Bilingual Customer Service Representative (Teller)
COUNTY - CITY CREDIT UNION, Jefferson, WI, United States
County-City Credit Union is a trusted financial institution located in Jefferson, Wisconsin. Dedicated to serving the community, the credit union focuses on providing exceptional banking and financial services to its members. With a customer-centric approach, County-City Credit Union emphasizes building strong, lasting relationships with its customers. The organization prides itself on fostering a welcoming and inclusive environment for employees and members alike.
Role Description
This is a full-time, on-site role for a Bilingual Customer Service Representative (Teller) located in Jefferson, WI. Core responsibility is ensuring English- and Spanish-speaking members consistently receive exceptional member service that is in compliance with 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
Translating services 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 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
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This is a full-time, on-site role for a Bilingual Customer Service Representative (Teller) located in Jefferson, WI. Core responsibility is ensuring English- and Spanish-speaking members consistently receive exceptional member service that is in compliance with 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
Translating services 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 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
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