“The CU Teller of the Future” : Credit union tellers will continue to play an important role, but their work will shift from routine transactions to relationship-driven financial guidance. Technology will handle more basic tasks, freeing tellers to focus on personalized service, financial coaching, and member trust. What Future Tellers Will Focus On The teller of the future will deliver member-centric, personalized experiences by anticipating needs, offering proactive guidance, and explaining financial products in simple, supportive ways. They’ll need to be comfortable working across multiple channels —in person, mobile, chat, and video—while keeping service seamless. A security-first mindset will be essential, including fraud awareness and helping members practice safe digital habits. Tellers will also play a growing role in financial wellness , assisting with budgeting, saving, debt management, and long-term planning. Strong knowledge of compliance and documentation will...
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