Teller Service Representative Detail page - Waterloo - Veridian CU

    Veridian CU
    Veridian CU Waterloo

    1 day ago

    Description

    Summary

    Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.

    Essential Functions

    • Create excellent service experiences that promote the Veridian brand.
    • Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
    • Conduct member transactions including loan payments, deposits, withdrawals, and transfers.
    • Complete member requests such as inquiries on certificates of deposit and processing wire transfers, ordering and blocking plastic cards, ordering checks, and researching account information.
    • Actively cross-sell credit union services by providing information to current, new, and potential members.
    • Actively refer members to appropriate positions and/or departments within all Veridian Companies to best serve the member.
    • Assist members over the phone.
    • Consistently achieve established monthly and annual sales and service goals.
    • Contribute to team effort by accomplishing related results as needed.
    • Monitor necessary departmental files and reports, updating member information as required.
    • Maintain member confidence and protect operations by keeping information confidential.
    • Balance cash box per teller balancing procedures.

    Key Attributes

    • Oral and written communication skills.
    • Member service focus.
    • Attention to detail and accuracy.
    • Positive attitude that supports a team environment.
    • Dependable and punctual; flexible during peak times.
    • High level of confidentiality.
    • Organizational skills.
    • Self?motivated; ability to work without close supervision.
    • Problem?solving and analysis.

    Physical Demands

    • Occasionally lift and/or move items over 10 pounds.
    • Remain sedentary (seated) for extended periods of time.

    Working Conditions

    This job operates in a professional office environment and routinely uses standard office equipment.

    Travel

    Limited travel expected.

    Required Education and Experience

    • High School Diploma.
    • Relevant work experience in the area of customer service and/or cash handling.
    • Math and clerical aptitude.
    • Fluent computer skills in a Microsoft Windows environment.

    Other Duties

    Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. All employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

    About Veridian Credit Union

    Veridian Credit Union, founded in 1934 in Waterloo, Iowa, is a not?for?profit financial cooperative dedicated to partnering with members to create successful financial futures. Veridian offers a competitive salary, benefit and incentive package that includes medical, dental and vision insurance; group term life insurance; 401(k) and profit?sharing plans; and a yearly incentive program. Employees enjoy a supportive work environment where diversity is valued.

    Equal Employment Opportunity Statement

    Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

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