Personal Teller

Job Description

Personal Teller (On-Site)

About Financial Partners Credit Union

Financial Partners Credit Union, serving Californians for nearly 90 years, is a robust financial institution with over $2.5 billion in assets and more than 92,000 members. As a not-for-profit, member-owned cooperative, our core mission is to empower our members’ financial well-being by offering exceptional value through lower loan rates, higher savings rates, and reduced fees compared to traditional banks. We are dedicated to building lifelong financial partnerships, prioritizing member satisfaction and delivering outstanding service across our California branch network.

Role Description: Personal Teller

We are seeking a dedicated and service-oriented Personal Teller to join our team in Downey, CA. This is an on-site role that serves as a crucial point of contact for our members, embodying our commitment to exceptional service and financial partnership. The Personal Teller is responsible for facilitating a wide range of financial transactions and inquiries while actively identifying opportunities to enhance member value.

Key Responsibilities:

• Assist members with various financial transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and efficiency.
• Respond to member account inquiries with professionalism and provide clear, concise information.
• Proactively identify member needs and recommend appropriate credit union products or services that align with their financial goals.
• Maintain meticulous and accurate records of all transactions processed.
• Skillfully resolve member concerns and issues in a professional, empathetic, and timely manner, ensuring a positive resolution.
• Adhere strictly to all regulatory guidelines and organizational policies and procedures, ensuring compliance and security.
• Contribute to a positive and collaborative team environment, fostering strong relationships with colleagues and members.

Qualifications

We are looking for an individual who is passionate about member service and possesses the following qualifications:

• Demonstrated customer service skills, including the ability to greet members courteously, listen actively, and effectively address their financial needs.
• Proven cash handling and transaction processing skills, with a strong emphasis on accuracy and attention to detail.
• Basic knowledge of financial products and services to confidently make informed recommendations to members.
• Strong communication and interpersonal skills, enabling the ability to build rapport and foster positive relationships with both members and team members.
• Effective problem-solving abilities to efficiently address and resolve member concerns and inquiries.
• Proficiency in basic computer systems and experience with banking software is essential.
• Excellent organizational and time management skills to efficiently handle multiple tasks and priorities in a fast-paced environment.
• Prior experience in banking, retail, or a customer service-oriented role is preferred.
• High school diploma or equivalent is required; additional education or certifications in finance, business, or customer service are considered a significant plus.