What are the responsibilities and job description for the Teller 1/ Concierge position at COASTHILLS FEDERAL CREDIT UNION?
SUMMARY
Under the supervision of the Branch Manager, the Member Services Officer-Concierge is responsible for overseeing the branch lobby area and greeting and assisting members and guests. Responds to a broad range of inquiries and requests from our members relating to CoastHills products and services and is given the tools to support and educate members on banking solutions and options available to them. Performs non-cash banking transactions as needed. Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
- Greets and assists members and guests in a vibrant, friendly, proactive and efficient manner with appropriate follow-up as necessary.
- Answers guest inquiries, answers and directs phone calls, coordinates lobby traffic and directs members and guests to the correct department or area.
- Serves as site liaison for all internal CoastHills departments.
- Provides services to members by performing non-cash banking transactions as directed by the Branch Manager, but primary responsibility will be lobby service.
- Has basic knowledge of Credit Union services and programs and directs guests to product experts.
- Proactively responds to members’ inquiries and requests using product knowledge.
- Assists members in completing forms and documents.
- Resolves member concerns in a timely manner.
- Maintains and replenishes inventory and stock of supplies, brochures, and collateral for members.
- Remains current on knowledge of Credit Union policies, procedures and services.
- Performs duties as assigned by management and may be assigned to work at any branch.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Six months relevant customer service and/or cash handling experience in a retail or banking environment preferred.
Certificates, Licenses and Registrations
None.
Knowledge
Basic knowledge of branch operational activities.
Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.
Completion of New Employee Orientation.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
