Virtual Services Teller

PenFed is hiring a Teller to work onsite at our Kingstowne branch located in Alexandria, Virginia. The primary purpose of this job is to assist with members service needs in form of selling of products, completing teller transactions, accurate balancing and performing additional operational duties. This position can also assist in the training of other branch employees. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist & Greet current prospective members in person or on the phone.

Evaluate needs of potential members and offers appropriate financial products and services.

Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions.

Utilize sales techniques to uncover member needs and match to the credit union products and services.

Assist and educate members on the use of PenFed Online (PFOL), mobile banking and other remote channels of banking. Prepare loan documents for review and disbursement as necessary.

Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations.

Maintain knowledge of PenFed policies and procedures.

Conduct quality assurance monitoring of documents to be sent to Member Records.

Provide input to and assists in the implementation of new marketing projects.

Maintain teller cash drawer limits within PenFed policies and procedures.

Balance cash drawer daily and prepares individual settlement sheets.

Maintain accurate records of deposits, withdrawals, official checks, POS, and share drafts.

Assist in training of new teammates.

Perform various Universal Representative (UR) responsibilities that may include, but not limited to, determining loan payoffs, cashes checks, furnishing loan and share balances, provide account numbers, and disburses share withdrawals after verifying proper identification.

Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.

High School Diploma or G.Minimum of one (1) year of superior customer service experience is required.

Teller experience is preferred.

Bilingual-Spanish preferred.

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

Ability to travel to various worksites due to coverage needs is required.

You'll have access to comprehensive health, dental, and vision plans; Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed.