Company: Advia Credit Union
Posted on: October 12, 2020
What you should know about the roleThe most essential function
of this position is to assist in creating an exceptional experience
for the members of the Credit Union. This is accomplished by
providing outstanding service and next best product recommendations
to both internal and external members as defined by living and
demonstrating the core values of the credit union; Act with
Integrity, Drive Progress, Build & Strengthen Relationships andKeep
People at the Core. Responsible for accurately processing financial
transactions and being an effective source of information for our
members. Provides friendly, professional, confidential and
effective assistance to members by offering educational benefits of
saving money and time, making money or and adding convenience and
giving the member piece of mind. What you should know about
AdviaAdvia is a fast growing Credit Union that is positioned in the
top 3% of credit unions across the United States with nearly 2
billion in assets. We offer very similar product and services as
the big banks with a focus on saving our members money while
providing financial advantages. We are rooted in our communities
and believe we have a responsibility to give back outside of our
four branch walls through volunteering and charitable donations.
The work environment at Advia is fast-paced, performance based and
fun infused. We certainly live by the saying "work hard, play
hard." As an employee of Advia, you can expect regular and
constructive feedback, development opportunities, great benefits,
excellent co-workers and engaged managers. As a part time teller,
you will have opportunities to:
- Interact with our members while building impactful
- Shape and sustain our companies image through excellent member
- Act as a pace setter for the sales markers in the branch.
- Develop sales and leadership skills through motivating team to
meet sales goals.
- Maintains high level of confidentiality to protect member
information. This includes but is not limited to securing shredding
at end of night, discard papers with member information in the
- Responsible for maintaining an effective working knowledge of
all credit union products and services and department functions.
Understands and can easily convey information regarding products
and service to members.
- Proactively seeks ways to expand member relationships in order
to provide them a great experience, to help improve the members
financial standing and achieve individual, branch and credit union
goals. This may include outbound calls, uncovering needs or
referring solutions. Continuously and effectively uncovers the
members' unstated needs to recommend products and/or services that
will help the member, answer member inquiries and educates members.
Ensures that each member interaction is maximized to provide great
service and help improve the members financial standing.
- Works to create a flawless member experience with members by
putting the member first and foremost with everything that is done.
Manages member relationships and communication professionally,
including a neat workspace and professional appearance.
- Demonstrate accuracy and efficiency with financial transactions
for checking, savings and borrowing members: receives funds, posts
transactions and pays out funds as requested. Verbally confirm
intended transactions with member to assure needs are met and
minimize redoing. Balances cash drawer daily to assure accuracy in
transactions and notifies supervisor regarding any outages.
- Troubleshoots, researches and responds to member
inquiries/complaints. Communicates with members regarding product
and services (including but not limited to overdrafts, account
closings, charges, fees etc) in person, via phone, email and mail
etc. Responsible for handling objections and understanding the root
cause of the issue.
- Must comply with applicable laws and regulations, including but
not limited to, the Bank Secrecy Act, the Patriot Act, and the
Office of Foreign Assets Control. Physical RequirementsPerform
primarily sedentary work with limited physical exertion and
regularly lifting cash box of up to 10 lbs. and coin bags up to 50
lbs on occasion. Must be capable of climbing / descending stairs in
emergency situation. Must be able to operate routine office
equipment including telephone, copier, facsimile, and calculator.
Must be able to stand for long periods of time. Must be able to
routinely perform work on computer for an average of 6-8 hours per
day, when necessary. Must be able to work extended hours whenever
required or requested by management. Must be capable of regular,
reliable and timely attendance. Working ConditionsMust be able to
routinely perform work indoors in climate-controlled shared work
area with minimal noise. Mental and/or Emotional RequirementsMust
be able to perform job functions independently or with limited
supervision and work effectively either on own or as part of a
team. Must be able to read and carry out various written
instructions and follow oral instructions. Must be able to speak
clearly and deliver information in a logical and understandable
sequence. Must be able to use basic math skills and spell
accurately up to a high school graduate level. Must be capable of
dealing calmly and professionally with numerous different
personalities from diverse cultures at various levels within and
outside of the organization and demonstrate highest levels of
customer service and discretion when dealing with the public. Must
be able to perform responsibilities with composure under the stress
of deadlines / requirements for extreme accuracy and quality and/or
fast pace. Must be able to effectively handle multiple,
simultaneous, and changing priorities. Must be capable of
exercising highest level of discretion on both internal and
external confidential matters. AcknowledgementNothing in this
position description restricts management's right to assign or
reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. This job
description is not a contract and should not be construed as a
guarantee of employment for any specific period of time.Advia
Credit Union is an Equal Opportunity Employer and does not
discriminate against employees or applicants based on race, color,
religion, sex/gender, national origin, disability, age, or any
other category protected by law. ExperienceCash handling and
customer service experience is strongly preferred.
Education/Certifications/LicensesA high school degree or equivalent
Interpersonal SkillsCourtesy and tact are essential elements of the
job. Work involves personal contact with customers and others
inside and outside the organization, generally regarding fairly
routine matters for the purposes of giving and obtaining
information or instructions, updating or referring. Communications
require shorter and not in-depth discussions most of the time.
Keywords: Advia Credit Union, Kalamazoo , Teller PT, Other , Kalamazoo, Michigan
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