loan teller

KeyBank

<div><p><b>Location:</b></p>
131 Oriskany Blvd - Whitestown, New York 13492<p></p><p><b>
Job Summary</b><br>
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.<br>
<br>
<b>Essential Functions</b></p><ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker.</li><li>
Assists clients in achieving their financial goals and objectives through the use of financial wellness tools.</li><li>
Attends and participates in in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Supports the Branch Manager in onboarding and training new Tellers to the team.</li><li>
Work on Saturdays as directed by management</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul><p><b><br>
Education</b></p><ul><li>
High School Diploma , GED, or equivalent business experience (required)</li></ul><p><b><br>
Work Experience</b></p><ul><li>
Minimum 3 years of Demonstrated superior client relationship skills (required)</li><li>
Minimum 3 years of Experienced in cash handling (required)</li><li>
Working knowledge of PC with Windows based applications and calculator (required)</li><li>
Demonstrated ability to lead, motivate, and foster teamwork (required)</li><li>
Demonstrated organizational skills while managing multiple tasks (required)</li></ul><p><b><br>
Licenses and Certifications</b></p><ul><li>
Notary License (preferred)</li></ul><p><b><br>
Skills</b></p><ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking).</li><li>
Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction.</li><li>
Excellent time management skills.</li><li>
Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service</li><li>
Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift</li><li>
Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets.</li><li>
Helping clients achieve their financial goals through education and the use of financial tools</li></ul><p><b><br>
Core Competencies</b></p><ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul><p><b><br>
Physical Demands</b></p><ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul><p><b><br>
Driving Requirements</b></p><ul><li>
Ability to occasionally operate a motor vehicle with a valid driver's license.</li></ul><p><b><br>
Work Location Category</b></p><p></p><ul><li>
Branch</li></ul><p></p><p>
COMPENSATION AND BENEFITS</p>
This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.<p></p><p>
Please click here for a list of benefits for which this position is eligible.</p><p></p>
Job Posting Expiration Date: 09/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.<p></p><p>
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</p></div>

Lead Teller

<div><div><b>Description:</b></div><div></div><div><b><br>
Location:</b></div><div>
75 N Broadway - Tarrytown, New York 10591</div><div></div><div><b><br>
Job Summary:</b><br>
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.<br>
<br>
<b>Essential Functions:</b></div><ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker.</li><li>
Assists clients in achieving their financial goals and objectives through the use of financial wellness tools.</li><li>
Attends and participates in in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Supports the Branch Manager in onboarding and training new Tellers to the team.</li><li>
Work on Saturdays as directed by management</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul><div><br>
<b>
Education:</b></div><ul><li>
High School Diploma , GED, or equivalent business experience (required).</li></ul><div><br>
<b>
Work Experience:</b></div><ul><li>
Minimum of 3 years demonstrated superior client relationship skills (required).</li><li>
Minimum of 3 years' experience in cash handling (required).</li><li>
Working knowledge of PC with Windows based applications and calculator (required).</li><li>
Demonstrated ability to lead, motivate, and foster teamwork (required).</li><li>
Demonstrated organizational skills while managing multiple tasks (required).</li></ul><div><br>
<b>
Licenses and Certifications:</b></div><ul><li>
Notary License (preferred).</li></ul><div><br>
<b>
Skills:</b></div><ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking).</li><li>
Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction.</li><li>
Excellent time management skills.</li><li>
Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service.</li><li>
Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift.</li><li>
Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets.</li><li>
Helping clients achieve their financial goals through education and the use of financial tools.</li></ul><div><br>
<b>
Core Competencies:</b></div><ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul><div><br>
<b>
Physical Demands:</b></div><ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul><div><br>
<b>
Driving Requirements</b></div><ul><li>
Ability to occasionally operate a motor vehicle with a valid driver's license.</li></ul><div><br>
<b>
Work Location Category:</b></div><ul><li>
Branch</li></ul><div></div><div><b><br>
COMPENSATION AND BENEFITS:</b></div><div>
This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.</div><div></div><div><br>
Please click here for a list of benefits for which this position is eligible.</div><div></div><div><br>
Job Posting Expiration Date: 08/07/2026<br>
<br>
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.</div><div></div><div><br>
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div><br>
<b>
About KeyBank:</b><p><br>
Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.</p></div>

