Texas Trust Credit Union
Universal Branch Associate
Texas Trust Credit Union, Arlington, Texas, United States, 76000
Role Responsibilities
Responsible for satisfying members' financial needs in the following areas while meeting individual, department and organization goals. Solve member problems, resolve transaction issues and help with complex work-related matters. Perform all cash operation functions as needed and ensure a high level of accuracy in all financial transactions.
Generate and close high-quality leads across the product range while providing world class service to all our membersAssist members with requests for service as needed in cash operation services and financial servicesActively promote and sell the Credit Union's full line of financial services in person by asking appropriate questions, assessing member needs and offering alternative solutions; through auto loans, signature loans, lines of credit, credit cards, secured loansProcess and complete all account openings and closings including, but not limited to share, share draft, IRA's, business accounts, money markets, and Safe Deposit Boxes. Maintain proper security and exercise good judgmentPromote and sell credit life, credit disability, and all other ancillary loan productsRefer members to other line of business as needed: Investments, Insurance, MortgageGreet members with Texas Trust Way greetingPerform the following member transactions: add and remove joint owners, order checks, issue stop payments, debit cards, make adjustments to accounts (with parameters), ACH revocation, share and share draft payroll requests, wire transfers, gift cardsComplete and process member fraud request timelyNotarize documents as neededAssist the Manager in all areas of Teller operations including assigning work, answering questions, solving problems, and helping with complex transactionsServe as vault teller, to include ordering cash from the FED, verifying cash received, filling teller cash orders, maintaining vault security and balancing vault cash as requiredFully embrace and embody Texas Trust Core Values as listed abovePerform various other duties as assignedPresents a helpful and positive attitude, focusing on solutions and promoting a collaborative environment at all timesPractices and brings to life with the team our "Yes And... cultureComply with established regulations and law requirementsPerform various other duties as assignedRequirements
Required Experience
Six (6) months experience as a Teller or one (1) year experience with cash handlingGeneral knowledge of Windows OS and MS Office software is required.Skills, Education and/or Certifications Required
High School Diploma/GEDMinimum two (2) years college course work and or equivalent work experienceOne (1) year or more experience in a high paced sales environment with a track record of meeting and/or exceeding goalsSix (6) months customer service experienceHigh comfort level in utilizing computersProfessional written and verbal communicationAbility to recognize and proactively seek sales opportunities to meet set goalsDemonstrate problem-solving, teamwork abilities and the ability to be proactiveAbility to manage difficult situations with little supervisionMust be capable of working in a fast-paced environmentRequired to handle all member information in a confidential mannerAbility to work weekends and holidays, as neededBachelor's Degree in a business field preferredMultilingual verbal and written skills preferredPossess a strong work ethic and team player mentalityHighly developed sense of integrity and commitment to member satisfactionRequired to handle all member information in a confidential mannerProfessional written and verbal communications skills
Texas Trust Credit Union is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Responsible for satisfying members' financial needs in the following areas while meeting individual, department and organization goals. Solve member problems, resolve transaction issues and help with complex work-related matters. Perform all cash operation functions as needed and ensure a high level of accuracy in all financial transactions.
Generate and close high-quality leads across the product range while providing world class service to all our membersAssist members with requests for service as needed in cash operation services and financial servicesActively promote and sell the Credit Union's full line of financial services in person by asking appropriate questions, assessing member needs and offering alternative solutions; through auto loans, signature loans, lines of credit, credit cards, secured loansProcess and complete all account openings and closings including, but not limited to share, share draft, IRA's, business accounts, money markets, and Safe Deposit Boxes. Maintain proper security and exercise good judgmentPromote and sell credit life, credit disability, and all other ancillary loan productsRefer members to other line of business as needed: Investments, Insurance, MortgageGreet members with Texas Trust Way greetingPerform the following member transactions: add and remove joint owners, order checks, issue stop payments, debit cards, make adjustments to accounts (with parameters), ACH revocation, share and share draft payroll requests, wire transfers, gift cardsComplete and process member fraud request timelyNotarize documents as neededAssist the Manager in all areas of Teller operations including assigning work, answering questions, solving problems, and helping with complex transactionsServe as vault teller, to include ordering cash from the FED, verifying cash received, filling teller cash orders, maintaining vault security and balancing vault cash as requiredFully embrace and embody Texas Trust Core Values as listed abovePerform various other duties as assignedPresents a helpful and positive attitude, focusing on solutions and promoting a collaborative environment at all timesPractices and brings to life with the team our "Yes And... cultureComply with established regulations and law requirementsPerform various other duties as assignedRequirements
Required Experience
Six (6) months experience as a Teller or one (1) year experience with cash handlingGeneral knowledge of Windows OS and MS Office software is required.Skills, Education and/or Certifications Required
High School Diploma/GEDMinimum two (2) years college course work and or equivalent work experienceOne (1) year or more experience in a high paced sales environment with a track record of meeting and/or exceeding goalsSix (6) months customer service experienceHigh comfort level in utilizing computersProfessional written and verbal communicationAbility to recognize and proactively seek sales opportunities to meet set goalsDemonstrate problem-solving, teamwork abilities and the ability to be proactiveAbility to manage difficult situations with little supervisionMust be capable of working in a fast-paced environmentRequired to handle all member information in a confidential mannerAbility to work weekends and holidays, as neededBachelor's Degree in a business field preferredMultilingual verbal and written skills preferredPossess a strong work ethic and team player mentalityHighly developed sense of integrity and commitment to member satisfactionRequired to handle all member information in a confidential mannerProfessional written and verbal communications skills
Texas Trust Credit Union is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.