UNIVERSAL TELLER I
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 solution 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 solution-oriented in serving members and supporting the team.
- Uphold a professional image and presence that reflects the values of Highmark Credit Union.
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.
CORE COMPETENCIES
- Sound judgement
- Excellent communication skills
- Consistent adherence to Credit Union policies and procedures
PHYSICAL REQUIREMENTS
- Ability to sit or stand for extended periods
- Frequent use of hands for computer and office equipment
- Occasional lifting of us to 25 pounds
WORK ENVIRONMENT
- Team-focused
- Collaborative environment
SCHEDULE & TRAVEL
- Full-time position
- Some travel may be required
WHY JOIN HIGHMARK CREDIT UNION?
- Opportunity to make a meaningful impact in members’ financial lives
- Supportive, team-oriented culture
- Professional development and growth opportunities
- Competitive compensation and benefits package