Lead Teller - R-39687

TEKsystems

<div>
 TEKsystems is hiring an entry-level Bank Teller I to start with a Fortune 100 Financial Institution in Snellville, GA
 <br/>
 <br/>
 Job Description
 <br/>
 <br/>
 To provide members and prospective members with the full range of products and services the client offers, including depository accounts such as checking, savings, certificate IRA, revocable trust, and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Assist/training to lower-level team members.
 <br/>
 <br/>
 Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Analyze, research, and resolve problems and discrepancies related to member accounts/loans
  </li>
  <li>
   Assist members with submitting consumer/mortgage/equity loans, overdraft protection, and credit card applications
  </li>
  <li>
   Counsel current and prospective members about company products and services
  </li>
  <li>
   Ensure cash and other negotiable instruments are handled properly
  </li>
  <li>
   Identify opportunities to cross-service products and increase product penetration
  </li>
  <li>
   Perform platform banking functions
  </li>
  <li>
   Understand and comply with federal and other regulations relating to financial products and services
  </li>
  <li>
   May assist with Branch Office vault opening, closing, and balancing procedures
  </li>
  <li>
   May serve as a Branch Office and/or ATM vault custodian
  </li>
  <li>
   Perform other duties as assigned
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Schedule
 <br/>
 <br/>
 <em>
  Must be available Monday - Friday from 8:15 am - 5:30 pm and on Saturday from 8:15 am - 2:00 pm
  <br/>
  <br/>
 </em>
 Job Type &amp; Location
 <br/>
 <br/>
 This is a Contract position based out of Snellville, GA.
 <br/>
 <br/>
 Pay And Benefits
 <br/>
 <br/>
 The pay range for this position is $21.42 - $21.42/hr.
 <br/>
 <br/>
 Requirements
 <br/>
 <br/>
 Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
 <br/>
 <br/>
 <ul>
  <li>
   Medical, dental &amp; vision
  </li>
  <li>
   Critical Illness, Accident, and Hospital
  </li>
  <li>
   401(k) Retirement Plan &ndash; Pre-tax and Roth post-tax contributions available
  </li>
  <li>
   Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents)
  </li>
  <li>
   Short and long-term disability
  </li>
  <li>
   Health Spending Account (HSA)
  </li>
  <li>
   Transportation benefits
  </li>
  <li>
   Employee Assistance Program
  </li>
  <li>
   Time Off/Leave (PTO, Vacation or Sick Leave)
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Workplace Type
 <br/>
 <br/>
 This is a fully onsite position in Snellville,GA.
 <br/>
 <br/>
 Application Deadline
 <br/>
 <br/>
 This position is anticipated to close on Jun 26, 2026.
 <br/>
 <br/>
 About TEKsystems
 <br/>
 <br/>
 We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
 <br/>
 <br/>
 The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
 <br/>
 <br/>
 About TEKsystems And TEKsystems Global Services
 <br/>
 <br/>
 We&rsquo;re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We&rsquo;re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We&rsquo;re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We&rsquo;re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
 <br/>
 <br/>
 The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
 <br/>
 <br/>
 <strong>
  San Francisco Fair Chance Ordinance:
 </strong>
 Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
 <br/>
 <br/>
 <strong>
  Massachusetts Lie Detector:
 </strong>
 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
 <br/>
 <br/>
 <strong>
  Use of Artificial Intelligence (AI):
 </strong>
 We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
</div>


