Teller - Lakeline

About the Job

As a Full Time Teller, you will serve as a primary point of contact for processing Member transactions and requests.  Eager to build strong, long-term meaningful relationships, our Tellers have a passion for exceptional Member service.  Tellers strive to provide an exceptional Member experience by effectively communicating with Members to understand Member needs, providing assistance to Members, identifying product and service needs, answering Member questions, identifying solutions, and resolving Member requests and issues.

About UFCU

Founded in 1936, UFCU has grown to serve Members across Texas and beyond.  At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions of the Job

Member Experience

• Greet members


• Maintain branch appearance


• Explain basic products and services


• Identify product needs


• Answer member questions


• Resolve member issues

Account Maintenance

• Conduct system navigation on various computer systems


• Process address, phone number, and email changes


• Process check re-orders


• Establish direct deposit


• Assist with online and mobile banking

Compliance

• Performs other duties as assigned. 


• Adhere to all company policies, procedures and business ethics codes.


• Complete required regulatory training as assigned. 


• Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.

Conduct Transactions

• Process transactions, mail deposits, night drop, and cash advances


• Grant access to safe deposit box


• Scan transit and on-us checks


• Validate accuracy and process member checks


• Place and communicate check holds


• Print documents, including statements, temporary checks, and direct deposit forms

Knowledge, Skills and Abilities

• Ability to effectively build relationships, establish rapport, and diplomatically communicate information


• Effective active listening skills


• Strong verbal, interpersonal, and written communication skills


• Ability to be adaptable and work in a fast-paced environment


• Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues


• Strong attention to detail


• Strong organizational and time management skills


• Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude


• Proficient in Microsoft Office


• Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification

Core Competencies

• Demonstrating Member Obsession


• Demonstrating Performance Excellence


• Demonstrating Innovation

Required Qualifications

• High School Diploma or GED


• Minimum of six (6) months of Teller or cash handling experience


• Minimum of six (6) months of customer service experience


• Bachelor’s Degree in Business or Finance-related field may substitute for experience requirements


• Minimum of six (6) months working in a team environment

Preferred Qualifications

• English/Spanish bilingual


• Bachelor’s Degree


• Credit Union experience


• General knowledge of applicable financial industry regulations


• Military experience

Hours

Monday through Friday from 9am to 6pm and Saturday from 9am to 2pm.

About This Career Opportunity

We’re always looking for great talent.  If you’re looking for a career with a socially conscious, service-oriented organization and want to have fun while you’re at it, join our UFCU team!

#INDUFCU