Teller

Job Description

Teller | [Company]

The Tone:
This is a full-time role at [Company], located in San Diego, CA. As a Credit Union, the company is dedicated to providing essential financial services to its members, supporting their financial well-being and growth. This role is crucial as Tellers are the primary point of contact for members, ensuring accurate and efficient transactions while actively identifying and connecting members with products and services that meet their needs.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: San Diego, CA
• Mission: To efficiently and accurately transact business on member accounts, while promoting credit union products and services and maintaining high-quality service standards.

What You’ll Actually Do
• Process Member Transactions: Efficiently and accurately handle routine member account transactions, including deposits, withdrawals, loan payments, transfers, and Cashier Check purchases.
• Manage Cash Operations: Daily balance your cash drawer, process direct deposit forms and mail, and provide dual control for balancing the cash vault.
• Drive Member Engagement: Proactively identify and offer credit union products and services to meet members’ financial needs, or refer them to appropriate representatives, meeting assigned performance goals.
• Ensure Compliance & Accuracy: Accurately record all member interactions, referrals, and sales, adhering to credit union policies, procedures, and AML/BSA compliance guidelines.
• Provide Account Support: Answer basic member inquiries, conduct routine account research as requested, and assist members with completing applicable forms.

The Must-Haves
• Background: High school diploma or equivalent; this role is ideal for individuals seeking to start or further their career in customer service within a financial institution.
• Experience: 1 year of customer service experience, demonstrating an ability to effectively interact with and support customers.
• Skills: Effective human relations and communication skills, a professional appearance and demeanor, and a willingness to train and learn how to identify member needs.
• Bonus: Prior cash handling experience is preferred.