Bank Teller Level 1

Suncoast Credit Union

<div>Overview:
<div></div><div><b>
Compensation</b><b>: </b>$20.00 Hourly - <i>Incentive raises earned for learning key skills!</i></div><div><b>
Service Center Hours of Operation: </b>Monday through Thursday 8:30 AM - 5:00 PM and Friday 8:30 AM - 6:00 PM <i>Shifts are based around the hours of operation</i></div><div><b>
Position Type:</b> Full Time</div><div></div><div><br>
The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout the branch locations. Suncoast Credit Union advocates positively impact member experience and build lasting relationships. This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members. Additionally, this individual proactively seeks competency skill progression, fostering growth within the position.</div>
Responsibilities:
<ul><li>Greet and welcome members to the credit union branch providing excellent member service throughout interactions
</li><li>Identify ways to improve members&rsquo; financial life</li><li>
Present and advise members, or prospective members, about Suncoast Credit Union financial products and services to meet their financial needs</li><li>
Provide answers to members&rsquo; questions
</li><li>Solve problems regarding members&rsquo; financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party</li><li>
Conduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler&rsquo;s checks, and money orders
</li><li>Assess membership eligibility by interviewing prospective members</li><li>
Maintain knowledge of Suncoast Credit Union products and services, including features and benefits</li><li>
Open deposit account</li><li>
Perform account changes, reconciliations, and error resolution
</li><li>Implement credit union policies and procedures regarding teller transactions</li><li>
Verify deposits, withdrawals, loan payments, and account balance amounts</li><li>
Obtain proper identification and endorsements
</li><li>Verify signatures, maintain proper check approval and cash drawer limits</li><li>
Balance cash drawer at the end of day</li><li>
Maintain an accurate teller balancing record</li><li>
Secure negotiable items and confidential records
</li><li>Assist with servicing ATM, night drop vault, coin machine, and CDM</li></ul>
Qualifications:
<ul><li>High school diploma or equivalent</li><li>
1+ year of experience with a financial institution or similar customer service role <i>(Attainment of a bachelor&rsquo;s degree may be substituted for previous work experience)</i>
</li><li>General math proficiency to balance cash drawer, audit own work, and reconcile accounts
</li><li>Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
</li><li>Must be able to maintain a high level of confidentiality</li></ul><div><b>
Skills</b></div><ul><li>
Customer Service</li><li>
Data Science</li><li>
Sales</li></ul><p><b>
Physical Demands</b></p><div>
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 essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 25 pounds. Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hours.</div><div></div><div><b><br>
Safe Act Statement</b></div><div>
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration on an annual basis, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.</div><div></div><div><b><br>
Benefits
</b></div><ul><li><b>Financial Well-Being: </b>Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts</li><li><b>
Wellness: </b>Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage</li><li><b>
Work-Life Balance: </b>11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO</li><li><b>
Community Involvement: </b>Paid Volunteer Hours</li><li><b>
Growth:</b> Degree Assistance up to $5,000 per year</li></ul><p><i>
For more information, including additional benefits, please visit our benefits website at </i><b>https://careers.suncoastcreditunion.com/benefits</b></p><div></div><div><b><br>
Company Overview
</b></div><p>Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.</p><p><i>
For more information, please visit our careers site at </i><b>https://careers.suncoastcreditunion.com/</b></p></div>

