Universal Teller

Company: CORNERSTONE COMMUNITY FINANCIAL CU
Location: Royal Oak
Posted on: June 22, 2022

Job Description:

Job Description At CCF, you'll not only get an Employer in Your Corner you'll get:

• Comprehensive benefits including Medical, Dental and Vision
• Paid Time Off & Me Time Programs
• Life Insurance
• 401k with 4% matching
• Tuition Reimbursement & Student Loan Repayment Assistance
• And so much more!Position Purpose:The Universal Teller is the first point of contact for members who need help processing their financial transactions or solving problems, as well as those who simply want to learn more about financial products and services. By utilizing their product knowledge, they promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members.What You'll Do In This Role:
  • Enhance the financial lives of our members by proactively identifying and assisting members to achieve their short and long-term financial needs and goals, through active listening and confidently recommending appropriate products and services utilizing a consultative, relationship-building sales approach.
  • Meet and exceed established individual and branch referral goals under CCF's Sales and Service Plan.
  • Ensure each member receives outstanding, courteous friendly service which exceeds their expectations, while working within Performance and Standards of Excellence guidelines and living the Cornerstone Service Promises.
  • Update and maintain accurate member account information with close attention to detail.
  • Process transactions promptly, efficiently and accurately including deposits, withdrawals, checks, transfers, and loan payments, etc…
  • Perform department related support duties, to include but not limited to quality control, scanning, thank you notes, etc…
  • Utilize call lists provided to uncover unmet financial needs, refer appropriate products and services, and educate existing and new members on benefits of the products and services being recommended.
  • Foster cooperation, teamwork and frequent communication between the financial services staff and Centralized Lending staff.
  • Work within all CU policies and operating procedures to include, but not limited to CCF's Security, BSA, OFAC, Red Flag, and Credit Policy, etc...
  • Be a Utility Player by performing other duties and responsibilities as required or assigned.What You'll Bring To CCF:
    • Act as a role model as demonstrated by professional business appearance, enthusiastic tone and demeanor, and exceptional interpersonal skills.
    • High School Diploma or equivalent. Degree preferred
    • Minimum 1 year of experience in a proactive sales position providing excellent customer service.
    • Basic math aptitude.
    • Sales aptitude.
    • Working proficiency in a Windows environment with basic data entry skills.
    • Ability to obtain Notary designation.
    • Ability to be bonded.
    • Training providedWhat You'll Get Working At CCF:
      • Working with an energetic team focused on making our members financially successful!
      • An opportunity to work with others that have your back every step of the way!
      • An opportunity to grow your career and do amazing things!
      • Opportunities to make a difference both inside and outside of our walls!
      • Being treated like you are more than the work you do!

Keywords: CORNERSTONE COMMUNITY FINANCIAL CU, Royal Oak , Universal Teller, Other , Royal Oak, Michigan