Assistant Head Teller

at  Navigant Credit Union

ABOUT:

People helping people. That’s what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.
Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.
Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named “Rhode Island’s Best Place to Work” year-after-year by the Providence Business News.
Our Core Values consist of “Leadership, Unity, Caring, and Integrity” are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.
If you believe you’d be a great fit, and are interested in joining our team, check out our open positions and apply today!

QUALIFICATIONS:

Education
High school diploma or equivalent (GED) education required. AA degree or some college coursework preferred.

Experience/Skills/Knowledge:

• Minimum 2 years previous Teller or MSR experience preferred. Knowledge of Credit Union policies and procedures. Previous Team Leader experience desired.
• Excellent verbal, written, telephone and interpersonal communication skills.
• Must possess a strong service orientation and willingness to sell products and services.
• PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet.
• Excellent math ability and attention to detail.
• Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Ability to lift minimum 25 lbs (i.e. coin bags & trays). Some travel required.

GENERAL DESCRIPTION:

In terms of physical requirements, this position requires work best described as:
Sedentary ¨ Light n Medium ¨ Heavy ¨ Very Heavy

ABOUT THE ROLE:

Under general supervision, but following established policies and procedures, provides leadership and direction to the Tellers. Delivers exceptional customer service, aligned with the Credit Union’s core values and mission statement. Supervises sales and service programs to ensure goals are communicated, met and improved. Responsible for the efficient and effective delivery of products and services to members. Responds to questions and/or provides information upon request from members (internal and external). Processes requests/transactions, as appropriate. Assists members and potential members in understanding and utilizing Credit Union products and services. Provides such member services as opening new accounts, ordering checks, account maintenance, corrections, etc. Interviews and assists members complete loan applications, obtains pertinent loan information and prepares necessary paperwork to disburse loans.

WHAT YOU WILL DO: (in descending order of importance)

• Processes all transactions for members, including deposits, withdrawals, loan payments, cash advances and transfers. Disburses money orders and cashier checks. Balances each day’s transactions and verifies cash. Locates and notifies Head Teller of discrepancies. Receives checks and cash for deposit in savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability and processes transactions. Cashes checks and pays money from savings and checking accounts upon verification of signatures and member account balances. Inspects all checks, drafts, money orders, savings withdrawals, and so forth to determine their negotiability.
• Proactively engages in conversations with members to discover member needs and refers and cross-sells products and services to meet member needs. Directs members to appropriate person/department. Achieves individual referral goals. Gives prompt, efficient, and accurate service.
• Assists Head Teller with daily functions such as reviewing reports; processing ATM transactions; ordering and verifying cash shipments; verifying and balancing the vault, ATM and cash dispenser; and balancing and closing the branch. Conducts quarterly audits for all cash drawers, bait money, and negotiable items. Assists with and gives input for performance evaluations.
• Oversees the tellers, responds to questions/concerns and delegates work as needed. Acts as a liaison between management and the teller line. Assists Tellers in achieving sales goals. Assists with and provides input into employee performance reviews.
• Trains and coaches the tellers on products, referrals, and member service functions by job shadowing. Prepares tests on a regular basis to ensure job knowledge and regulatory compliance. Assists tellers with incentive tracking sheets.
• Utilizes tact and experienced-based knowledge to resolve member (internal and external) problems by explaining specific policies and products. Represents the Credit Union in a professional manner while maintaining positive member relations. Gives prompt efficient, courteous and accurate service. May handle more complex transactions and assists with problem accounts.
• Answers questions concerning services provided by the Credit Union. Performs a variety of account maintenance functions. Ensures that all information given and/or transactions processed follows Credit Union or Regulatory policy/procedure.
• Performs other Teller, Greeter and Clerical duties as assigned by the Head Teller and/or Branch Manager.

PHYSICAL TASKS:

• Standing/Walking - Frequent
• Hearing - Ability to receive information through oral communication (face to face and telephone). - Continuous
• Talking - Expressing or exchanging ideas by means of the spoken word (face to face and telephone). - Continuous
• Reading - Ability to receive information through fax, e-mail. And text messages - Continuous