Branch Customer Representative

Ascend Federal Credit Union

<div>ABOUT US:
<div>
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 250,000 members from 28 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union&rsquo;s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.</div>
WHAT WE OFFER:
<div>
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union&rsquo;s commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend&rsquo;s vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2026).</div>
WHAT YOU WILL DO EVERYDAY:
<div>
Under the direction of the Branch Manager, develop new business through the promotion of Credit Union services to new and existing members. Create a positive member experience by ensuring that members receive high quality and courteous service in all interactions. Uncover member needs when opening and modifying all account types including: certificates, IRAs, Coverdell, HSAs, etc., originating and processing consumer loans, and when assisting members with other miscellaneous requests or services. Serve in capacity of teller and receptionist as needed.</div>
HOW YOU WILL MAKE AN IMPACT :
<div>
Member Service:</div><ul><li>
Provide consistent, courteous and personal service to members. Communicate with all AFCU members, employees and staff in a friendly, professional manner.</li><li>
Analyze member needs, match products/services to maximize member relationships with the credit union with an effort to increase member wealth, knowledge and financial stewardship.</li><li>
Open consumer account types, youth, certificates, IRAs, Coverdell, HSAs, etc. and explain various accounts and ownership options. Prepare necessary documentation and complete transaction.</li><li>
Demonstrate the use of automated services (includes: ITM orientation and troubleshooting, Online Banking, Bill Pay and ATM assistance as needed) to new and existing members in order to increase the percentage of members oriented to automated services.</li><li>
Open new accounts, revise existing accounts, complete direct deposit requests and internal transfers, and update the account accordingly.</li><li>
Complete in-house Certified Credit Union Financial Counselor program. Provide financial counseling to members as needed.</li><li>
Obtain documentation for business account requests and refer account to business account specialists.</li><li>
Recognize and refer mortgage leads to the mortgage department.</li><li>
Complete transactions such as deposits, withdrawals, loan payments, check cashing, cash advances, cashier's checks, VISA gift/travel money cards and US Savings bond redemption for the member as appropriate.</li><li>
Investigate member account problems or complaints and make determinations on refunding fees and charges; provide your recommendations to the Branch Manager as warranted by the circumstances.</li><li>
Rent safe deposit boxes, complete initial documentation and collect initial rent payment, allow member access to safe deposit box as assigned by the manager. &bull; Issue instant issue cards via card wizard instant issue system.</li><li>
Perform all maintenance to accounts after opening, order/reorder member checks, wires, process stop payment requests, process fraud/theft claims, order copies of member records, close accounts.</li><li>
Make outbound calls.</li><li>
Provide notary and/or signature guarantee services.</li><li>
Properly process all requests utilizing all automated systems of the credit union.</li><li>
Accept garnishments and levies as served and submit for processing, if approved by the manager.</li></ul><div></div><div><br>
Organizational Goals:</div><ul><li>
Responsible for specific, measurable branch goals for deposits, loans, debt protection, GAP and MMP.</li><li>
Responsible for cross offering services and making referrals for goal attainment based on the credit union&rsquo;s strategic plan.</li><li>
Assist with business development contacts that may include onsite visits to potential and existing SEGs.</li><li>
Refer potential SEGs to marketing for follow up.</li></ul><div></div><div><br>
Loan Service:</div><ul><li>
Interview consumer loan applicants, explain loan options, rates, terms, and collateral requirements, prepare all necessary documents, obtain employment and upload proof of income, obtain credit report &ndash; assess member needs and cross-sell credit union services based on business that can be obtained from the credit report and from member cues, finalize loan and disburse funds. Effectively communicate with underwriters who decision loans.</li><li>
Properly notify member of loan decisions, follow-up on any approved loan to assure disbursement, including closing of approved Home Equity Lines of Credit. Maintain up-to-date knowledge of all aspects of the credit union&rsquo;s loan products including origination and closing rules and regulations for Home Equity Lines of Credit. Communicate with underwriters who decision AFCU equity loans regarding particulars of each application</li><li>
Communicate with all AFCU members, employees, and staff in a friendly, professional manner.</li><li>
Build successful long-term relationships with members by increasing use of credit union services.</li><li>
Explain the different services and the benefits of each.</li><li>
Complete paperwork for loan changes and submit for approval.</li><li>
Consistently offer the credit union&rsquo;s ancillary products on all eligible loan requests, allowing the member the opportunity to purchase additional protection for their loan.</li></ul><div></div><div><br>
Teller Services:</div><ul><li>
Perform teller duties as required or directed.</li><li>
Must be able to perform all daily teller duties including opening, closing and balancing the branch accurately.</li><li>
Consistently deliver quality member service and be a role model for new employees.</li><li>
Observe all safety and security policies and procedures, must possess a strong knowledge of all teller policies and procedures.</li><li>
Recognize member needs and recommend appropriate credit union products and services.</li><li>
Balance a cash box, cash dispense machine, recycler or branch vault as assigned.</li></ul><div><br>
Quality Control:</div><ul><li>
Responsible for maintaining attention to detail to ensure accuracy of work.</li><li>
Timely audit and examination of individual work produced is required. Resolve errors in a timely manner.</li><li>
Identify and communicate to the Branch Manager any product or service-related issues or improvements which would result in higher quality services for the members or improved financial control for the credit union.</li><li>
Maintain adherence to all credit union policies, procedures and regulatory requirements, while demonstrating professional service skills and financial integrity.</li><li>
Complete all required regulatory training annually and any additional assigned training in a timely manner.</li><li>
Assist in opening/closing security procedures of credit union offices.</li></ul><div>
Other:</div><ul><li>
Read all internal publications including HUB and Possibilities.</li><li>
Perform other duties as required or assigned.</li></ul><div>
Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.</div>
WHAT YOU WILL NEED TO SUCCEED:
<div>
Education</div><ul><li>
High School Diploma or equivalent is required</li><li>
Associate's Degree or specialized financial services training is preferred</li><li>
Obtain the Certified Credit Union Financial Counselor (CCUFC) designation by passing the CUNA Financial Certification Program (FICEP) exam</li></ul><div>
Work Experience</div><ul><li>
1-3 years minimum of one year customer service experience is required</li></ul><div>
Knowledge, Skills, and Abilities</div><ul><li>
A high level of interpersonal skills to conduct productive interviews with loan applicants and cross sell credit union services to the membership.</li><li>
Excellent verbal and written communication skills to communicate professionally.</li><li>
Must present a friendly and professional manner toward members. Maintain a professional work environment and businesslike appearance.</li><li>
Ability to identify, evaluate and resolve member financial needs.</li><li>
Knowledge of risk management and loss prevention.</li><li>
Must be an accurate typist.</li><li>
Must be accurate in all transactions, including cash handling.</li><li>
Ability to organize and prioritize work with minimum supervision.</li><li>
Working knowledge of computer programs including Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, IRA Service Center Software and the internet.</li><li>
Must be able to operate or have ability to be trained to operate related office equipment including Biometric SDB Access, calculator, cash dispense machine, laser printer, receipt printers, coin and currency counters, cash recycler, coin scan machine, computer terminal (PC), multifunction copier, check/ID scanner, VISA instant issue machine, cash advance machine and telephone.</li><li>
Regular and reliable attendance is required.</li></ul>
CONNECT WITH US:<p></p><p><br>
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Ascend Federal Credit Union is an Equal Opportunity Employer.</div></div>

