Join Sunward's Expansion in Durango, CO!

In 1948, 15 employees of Sandia National Laboratories recognized the need for a credit union in Albuquerque. Since then, Sunward has been dedicated to offering high-value financial solutions and outstanding personal service. Today, we serve more than 140,000 members, including employees and families of over 1,400 partner companies, across 13 branches in New Mexico and California's Bay Area—with more than $3.4 billion in assets.

Now, we're bringing that same commitment to Durango, CO, and we're looking for driven individuals to help us launch our newest location! This is a unique opportunity to be part of Sunward's exciting expansion, building strong relationships in the Durango community and helping new members achieve financial success.

Job Summary

This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.

Essential Job Duties

Teller Duties

• Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
• Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records.
• Balances cash drawers at the beginning and end of shifts to ensure accuracy
• Balances cash drawer and other transactions correctly and according to standard operating procedures
• Issues cashier's checks, money orders, and bank drafts
• Verifies and reconcile daily transactions to maintain accurate records
• Proactively educates members of our products and services

Member Service Duties

• Resolves any issues and problems faced by members, providing timely and regular updates.
• Maintains a high level of professionalism and confidentiality in all member interactions.
• Assists members with the following:
• Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit.
• Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals.
• Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services.
• Loans: Credit card, loans, and bill payments
• Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations.
• IRA and Fiduciary transactions
• Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
• Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department.
• Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner.
• Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations.
• Performs other duties as assigned.

Financial Sales Duties

• Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions.
• Engages with members to understand their financial situations and short-term and long-term financial objectives.
• Performs consultative selling to offer personalized products to members to help them achieve their financial goals.
• Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance.
• Promotes financial products and services that are suitable for members based on their needs.
• Identifies opportunities for account and membership growth and cross-selling additional products or services.
• Maintains knowledge around products and services offered.

Required Skills/Abilities

• Excellent interpersonal and communication skills
• Excellent organizational skills and attention to detail.
• Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
• Strong verbal/written communication skills
• Adaptability and willingness to learn new skills and technologies
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

Knowledge

• Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits.

Education and Experience

• Minimum one year experience in financial industry or consultative sales role or related experience
• Minimum high school diploma, or more than one year of related experience.

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.

Needs to be flexible with schedule to meet the needs of the organization and membership.

Must be able to lift 20 pounds at times.