Branch Teller I-Simi Tapo-PT30hrs

Logix Federal Credit Union•Simi Valley, CA
•Onsite

About The Position

The Branch Teller I assists credit union members with financial transactions, including deposits, withdrawals, transfers, and related services. The role involves responding to members’ questions and concerns, identifying opportunities to cross-sell products and services, and referring members to business partners as appropriate. The teller is expected to provide courteous service, maintain accurate cash and transaction records, 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 Office products, including 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 accurately and promptly, including deposits, withdrawals, transfers, negotiable instruments, cash advances, stop payments, address changes, and wire transfers.
  • Provide timely and courteous member service by servicing or closing accounts and 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 direct complex issues to the appropriate management staff member.
  • 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 the cash drawer within assigned cash limits and according to policy and procedures.
  • Report to work on time as scheduled.
  • Work at any location when required by business needs.
  • Identify cross-selling opportunities and generate referrals to business partners.
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