Charlotte Financial Services Officer

Prosperity Bank

<div></div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><b>External Applicants: Please apply through Prosperity Bank's Career Center at </b>https://www.prosperitybankusa.com/Careers<b>.</b><b> Applying through any other source may prevent Prosperity from receiving your application.
</b><div><b>Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.</b></div><div><b>
Prosperity Bank is an Equal Opportunity Employer.</b></div><div></div><div><div><div><div><b><br>
POSITION PURPOSE</b></div><div></div><div><br>
Responsible for performing a broad variety of financial services as needed at multiple locations including teller functions, (deposits, withdrawals, loan payments, cashiers&rsquo; checks, money orders, and cash advances), Customer Service functions (opening and closing accounts, renewing certificate accounts, and assisting customers with bookkeeping and checking account problems, answer customer questions regarding Bank services provided and performs a variety of account maintenance), and Customer Advocate functions (courteously and promptly resolves customer questions or problems, assists customers with all telephone inquiries regarding bank accounts and bank services, completes appropriate documentation to complete customer transactions).</div><div></div><div><br>
Cross sells services as required. Responsible for providing excellent customer service and maintaining strong professional relationships.</div><div></div><div><b><br>
ESSENTIAL FUNCTIONS AND BASIC DUTIES</b></div><div></div><div><b><br>
Assumes responsibility for the effective and professional performance of financial service functions.</b></div><ul><li>
Presents and explains Bank services and products to clients and assists in meeting their financial needs including the following: opening, closing and maintaining all checking, savings, time deposits, IRA&rsquo;s, safe deposit boxes and savings bonds</li><li>
Answers questions and solves problems for clients by listening to problems, collecting data, securing answers.</li><li>
Assists clients with disputes involving Bank online, Master Money, ATM services or deposit accounts.</li><li>
Tele-consulting</li><li>
Meets goals set on scorecard</li></ul><div><b><br>
</b></div><div><b>Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.</b></div><ul><li>
Represents the Bank in a courteous and professional manner.</li><li>
Receives deposits in person or by mail.</li><li>
Receives loan payments in person or by mail. Properly computes interest.</li><li>
Processes cash advances, travelers&rsquo; checks, cashiers&rsquo; checks, money orders, government bonds, and similar transactions.</li><li>
Disburses cash or check withdrawals in person, by telephone, or by mail.</li><li>
Processes transfers.</li><li>
Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day.</li><li>
Receives and processes payroll deduction starts, stops, and increases.</li><li>
Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.</li><li>
Has no more than one proof error within a 30-day period</li><li>
Follows Teller procedures consistently</li></ul><div></div><div><b><br>
Assumes responsibility for the effective and professional performance of financial service functions in the Call Center. (Lubbock Division only)</b></div><ul><li>
Assists customer with all inquiries involving checking, savings, certificates of deposit, IRA, loan, business, and trust accounts.</li><li>
Performs file maintenance and account changes as needed.</li><li>
Assist customers with Bank on Call, Bank online, and Debit/Tillie card services.</li><li>
Performs research needed to resolve customer account issues.</li><li>
Maintains files for each customer assisted.</li><li>
Researches and resolves problems with customer accounts.</li><li>
Meets goals set on scorecard</li><li>
Other duties include working with wire transfers, interest rate inquiries, safe deposit boxes, error resolution, deceased customers, lost or stolen account related items or information and forged or fraudulent activity, and teller services</li></ul><div></div><div><b><br>
Assumes responsibility for establishing and maintaining effective, professional business relations with customers.</b></div><ul><li>
Ensures that customers' requests and questions are promptly resolved.</li><li>
Operates online teller terminal. Provides in person, by telephone, or by mail, information that customers may authorize concerning their account status.</li><li>
Receives and processes new customer accounts and changes to existing accounts.</li><li>
Receives and processes changes of name, addresses, and other account information as needed.</li><li>
Maintains privacy of customer account information.</li><li>
Ensures that the Bank's quality reputation is maintained and projected.</li></ul><div></div><div><b><br>
