Location: Milwaukee,WI, USA
WHO WE ARE:
TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.
WHAT YOU'LL DO:
Welcome members into the branch and provide friendly, helpful service that promotes financial well-being and consistently sets a positive example. Initiate and open new memberships and accounts while providing appropriate information on regulations and policies. Promote, sell and refer TruStone products and services while expertly processing a variety of routine financial inquiries, transactions and service requests, and train these activities to branch staff. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs. Ensure Tellers are performing their jobs in conformance with TruStone process and procedure.
WHAT YOU'LL BRING:
Availability to work 40 hours per week Monday through Friday between the hours of 8:15am - 6:15pm and rotating Saturdays 8:45am - 1:15pm at our Greenfield Branch; non-exempt.
In addition:
* High school diploma or equivalent.
* Two years of cash handling experience or experience serving customers.
* Knowledge of banking and/or credit union regulations preferred.
* Experience training others, preferred.
* Strong interpersonal skills, a positive attitude, and a desire to help people.
* Effective verbal and written communication and training skills.
* Excellent problem-solving skills.
* Good decision-making skills and judgement.
* Ability to perform calculations and possess proficiency in basic math skills.
* Ability to organize and prioritize work and maintain accurate records.
* A professional and friendly appearance and demeanor.
* Compliance with Bank Secrecy Act and all its provisions.
* Ability to pass all pre-employment drug test and various background checks.
* Regular and reliable attendance at the workplace.
WHAT WE OFFER:
* Competitive pay and incentive programs for all positions.
* Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan.
* Affordable dental and vision insurance coverage.
* Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and, the longer your tenure, the more PTO you'll have to enjoy.
* 10+ paid holidays each year.
* Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
* 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
* Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
* Employer-paid Short Term and Long Term Disability benefits.
* Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
* Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
* Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
* Special employee discounts when you join TruStone Financial as a credit union member.
* Employee activities, events, discounts, and many other great benefits and perks!
TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.