PT Teller at Trax Credit Union

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jul, 26

Salary

0.0

Posted On

22 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Cash handling, Sales, Cross-selling, Active listening, Financial transactions, Microsoft Word, Microsoft Excel, Communication, Teamwork, Attention to detail, Regulatory compliance, Bank Secrecy Act

Industry

Banking

Description

Description Who We Are At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day. Position Summary: The basic function of this position is to assist members with financial transactions, to include receiving and paying out cash and other negotiable instruments in accordance with CU procedures, and the Mission, Vision, Values and Pledge to our members. Principle Accountabilities: Proactively engage members with a warm, approachable demeanor to create a welcoming branch experience Build rapport quickly by initiating friendly, personalized conversations during each interaction Identify member needs through active listening and thoughtful questioning, beyond the immediate transaction Balances accurately within set teller balancing standards daily. Processes member cash/check transactions in person. Meets referral program requirements monthly. Uses impact statements and special greetings. Must have knowledge of CU products and services and recommend appropriately. Turns in referral sheet and balancing reports on time within set time frames. Makes member phone calls regularly. Maintains security of cash drawer and drawer keys at all times. Abides by drawer limits every day. Processes mail transactions. Promotes and protects the interests of the credit union at all times. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act. Performs other duties as assigned. Supervises mortgage loan processor, coaching them personally in the efficient and effective performance of duties. Position Type/Expected hours of Work: This is a full-time position of 25-29 hours weekly. May be scheduled any of the following hours of operation: Monday through Thursday 8:15 a.m. to 5:15 p.m., Friday 8:15 a.m. to 6:15 p.m. and occasional Saturdays 8:45 a.m. to 12:15 p.m. Our Commitment At Trax Credit Union, we don’t just manage finances—we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply. Physical demands: The physical demands described here are representative of those that must be met by an employee to successfully perform 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 stand or sit and use a keyboard (including repetitive motions with hands, fingers, arms); use hands to finger, handle or feel; reach with hands and arms; and talk and hear, to communicate effectively, and at times make decisions or judgments based on specialized knowledge. The employee is frequently required to stand, and occasionally required to walk, stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Vision may be corrected within normal range. The noise level in the work environment is usually quiet. Disclaimer: This job description is not a complete statement of all duties and responsibilities comprising the position. Requirements Qualifications: Minimum of six months of customer service and cash handling experience, preferably in a financial institution Minimum of six months of sales or cross-selling experience over the phone or in person Knowledge of computers and some experience using word and excel Experience working independently as well as in a team setting

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Responsibilities

The teller is responsible for assisting members with financial transactions, maintaining accurate cash drawer balances, and providing excellent customer service. They are also expected to identify member needs, promote credit union products, and ensure compliance with regulatory requirements.