a position in our Wakefield Branch – and we're looking to speak to some dynamic, talented individuals about joining the Navigant family. Navigant Credit Union has long been recognized as one of Rhode Island's premier Credit Unions. Established in 1915, we have served generations of satisfied members with our focus on providing customer service unmatched in the industry.
We offer medical, dental and vision coverage for you and your dependents, life and disability insurance plans, a 401K program with company match and time off benefits to promote work/life balance; on-site banking at our corporate office in addition to our other 21 branches. Navigant Credit Union promotes good health and
wellness by providing all employees free access to an on-site fitness center. As a growing organization, we offer opportunities for advancement as well as tuition assistance and training to position our employees to succeed.
These are just some of the benefits of a career with Navigant Credit Union. If you believe you have what it takes and are interested in joining our team of financial services professionals, we want to hear from you! GENERAL SUMMARY 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.
MAJOR RESPONSIBILITIES 1. Maintains security and compliance with Credit Union Security Plan. 2. Serves as vault custodian (buys/sells cash as needed) and balances and troubleshoots ATM and cash recycler. 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. Balances the branch at the close of each business day, which includes assisting tellers to resolve balancing discrepancies.
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.
Schedules, trains and delegates duties to tellers. Monitors teller performance by completing quarterly " Member Experience" evaluations and coaches tellers on the spot and during one on one meetings. Acts as the NCU Financial Branch Champion: qualifying referrals and scheduling appointments with Financial Advisors, coaching team members, motivating branch staff to meet goals, and scheduling call nights when necessary. Partners with Branch Management Team to conduct morning huddles, weekly meetings, branch campaigns, etc. Assists Branch Management with performance management, disciplinary actions, and employee evaluations.
Participates in the hiring process by screening resumes, interviewing candidates and providing feedback to management on potential Teller new hires. Originates, underwrites and closes Consumer Loans offered by the Credit Union. QUALIFICATIONS: Education High school diploma or equivalent (GED) education required. Experience/Skills/Knowledge: 1. Preferred: Minimum 3 years previous experience as an Assistant Head Teller/Teller/MSR. Demonstrated knowledge of CU policies and procedures.2. Excellent verbal, written, telephone and interpersonal communication skills.
Must possess a strong service orientation and willingness to sell products and services.3. Excellent organizational, analytical and problem-solving skills.4. PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.5. 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: In terms of physical requirements, this position requires work best described as: __ Sedentary __ Light X Medium __ Heavy __Very Heavy 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
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, submit an application today! ABOUT THE ROLE: Under general supervision, but following established policies and procedures, provides a variety of teller activities such as processing savings account, checking account, and loan transactions; cashing checks, and a variety of other transactions. Deliver exceptional
customer service, aligned with the Credit Union's core values and mission statement.
Responsible for providing quality member service, cross-selling the Credit Union's products and services, balancing each day's transactions and verifying cash totals. 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 the Credit Union's products and services. WHAT YOU WILL DO: MAJOR RESPONSIBILITIES (in descending order of importance) 1. Processes all transactions for members including deposits, withdrawals, loan payments, cash advances and transfers.
Disburses money orders and cashier checks. Balances each day's transactions and verifies cash. Locates and notifies Head Teller of discrepancies. Receives checks and cash for deposit in savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and processes transactions via on-line teller terminal. Cashes checks and pays money from savings and checking accounts upon verification of signatures and member account balances. Inspects all checks, drafts, money orders, savings withdrawals, and so forth to determine their negotiability.
2. Proactively engages in conversations with members to discover member needs and refers and cross-sells products and services to meet member needs. Directs members to appropriate person/department. Achieves individual referral goals. Gives prompt, efficient, and accurate service 3. Assists members with payroll and direct deposit questions. Assists with EFT changes. Processes name and address changes. Accepts and processes check orders and direct deposit forms. May process requests such as opening of new checking /savings accounts, direct deposits, ATM/VCC cards, CDs, Money Markets, and additional services.
4. Scans checks processed daily. Verifies accuracy and balances transactions. Assists with the bagging of coin. 5. Prepares individual daily settlement of teller cash and other transactions bringing cash drawer and settlement sheets into balance. Locates and corrects discrepancies. 6. Utilizes tact and experienced-based knowledge to resolve member (internal and external) problems by explaining specific policies and products. Represents the Credit Union in a professional manner while maintaining positive member relations. 7. Answers questions concerning services provided by the Credit Union.
Performs a variety of account maintenance functions. Ensures that all information given and/or transactions processed follow Credit Union or regulatory policy/procedure. 8. Assists in the training of new tellers as needed. May float from one branch to another. 9. Performs other Teller, Greeter and Clerical duties as assigned by the Head Teller, Assistant Manager and/or Branch Manager. QUALIFICATIONS : Education High school diploma or equivalent (GED) education required. Experience/Skills/Knowledge: 1. Minimum 6 months previous cash handling experience preferred.
2. Ability to learn Credit Union policies and procedures and products and services. 3. Excellent verbal, written, telephone and interpersonal communication skills. 4. Must possess a strong service orientation and willingness to sell products and services. 5. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. 6. Excellent math ability and attention to detail. 7. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc. Ability to lift minimum 25 lbs (i.
e. coin bags & trays). Some travel required. GENERAL DESCRIPTION: In terms of physical requirements, this position requires work best described as: Medium PHYSICAL TASKS: Standing/Walking - Constantly 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 and figures and computer screens.
-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
