Location: Westerly, RI
Company: Navigant Credit Union
credit unions in Rhode Island, yet still maintain our community-driven values. Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named " Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Our Core Values consist of " Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees. Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities
for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today! ABOUT THE ROLE: Under general supervision, but following established policies and procedures, provides leadership and direction to the Tellers. Delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Supervises
sales and service programs to ensure goals are communicated, met and improved.
Responsible for the efficient and effective delivery of products and services to members. Responds to questions and/or provides information upon request from members (internal and external). Processes requests/transactions, as appropriate. Assists members and potential members in understanding and utilizing Credit Union products and services. Provides such member services as opening new accounts, ordering checks, account maintenance, corrections, etc. Interviews and assists members complete loan applications, obtains pertinent loan information and prepares necessary paperwork to disburse loans.
WHAT YOU WILL DO: MAJOR RESPONSIBILITIES Maintains security and compliance with Credit Union Security Plan. Assists Head Teller with daily functions such as reviewing reports; processing ATM transactions; ordering and verifying cash shipments; verifying and balancing the vault, ATM and cash recycler; and balancing and closing the branch. Oversees the tellers, prepares schedules, responds to questions/concerns, and delegates work as needed. Overrides teller transactions based on authority within policy and procedure. Handles escalations and member complaints related to the Tellers' functions.
Conducts monthly/quarterly audits: card stock inventory, official checks and money orders, night deposit contracts, and surprise cash/check audits for tellers. Responsible for daily and monthly reports: overrides and teller differences. Performs teller transactions, both operational and sales oriented. Opens new member accounts and provides information to new and prospective members by explaining and cross-selling Credit Union products and services. Completes forms for opening and processing all types of accounts, including share, share draft, money market, certificates, IRAs, etc.
Maintains and services existing members' accounts: address changes, names changes, check re-orders, wire transfers, stop payments, etc. Monitors teller performance by completing quarterly " Member Experience" evaluations and coaches tellers on the spot and during one on one meetings. Provides input to Head Teller and Branch Management with performance management, disciplinary actions, and employee evaluations. Originates, underwrites and closes Consumer Loans offered by the Credit Union. QUALIFICATIONS: Education High school diploma or equivalent (GED) education required. Experience / Skills/Knowledge : Preferred: Minimum 3 years previous experience as an Assistant Head Teller/Teller/MSR.
Demonstrated knowledge of CU policies and procedures. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a strong service orientation and willingness to sell products and services. Excellent organizational, analytical and problem-solving skills. PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet. Ability to function in a financial institution branch environment and utilize standard office equipment, including but not limited to: PC, fax, copier, currency counter, money order encoder, telephone, etc.
Ability to lift a minimum of 25 lbs. (coin bags). Some travel required. GENERAL DESCRIPTION: PHYSICAL TASKS: Standing/Walking - Frequent Hearing - Ability to receive information through oral communication (face to face and telephone). -Continuous Talking - Expressing or exchanging ideas by means of the spoken word (face to face and telephone). -Continuous Reading - Ability to receive information through fax, e-mail, and text messages - Continuous AUDIO / VISUAL: Requires vision to perform work dealing with data, figures and computer screens.
- Continuous Requires ability to prepare and execute presentations, training programs, and seminars. - Continuous PSYCHOLOGICAL/MENTAL DEMANDS: Responds positively and productively to stressful internal (employee)/situations. - Continuous Assists others to work harmoniously and effectively as part of a work team. - Continuous Job Posted by Applicant Pro
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
