Branch Teller I

Logix Federal Credit Union•Calabasas, CA

5d•Onsite

About The Position

The Branch Teller I assists credit union members with financial transactions, including deposits, withdrawals, and related services. The role involves answering member questions and concerns, identifying opportunities to cross-sell products and services, and generating referrals to business partners. The teller provides in-person, telephone, and mail support and helps members achieve their financial goals through accurate and courteous service. The position also performs routine office and clerical duties, balances daily work, maintains a cash drawer within assigned limits, and follows applicable laws, regulations, and credit union policies. The teller must report to work as scheduled and be flexible to work at any 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 experience 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, courteous service by servicing or closing accounts, completing related documentation, issuing or re-pinning cards, and adding or updating joint owners and beneficiaries.
Respond to member inquiries in person, by telephone, or by mail; resolve routine issues and refer complex issues to appropriate management staff.
Participate in assigned employee development programs supporting sales and service excellence, 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 a cash drawer within assigned cash limits and according to policy and procedures.
Report to work on time as scheduled.
Work at any location as business needs dictate.
Perform other duties as assigned.