Position Summary
The Universal Teller Associate reports Branch Leader. On Premise Role
Purpose:
Deliver an exceptional member experience, through the tenants of the United Teletech “Member Journey.”
The Universal Associate primary focus is on the sales results of the retail branch:
• Meet the branch and individual goal for new members
• Meet the branch and individual goal for new Checking accounts
• Meet the branch goal and individual goal for electronic services
• Support both lending and investment & retirement services through referrals and meet branch and individual goals for creating such business opportunities
The Universal Associate also has operational retail branch responsibility:
• Assisting members with account management
• Complete member transactions
• Support the member experience by promoting kiosk enrollment and utilization
• Provide other financial services as needed
• Maintaining accurate records and thorough handling of all monies assigned
Job Responsibilities
1. Consistently achieve or exceed performance goals related to referrals, cross sales and accuracy.
2. Proficient in branch operations, including branch security and robbery prevention practices.
3. Execute all sales, servicing and banking transactions accurately; following all compliance and security procedures and will balance cash drawer within balancing guidelines.
4. Maintain a proficient knowledge of all credit union products and services as well as industry trends and benchmarks, and products and services offered by the competition.
5. Act as Greeter, educating and transitioning members to use kiosks where appropriate. Effectively handle teller transactions.
6. Open and service new and existing accounts, ability to enter credit card applications as needed.
7. Perform other duties as assigned
Physical Demands
The physical demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to listen/hear or talk. The employee frequently is required to stand, walk, or sit. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distant vision, and an ability to adjust focus.
Qualifications
1. Minimum of one year of cash handling experience
2. Minimum of one year experience of sales or sales related position
3. Bilingual in Spanish helpful
4. Associates degree or high school diploma or with three years progressively responsible job experience
5. Excellent verbal and written communication skills. Demonstrates excellent phone rapport.
6. Possesses strong organizational skills with great attention to detail.
7. Flexibility and knowledge to:
a. Work at other branches as needed.
b. Work various hours as needed, including Saturdays and some evenings.
8. Knowledge of local, state, and federal laws/regulatory requirements as related to functional areas including Truth in Savings, Reg E, Reg D, Reg CC, UCC , OFAC, and Bank Secrecy Act. Fraud prevention and detection procedures as well as internal control and risk mitigation techniques.
Additional Information
Job Location: 205 Hance Avenue, Tinton Falls, NJ 07724
Salary Range: $19.00 – $24.00 an hour based on experience
Benefits:
paid time off
401(K) plan
flexible schedule
life insurance
How To Apply: Please send resume to [email protected]
PK 5/7/2024
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