Truliant
Financial Services
Teller
Neural analysis suggests this role is
optimal for Entry candidates.
“Teller at Truliant. Skills: Member service, Financial transactions, Communication skills. Process financial transactions accurately and efficiently. Create a welcoming member environment”
What You'll Achieve.
Improve lives by putting members first; Provide great service and straightforward financial solutions; Fulfill mission of improving lives; Provide a foundation on which we conduct ourselves; Achieve branch service and sales goals
Industry & Context.
Basic problem resolution; Research and resolves minor account issues
Must be able to work in a general office environment, Must be flexible and able to shift resources and priorities as required, Must be able to complete all assignments with minimal supervision, Must have ability to work well under pressure in a goal-oriented environment, Frequent standing, walking, and bending required, Must be able to sit for occasional periods of time and use a computer, Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
What They're Looking For.
Must Have
Sound understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment, Excellent communication skills in English, both verbal and written, Good arithmetic skills, Advanced personal computer skills, Ability to understand all business processes within the Credit Union, Detail oriented and well organized, Ability to work in a general office environment, Flexible and able to shift resources and priorities as required, Able to complete all assignments with minimal supervision, Ability to work well under pressure in a goal-oriented environment, Commitment to providing excellent service to Truliant’s members, Frequent standing, walking, and bending required, Able to sit for occasional periods of time and use a computer, Moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Nice to Have
1-year related experience in the retail industry or financial services, Previous sales experience
What You'll Do.
Process financial transactions accurately and efficiently
Create a welcoming member environment
Adhere to Credit Union member service standards
Engage members to understand financial needs
Educate members on products and services
Assist members with convenience
Utilize member relationship tools
Contribute to branch service and sales goals
Maintain integrity and confidentiality
Ensure compliance with policies
Follow security and fraud prevention requirements
Research and resolve account issues
Adapt to changing business needs
Perform specialized tasks
Make outbound service calls
Use systems to set appointments
Log-in members for service
How You'll Work.
Communication Scope
Excellent communication skills in English, both verbal and written
Full Job Description
Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Teller is responsible for serving Truliant member-owners by accurately and efficiently performing financial transactions while providing every member-owner with exceptional service experience. The Teller works in a fast-paced and upbeat team environment that requires multitasking. The employee must engage in conversations with member-owners in order to identify, understand, and communicate ways that Truliant might help improve their financial lives. **Essential Functions and Responsibilities** * Accurately and efficiently processes transactions for members to help them manage their finances. Resolves discrepancies within allotted time as required. * Creates an environment where members feel welcome and rapport can be established. * Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including basic problem resolution. * Engage members in conversation to learn about their most important financial needs and goals. * Educates members on the various products and services available to meet their financial goals or refers them to the appropriate Specialist. * Proactively assists members by finding ways to make financial services more convenient for them. This includes educating members on the various technological tools available to them to improve their banking experience. * Utilizes member relationship tools to record interactions. * Understands and individually contributes
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