Solutions Advisor / Teller II

IC Federal Credit Union • Ayer, MA

2d • Onsite

About The Position

Reporting to the Solutions Manager, the Solutions Advisor II is responsible for providing exceptional support to credit union members and prospective members within the assigned branch and its community.

As a key member of the branch banking team, the Solutions Advisor II will efficiently and accurately process banking transactions such as account inquiries, deposits, withdrawals and payments, as well as proactively explore needs and build member relationships by facilitating platform transactions, such as deposit account opening, account maintenance and activation of digital banking services; in line with IC’s member service standards.

Requirements

• High school education or equivalent and a minimum of one (1) to three (3) years’ experience in a cash handling, sales, or service-based role.
• Excellent written and verbal skills. Basic computer and technology skills.
• Ability to effectively interact with and support the financial needs of members and prospective members, with a focus on delivering exceptional member-first experience.

Responsibilities

• Provides efficient, accurate and courteous service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks and responding to member inquiries.
• Managing a cash drawer, counting currency, and balancing at the end of the shift to resolve discrepancies
• Follows procedures to verify and record customer identities, and aid in identifying fraudulent activity.
• Facilitates personal and business account opening and assists members with support and maintenance on existing account relationships, with a focus on delivering exceptional member service.
• Resolve member inquiries, or services via phone or in-person, and provide professional, welcoming experience.
• Processes assigned branch administrative tasks including processing night drops, scanning documents, preparing official checks, and maintaining organized records.
• Maintains updated knowledge regarding the Credit Union’s products/services and proactively recommends appropriate solutions based on member needs. Supports branch in growing IC’s membership base and deepening existing member relationships.
• Demonstrates and engages members with IC’s digital banking tools, such as online and mobile banking, digital wallet enrollments and other ancillary digital solutions (e.g., bill pay, e-statements, card controls, P2P tools, etc.). Promote usage and adoption of self-service channels; highlighting convenience and benefits of omni-channel member experience.
• Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures.
• Uses established protocols and controls to ensure security and privacy is always maintained.
• Serves as an enthusiastic champion of all things brand and corporate culture. Models and supports the delivery of IC's Mission, Vision, and Core Values, with a focus on team member engagement and member experience. Represents the Credit Union in the communities it serves by participating in civic/community organizations in line with evolving market and community engagement strategies.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED