Concierge/Teller
AI Summary
Greet and assist members with transactions, cross-sell credit union products, and maintain accurate records in a community-focused credit union environment.
About this role
Conciege/Teller
Public Service Credit Union – Fort Wayne, Indiana
About Public Service Credit Union - https://www.mypscu.com/apply-now/
Public Service Credit Union (PSCU) is Fort Wayne’s oldest credit union, proudly serving our community with integrity, compassion, and commitment for nearly a century. We believe that banking should be people-focused, service-driven, and built on genuine relationships, because when our members succeed, we succeed. If you're passionate about helping people and want to grow your career in a supportive environment, PSCU is an awesome place to work!
Pay Range: $16.11-$22.66 per hour
Note: Compensation is based on skills and experience. The upper end of the range is intended for candidates with 10+ years of relevant experience in comparable roles.
Key Responsibilities
Member Experience & Relationship Building
- Greet and welcome members in a courteous, professional, and timely manner.
- Build strong relationships with members and help guide them into a full relationship with PSCU.
- Provide comprehensive, prompt, accurate, and efficient member transactions.
Perform Member Transactions
- Receive share drafts/checks and cash for deposits to accounts, verify amounts, examine share drafts/checks for proper endorsement, and accurately enter deposits into computer records.
- Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures.
- Assist with mail or e-mail transactions, when available.
- Place holds on accounts for uncollected funds.
- Issue cashier checks, money orders, and CDs.
- Balance cash drawer at end of the shift and compare totaled amount to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. May help other Concierges or Tellers research and resolve discrepancies.
- Ensure that your workspace and the lobby are properly stocked with forms, supplies, brochures, etc.
- Assist members with the ITM machine to ensure they are able to use it effectively.
Cross Selling
- Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by Concierges. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
- Cross-sell credit union services such as debit cards, credit cards, loans, deposit products and on-line banking, or other promotional products where available.
Knowledge Requirements
- Strong interpersonal and relationship-building skills.
- Excellent communication and customer service abilities.
- Self-motivated with strong time management skills.
- Ability to identify sales opportunities and effectively recommend solutions.
- Flexible and adaptable in a small-team environment where responsibilities may shift based on organizational needs.
- High ethical and professional standards, particularly regarding member data confidentiality.
- Collaborative team player who works effectively across all levels and departments (
- Complete ongoing certification training to ensure subject-matter expertise and role proficiency.
- Maintain expert knowledge of all credit union products and services, including achieving a 90% or higher score on annual product knowledge assessments.
Education/Experience
- High School Diploma or equivalent required
- 1-2 years of customer or member service experience, required
- Comfort using technology and digital tools, required
- Experience with cash handling or basic financial transactions, required
Employee Benefits
- Medical, Dental, and Vision insurance
- Group life insurance
- 401(k) with employer match
- Paid time off + paid holidays
- Staff celebrations, rewards, and incentives
- Career development, training programs, and advancement opportunities
- A positive, mission-driven workplace culture
Why Join PSCU?
At Public Service Credit Union, you’re not just filling a role; you are becoming part of a community. You’ll be empowered to make a difference, build meaningful relationships, and help families achieve financial success. If you’re driven, friendly, and excited about growth, we’d love to meet you!
Skills
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