Lead Teller

Hudson Valley Federal Credit Union Lagrangeville , NY 12540

Posted 3 months ago

Overview

Hudson Valley Credit Union is currently recruiting for a Lead Teller. The successful candidate will provide high-quality member service by accurately performing a variety of financial transactions. Identify member's needs and goals by asking questions and uncovering opportunities. Promote, explain and cross-sell HVCU products and services. Assist the teller supervisor with non-member facing tasks.

Responsibilities

  • Accurately complete all types of account transactions requested by members by following documented processes and procedures. This includes processing negotiable instruments and applicable paperwork to ensure accurate end-of-day proof and handling large volumes of cash. Securely maintain cash and negotiable items as outlined in cash handling procedures.

  • Provide courteous service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals.

  • Assist the teller supervisor with non-member facing tasks such as providing opening and closing support for the teller area, ordering and verifying cash for the branch, assisting with audit and cash control tasks, adhering to dual control processes and daily branch reconciliation.

  • Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards.

  • Train new tellers by following the Branch Training Guide for Tellers and act as a resource and/or peer mentor for staff for operational/procedural questions and the HVCU Sales and Service Model.

  • Support the successful implementation of marketing programs and promotions by creating member awareness and recommending products when the promotion meets the member's needs.

  • Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

  • Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.

  • Responsible for regular and predictable attendance including punctuality.

Qualifications

  • High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required; or a current high school senior in possession of a certificate of satisfactory academic standing.

  • Mimimum 1 year of Teller or cash handling experience in a financial institution or retail environment required.

  • Minimum 6 months of customer service and sales experience in a financial institution or retail environment requried.

Consistently named one of the Best Companies to work for in New York, Hudson Valley Credit Union is a community chartered financial institution serving members in 12 counties along the Hudson River from the Capital Region south to the Lower Hudson River Valley. We are passionate about improving our member's financial wellbeing and thrive on delivering exceptional member service. We care for our employee family and are deeply rooted within our local communities. With our co-workers' support, valued benefits, and continuous training and development, we are motivated, high performers who excel and grow here every day. Come join us in our goal to be the Hudson Valley's first choice for a lifetime financial services partner.We offer a highly competitive salary and benefits package including: Medical, Dental, and Vision coverage 401(k) with employer match and non-elective employer contribution Paid time off (PTO) and paid holidays Flexible Spending Account (medical & dependent care) Life Insurance Short-Term and Long-Term Disability Insurance Employee Assistance Program Wellness Activity Reimbursements Educational Assistance Program Professional Development Programs Discounted Loan Rates & FeesAll candidates are subject to a pre-employment background check including bondability, credit report and past employment references. All checks must be favorable for an applicant to be considered for employment.Hudson Valley Credit Union is proud to be a CEO Gold Standard Designation award winning tobacco-free workplace.

Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law


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VIEW JOBS 12/14/2019 12:00:00 AM 2020-03-13T00:00 Overview Hudson Valley Credit Union is currently recruiting for a Teller I. The successful candidate will provide high-quality member service by accurately performing a variety of financial transactions. Identify member's needs and goals by asking questions and uncovering opportunities. Promote, explain and cross-sell HVCU products and services. Responsibilities * Accurately complete all types of account transactions requested by members by following organizational processes and procedures. This includes processing negotiable instruments, accurate end-of-day proof and handling large volumes of cash. * Provide courteous prompt service and proactively identify member needs, recommend solutions to meet needs and refer members to HVCU platform staff, business partners and automated services. Contribute to branch and individual sales and service goals. * Adhere to branch safety and security practices and procedures. This includes member confidentiality, securely maintaining cash and negotiable items, and physical security standards. * Maintain a working knowledge of HVCU products, services and systems. Utilize resources to ensure quality member service. * Support the successful implementation of marketing programs and promotions by creating member awareness and recommend products when the promotion meets the member's needs. * Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. * Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. * Responsible for regular and predictable attendance including punctuality. Qualifications * High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing required. * Customer service and sales experience in a financial institution or retail environment with sales experience preferred. * Previous Teller or cash handling experience in a financial institution or retail environment preferred. Consistently named one of the Best Companies to work for in New York, Hudson Valley Credit Union is a community chartered financial institution serving members in 12 counties along the Hudson River from the Capital Region south to the Lower Hudson River Valley. We are passionate about improving our member's financial wellbeing and thrive on delivering exceptional member service. We care for our employee family and are deeply rooted within our local communities. With our co-workers' support, valued benefits, and continuous training and development, we are motivated, high performers who excel and grow here every day. Come join us in our goal to be the Hudson Valley's first choice for a lifetime financial services partner.We offer a highly competitive salary and benefits package including:• Medical, Dental, and Vision coverage• 401(k) with employer match and non-elective employer contribution• Paid time off (PTO) and paid holidays• Flexible Spending Account (medical & dependent care)• Life Insurance• Short-Term and Long-Term Disability Insurance• Employee Assistance Program• Wellness Activity Reimbursements• Educational Assistance Program• Professional Development Programs• Discounted Loan Rates & FeesAll candidates are subject to a pre-employment background check including bondability, credit report and past employment references. All checks must be favorable for an applicant to be considered for employment.Hudson Valley Credit Union is proud to be a CEO Gold Standard Designation award winning tobacco-free workplace. Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law Hudson Valley Federal Credit Union Lagrangeville NY

Lead Teller

Hudson Valley Federal Credit Union