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Customer Service Representative / Teller - Financial Services (Full Time)

County City Credit Union
Jefferson, WI Full Time
POSTED ON 2/15/2025
AVAILABLE BEFORE 4/14/2025

MEMBER SERVICE SPECIALIST / TELLER
County-City Credit Union

Department: Member Service
Hours: 8:00 AM – 5 PM (Plus some Saturdays 8:00 AM – 11:30 AM)
Report To: Member Service Supervisor
Status: Full-Time

Primary Role: Ensure members consistently receive exceptional member service that is in compliance with all applicable rules, regulations, and credit union established policies and procedures.

Major Responsibilities:

  • Promptly answer all telephone calls and, if necessary, forward to appropriate team member
  • Cheerfully greet members immediately when they enter the credit union
  • Provide consistently accurate, professional, courteous and friendly member service
  • Handle all member inquiries and transactions accurately and efficiently, including: In-Person inquiries, deposits, withdrawals, transfers and loan payments; Mailed deposits and payments; Night Drop deposits and payments; Phone inquiries and transfers; Setting up payroll distributions, ACH distributions, and Automated Funds Transfers; Issuing Cashier’s Checks and Money Orders; Processing miscellaneous transactions (Cash Advances, Postage Sales, Ticket Sales, etc.)
  • Recommend products and services to members based on their unique needs and financial goals.
  • Responsibly manage, secure, account for, and balance funds in cash drawer daily.

Additional Responsibilities:

  • Make recommendations to supervisor for enhancing service to members and/or implementing innovative new programs, services, procedures and operations.
  • Miscellaneous typing, filing, and other clerical duties
  • Other duties as assigned by supervisor

General Expectations:

  • Complying with all applicable state and federal regulations
  • Complying with all credit union policies and procedures
  • Keeping all member business and CCCU security matters strictly confidential
  • Maintaining positive working relationships with all members of the CCCU team
  • Ensuring all interactions with members are prompt, cheerful, proficient, discreet, diplomatic and leave the members feeling glad they interacted with you
  • Make sure credit union resources are used prudently
  • Promoting and portraying the credit union and all credit union products and services in a positive manner

Job Type: Full-time

Expected hours: 36 – 40 per week

Benefits:

  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Opportunities for advancement
  • Paid sick time
  • Paid time off

Schedule:

  • Day shift
  • Monday to Friday
  • Weekends as needed

People with a criminal record are encouraged to apply

Work Location: In person

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