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.</b></div><ul><li>
Assists area personnel as required.</li><li>
Keeps supervisor informed of area activities and significant problems.</li><li>
Completes required reports and records accurately and promptly.</li><li>
Attends meetings and training classes that may be held on weekday, evenings, and/or Saturdays</li></ul><div></div><div><b><br>
Assumes responsibility for related duties as required or assigned.</b></div><ul><li>
Actively and professionally cross sells Bank services.</li><li>
Performs related clerical duties as needed.</li><li>
Ensures that work area is clean, secure, and well maintained.</li><li>
Performs research and NSF duties as needed.</li></ul><div></div><div><br>
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.</div><div></div><div><b><br>
PERFORMANCE MEASUREMENTS</b></div><ul><li>
Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.</li><li>
Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained.</li><li>
Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved.</li><li>
Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities.</li><li>
Required reports and records are accurate, complete, and timely.</li><li>
Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services.</li><li>
The Bank&rsquo;s professional reputation is maintained and conveyed.</li></ul><div></div><div><b><br>
QUALIFICATIONS</b></div><div><b>
Education/Certification:</b></div><div>
High school graduate or equivalent.</div><div></div><div><b><br>
Required Knowledge:</b></div><div>
Understanding of Bank operations preferred.</div><div></div><div><b><br>
PROFICIENCIES:</b></div><div>
Mentor Program</div><div>
All required training and webinars in 90-day plan</div><div>
GS3 Program</div><div><b>
 </b>Precision</div><div>
Integrated Teller &ndash; Advanced functions (split, cash advance, CC, etc.)</div><div>
CTR/MIL understanding</div><div><b>
 </b>IVIEW</div><div>
Product Knowledge</div><div>
SCO</div><div>
ATM Balancing</div><div>
WITS/Wires &ndash; min. domestic</div><div>
Risk Management Skill</div><div>
Dual Control</div><div><br>
</div><div><b>Experience Required:</b></div><div>
At least one year of related experience/cash handling required.</div><div>
Previous Teller experience preferred.</div><div><br>
</div><div><b>Skills/Abilities:</b></div><div>
Good communication skills.</div><div>
Professional appearance, dress, and attitude.</div><div>
Good math skills.</div><div>
Good typing skills.</div><div>
Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin, and money counting machines, and telephone.</div><div></div><div><b><br>
TRAVEL REQUIREMENTS:</b></div><div>
Regular travel to branch locations within the division (includes out of town travel)</div><div>
Dependable transportation</div><div>
Overnight or multiple night stays in some out-of-town locations.</div><div>
Any mileage driven outside a 25-mile radius of associates home or designated base location will qualify for reimbursement in accordance with the Banks Mileage Allowance Policy.</div><div></div><div><b><br>
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION</b></div><div><b>
TALKING:</b><b>
</b></div><div>Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.</div><div></div><div><b><br>
AVERAGE HEARING:</b><b>
</b></div><div>Able to hear average or normal conversations and receive ordinary information.</div><div></div><div><b><br>
FINGER DEXTERITY:</b></div><div>
Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together.</div><div></div><div><b><br>
REPETITIVE MOTION:</b><b>
</b></div><div>Movements frequently and regularly required using the wrists, hands, and/or fingers.</div><div></div><div><b><br>
AVERAGE VISUAL ABILITIES:</b></div><div>
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.</div><div></div><div><b><br>
PHYSICAL STRENGTH:
</b></div><div>Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.</div><div>
No hazardous or significantly unpleasant conditions (such as in a typical office).</div><div></div><div><b><br>
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION</b></div><div><b>
REASONING ABILITY:</b></div><div>
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.</div><div></div><div><b><br>
MATHEMATICS ABILITY:
</b></div><div>Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs.</div><div></div><div><b><br>
LANGUAGE ABILITY:</b></div><div>
Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate;</div><div>
And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.</div><div>
Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.</div><div>
Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br>
<div></div>
Monday - Friday: 7:45AM - 6:15PM. Saturday: 8:45AM - 12:00PM (rotating).<br>
40 hours</div>

