Lead Teller/Head Member Services Representative Job at AAC Credit Union

AAC Credit Union Spring Lake, MI 49456

Celebrating our 85th year, AAC Credit Union is a 5-Star Rated Credit Union. We are proud to be in the Top 200 in the nation for financial health and one of the Top Three Credit Unions in West Michigan. Come be a part of a fun work environment with employee appreciation perks and events, stability and a supportive team!

POSITION SUMMARY

In addition to fulfilling the role of a Member Advisor I, the Lead has the responsibility of setting the example of excellent service in person and by phone. The Lead supports the frontline as a knowledgeable go-to and assists with coaching and training staff to excellence.

Team Role/Skills for Success:

This is not a complete statement of all duties, responsibilities and performance measurements. It contains the facts necessary to evaluate the position fairly.

· Member Service: Provides the highest level of member service setting the example for member advisors. Is knowledgeable in all AAC products and services and is capable of opening all member account types. Ensures that excellent member service is delivered to every member.

· Account Transactions: Performs banking transactions with minimal error such as deposits, loan payments, withdrawals, cashing checks, etc. In person (lobby/drive thru), by telephone, or by mail. Is well versed in banking procedures and adheres to policy. Competent with computer technology.

· Sales:Builds relationships with members by listening to member needs and regularly suggesting products and services that will help them. Always listens for opportunities to cross-tell. Knowledgeable in credit union products and services and the benefits of each. Participates in credit union promotions.

· Cash Drawer Maintenance: Accurately maintains a cash drawer that is used to make banking transactions. Assists Member Advisors with drawer balancing, monitors overages/shortages reporting concerns to the Branch Manager.

· Cash Management: Manages daily vault activities (balancing/transfers), may order cash, maintains drawer limits and assists with ATM cash and maintenance.

· Training/Team Support: Assists with Member Advisor training, acts as trainer/mentor to new hires, serves as the first line ‘go-to’ for procedural and product information. Maintains workflow at service counter. May have assigned daily reports, duties to support branch function.

· Branch Growth/Team Member: Participates as a team in promotions and pursues branch growth and goals. Displays a positive, helpful attitude toward team mates. Is a dependable team mate, arrives on time and is ready to help members.

· Professionalism: Interacts with members and co-workers in a professional manner, represents the credit union in a positive manner, displays coachable attitude, remains calm and confident in stressful situations.

Physical Demands:

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 will be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand and sit for periods of time, walk, use hands and fingers to handle money/devices/office machinery, reach, bend, stoop, lift, speak on telephone and in person, hear on telephone and in person, see up close and at a distance, view computer screens.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • AD&D insurance
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid sick time
  • Paid time off
  • Vision insurance

Experience level:

  • 1 year

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday
  • Weekend availability

Ability to commute/relocate:

  • Spring Lake, MI 49456: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person




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