Universal Teller
HFCU Financial Services, LLC
JOB DESCRIPTION
JOB SUMMARY
As the face of Highmark Credit Union, the Universal Teller I delivers exceptional member experiences by handling financial transactions with accuracy, professionalism, and care. This role goes beyond processing transactions—it focuses on building trusted relationships, identifying member needs, and connecting members with products and services that enhance their financial well-being.
Our Mission is “To educate and inspire our Highmark family so that all can achieve success.” The Universal Teller I plays a key role in bringing this mission to life by ensuring every interaction is welcoming, educational, and solutions-driven.
ESSENTIAL FUNCTIONS
- Greet and engage members warmly, ensuring a professional and positive first impression.
- Process a wide range of financial transactions, including deposits, withdrawals, loan payments, transfers, cashier’s checks, and money orders.
- Accurately balance cash drawer daily while maintaining strong attention to detail and compliance with policies.
- Actively listen to member needs and recommend credit union products and services that improve their financial lives.
- Support members with service requests such as stop payments, wire transfers, and address changes.
- Demonstrate strong product knowledge to cross-sell and refer members to specialized staff when appropriate.
- Maintain confidentiality, comply with all regulatory and policy requirements, and safeguard member information.
- Contribute to a clean, organized, and professional work environment.
- Participate in training and meetings to stay current on policies, products, and procedures.
- Perform additional duties as assigned to support the success of the team and organization
PROFESSIONAL BEHAVIOR
- Deliver on service commitments to both members and colleagues.
- Demonstrate teamwork, professionalism, and respect in all interactions.
- Value diversity and inclusivity, treating everyone with dignity and fairness.
- Be proactive, self-directed, and solutions-oriented in serving members and supporting the team.
- Uphold a professional image and presence that reflects the values of Highmark Credit Union.
PHYSICAL DEMANDS / WORK ENVIRONMENT
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position is sedentary with some standing and talking required. Employee must be able to talk and hear and must be able to lift up to 10 pounds.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MINIMUM QUALIFICATIONS
- High School Diploma or GED.
- Minimum 6 months of cash handling or transaction-related experience.
- Basic knowledge of financial services and standard business practices.
- Strong analytical, problem-solving, and communication skills.
- Ability to learn and apply regulatory, legal, and policy requirements.
- Must pass required background check.
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