Floater Teller (Full Time) - OKC, I-240

Pelican Credit Union

The Teller is responsible for greeting all members when they enter the branch and assisting them with their financial needs. This is a front-line role responsible for delivering outstanding service and support to members through various channels, including in-person, by phone, and through text and digital messaging. This position performs a variety of financial transactions and supports both lobby and teller operations. Our ideal candidate has a positive, can-do attitude, and is a problem-solver with strong cash-handling and member service skills. Additionally, the candidate should be comfortable in a sales environment and be able to meet monthly sales goals.
<br><br>
<b>A DAY IN THE LIFE OF A TELLER INCLUDE:</b><br>
<ul>
<li>Serving as a member experience concierge for members entering the branch and coordinating lobby flow.</li>
<li>Performing routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.</li>
<li>Assisting members in the opening and closing of accounts.</li>
<li>Balancing the teller drawer at the end of the day.</li>
<li>Supporting ITM (Interactive Teller Machine) operations and serving as a knowledgeable resource.</li>
<li>Promoting and cross-selling Pelican products and services to members to fit their financial needs.</li>
<li>Performing other job-related duties as assigned.</li>
</ul>
<b>TELLER SKILLS AND QUALIFICATIONS INCLUDE:</b><br>
<ul>
<li>Minimum of 1 year of continuous job experience.</li>
<li>A High School Diploma or equivalent.</li>
<li>Excellent oral, written, and telephone communication skills.</li>
<li>Strong problem-solving and member service skills.</li>
<li>Working knowledge of Microsoft Office products, especially Word, Excel, and PPT.</li>
</ul>
<b>OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:</b><br>
<ul>
<li>Work Schedule</li>
<li>Monday – Friday</li>
<li>8:30 am – 5:15 pm</li>
<li>Travel</li>
<li>Travel is not necessary for this position.</li>
<li>Work Site Location</li>
<li>All work will be performed at our Mid-City Branch at 450 N Lobdell Blvd, Baton Rouge, LA 70806.</li>
</ul>
WHY SHOULD YOU JOIN THE PELICAN TEAM?
<br>Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 78,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.
<br>Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skill sets. We believe our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.
<br><br>
<b>Our full-time employees enjoy amazing benefits including:</b><br>
<ul>
<li>Medical, Dental, and Vision Insurance with generous employer premium contributions</li>
<li>Health Savings Account contributions for eligible employees</li>
<li>Employer-Paid Life Insurance</li>
<li>Paid Vacation & Sick Leave</li>
<li>15 Paid Holidays each year, which includes a Cultural Floating Holiday</li>
<li>401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment</li>
</ul>
Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.

Teller

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