Position: Teller
Location: Tulsa, OK (on-site)
Employment Type: Full-Time Contract
Pay: $18 per hour
Description: This position is responsible for providing effective service to Credit Union members and potential members.
Responsibilities:
- Provide a variety of high-quality services such as cash and check transactions, membership enrollments and maintenance, traveler’s and gift card purchases, stop payments, issuing and ordering checks, payroll processing, and IRA’s.
- Assist with collection activities by reviewing delinquent accounts, contacting members when necessary, and recommending further action when necessary.
- Set up and maintain member accounts, including ordering checks/cards and resolving inquiries.
- Attempt to resolve any issues and problems with member accounts.
- Perform daily operational tasks such as cash balancing and error identification/correction.
- Manage inbound and outbound calls in a timely manner to provide accurate answers to their queries and concerns and de-escalate situations involving dissatisfied customers.
- Screen, verify and process various types of loan applications; set up terminated employees for direct payment of loans and check the loan register daily to be sure loans have been set up correctly.
- Run credit checks. Compare these to loan applications, ensuring all information is reported. Refer all loans to the appropriate person for continued processing. Notify members of declined loans.
- Perform various Credit Union clerical activities (e.g., preparation of bill payments; ordering supplies; typing letters; etc.)
- Respond to internal and external inquiries concerning Credit Union matters via phone, email, chat, regular mail and in person.
- Mitigate loss to credit union and member, by placing holds on accounts in accordance with Credit Union policy and procedures.
- Maintain all files examined annually by the Federal Examiner and Supervisory Committee.
- Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies, including confidentiality standards.
- Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested.
- Comply with applicable laws and regulations, and the credit union’s own policies and procedures.
- Comply with Bank Secrecy Act regulations.
- Other duties may be assigned.
- Complete required annual training courses.
Requirements:
- Experience in a banking environment, and/or Credit Union
- Clear and concise interpersonal, verbal and written communication skills
- PC proficiency to include Word, Excel, PowerPoint, Outlook, and Teams
- Detail oriented and a high level of confidentiality
- Superior customer service attitude
- Reliable and able to accommodate flexible work schedule
Preferred:
- Ten-key/calculator experience
- Customer service experience
- Financial software experience