Job Description
Overview The Assistant Teller Manager/Universal Banker delivers a consultative, proactive, and member-focused banking experience by assisting with transactions, identifying financial needs and recommending appropriate solutions. This role supports overall teller operations, maintains accurate records and provides exceptional member experiences. This role is responsible for achieving sales and service goals while efficiently handling a wide range of service requests. The Assistant Teller Manager/Universal Banker is expected to maintain up-to-date knowledge of credit union products, security procedures, and internal controls to ensure compliance and safeguard member information. Responsibilities Member Support & Teller Service Proactively engage members in the lobby to understand their reason for visiting, assess financial needs, and provide positive, solution-focused interactions. Deliver accurate and professional service by assisting with financial transactions, maintaining proper records, and ensuring a safe and secure environment. Address member inquiries, resolve issues, and educate members on available banking channels, digital tools, and financial literacy topics such as budgeting, savings, and credit management. Open and service a variety of account types including savings, checking, certificates, and IRAs. Perform teller functions that include accepting deposits and payments, processing withdrawals, issuing official checks, and maintaining a balanced cash drawer. Authority to permit availability of funds for checks up to and including $10,000 without further approval. Sales, Relationship Building & Product Promotion Serve as a loan interviewer and processor by assisting members with applications, preparing documentation, and tracking loan status. Conduct file maintena