Truwest Round Rock , TX 78665
Posted 2 weeks ago
Live your best (work) life at TruWest Credit Union!
Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At TruWest, we offer steady work schedules that makes it easy for you to plan (work) life around.
Self-care is important. So why not get paid for it? TruWest offers paid time off and we also observe all Federal Holidays which gives you 11 more days a year to spend on YOU or hanging out with family, friends or furbabies (bonus)!
Benefits? We've got you covered (get it?)! We offer first day medical, dental, vision and 401(k). We'll even help you save for retirement by matching your 401(k) contributions. Don't even know what a 401(k) is? That's okay, we'll show you the ropes and you'll learn a ton about finances, loans, accounts and planning for your future. We want you to know all about our products and services so you can help our members. Don't believe us? Just check out our video that highlights all the amazing things we do here:
https://vimeo.com/721196286/593a894041
Starting pay: $19.11/hr. Final pay is dependent on a candidate's experience and qualifications.
If you love working with members and looking for a place to call home, you've found it. What are you waiting for? Apply now!
Summary of Responsibilities:
This position is responsible for assisting the membership with TruWest product, service and account information. Responsible for assisting with the branch opening and closing duties, teller duties, opening new accounts and deposit products, and loan processing. Responsibilities include verifying information on deposit applications; approving/declining applications for service while assuring compliance with credit union policy and procedures. Effectively manages existing members and book of business, to support the retention and growth of member relationships, through sales of deposit and loan products, and referrals to investment and mortgage products. This position requires monitoring the daily activity, compiling and providing statistical reports on a consistent basis, as well as at month end. Individual must also investigate and handle error resolution, maintain and balance a cash drawer as well as the daily balancing of all negotiable instruments. Individual must present a professional image at all times as well as have the ability to maintain a flexible schedule. Must provide spontaneous service excellence to members, employees and business associates; demonstrating the TruService Philosophy and the values shown on the TruWest Vision, Mission Values card.
Qualifications:
Education:Requires education associated with a high school diploma. Passing of Certifications, A - D of the TruAchievement Branch Program (if participating in this program).
Experience: This job requires a minimum of one-year Teller II or similar related sales experience, at a financial institution.
Knowledge and Skills:
Individual must have displayed good sales and referral abilities. Requires advanced knowledge of TruWest products, services and account requirements in order to identify cross-selling opportunities, which will benefit the member. Individual must have knowledge of the credit unions policy and procedures as well as basic lending regulations. Must have the ability to perform math calculations with a high degree of accuracy, good attention to detail, and good knowledge of negotiable instrument elements. Must have intermediate to advanced knowledge of the TruWest computer system, advanced PC skills (including navigating within appropriate websites). Individual must have good verbal and written communication skills, as well as strong customer service and interpersonal skills. Must be able to work with little or no supervision and complete tasks in a timely manner. Must project a professional image, in dress, appearance and behavior.
Primary Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Secondary Duties and Responsibilities:
Perform any other duties, as may be required, to meet credit union objectives.
Truwest