually to dedicate time to charitable organizations. Leaves of absences are available in adherence with state and federal regulations.