Branch Teller I

Logix Federal Credit Union • Calabasas, CA

3d

About The Position

The Branch Teller I assists credit union members with financial transactions and account-related services. The role includes addressing member concerns and questions, identifying opportunities to cross-sell products and services, and referring members to business partners. The teller is expected to provide courteous, accurate service, follow applicable laws and credit union procedures, and participate in employee development programs. The position may require working at any branch location as business needs dictate. Branch hours are Monday through Thursday, 9:00 AM to 5:00 PM; Friday, 9:00 AM to 6:00 PM; and Saturday, 9:00 AM to 2:00 PM.

Requirements

• High school diploma or GED.
• At least 1 year to 24 months of customer service and/or cash handling experience.
• Working knowledge of Microsoft Outlook, Word, and Excel.
• Detail oriented with the ability to multitask in a fast-paced environment.
• Demonstrated ability to deliver consistently superior customer service.

Nice To Haves

• Recent cash handling or previous teller experience preferred.
• Knowledge of the Symitar system is a plus.

Responsibilities

• Process member transactions efficiently, accurately, and promptly, including deposits, withdrawals, transfers, negotiable instruments, cash advances, stop payments, address changes, and wire transfers.
• Provide timely and courteous service by servicing or closing accounts and completing related documentation.
• Issue or re-pin cards and add or update joint owners and beneficiaries.
• Respond to member inquiries in person, by telephone, or by mail.
• Resolve routine issues and direct complex issues to appropriate management staff.
• Participate in assigned employee development programs supporting sales and service, continuous improvement, quality, and teamwork.
• Balance daily work.
• Perform operational activities in compliance with applicable laws, regulations, and credit union policies and procedures.
• Perform routine office and clerical duties, including requisitioning supplies and maintaining accurate, current files.
• Maintain the cash drawer within assigned cash limits and in accordance with policies and procedures.
• Report to work on time as scheduled.
• Work at any location as business needs dictate.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED