Entry Level Bank Teller (Yorba Linda)
About The Position
Member Service Representative I builds meaningful relationships with credit union members while delivering efficient, accurate, and exceptional service. The role promotes credit union products and services to existing and potential members and works with a dedicated team to support the organization’s mission and values. This is a part-time position scheduled for 30 hours per week. The stated schedule is Tuesday, Thursday, and Friday from 8:30 a.m. to 5:30 p.m., Wednesday from 11:00 a.m. to 5:30 p.m., with Saturday, Sunday, and Monday off. The schedule may change based on branch business needs. The position processes routine member account transactions, maintains a balanced cash drawer, responds to routine questions, identifies members’ financial needs, and presents or refers members to appropriate products, services, or representatives. It also supports branch and personal performance goals, outreach and business-development activities, and applicable regulatory and compliance requirements. The role involves regularly using hands and talking or hearing; frequently standing and reaching; and occasionally walking, sitting, climbing or balancing, and stooping, kneeling, crouching, or crawling. The employee may occasionally lift or move up to 25 pounds. The work environment typically has moderate noise. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions.
Requirements
- High school diploma or equivalent.
- At least 6 months of customer service experience.
- Strong listening, communication, time-management, and organizational skills.
- Demonstrated ability to achieve assigned goals and performance expectations.
- Successful completion of the New Hire Training course and exam.
- Ability to work independently and effectively in a team environment.
- Professional appearance and demeanor.
Nice To Haves
- Cash-handling experience.
Responsibilities
- Deliver an exceptional member experience by maintaining a positive, professional attitude, caring for members, and resolving routine member questions.
- Accurately process routine member account transactions, including deposits, withdrawals, loan payments, and wires.
- Maintain a balanced cash drawer and follow branch operations, policies, procedures, and risk-management requirements.
- Communicate with members to understand and clarify their financial needs and provide suitable options.
- Identify and offer products and services, or refer members to an appropriate representative or partner.
- Work with branch team members to achieve assigned personal and branch performance goals.
- Participate in credit union campaigns, contests, member outreach, and community or business-development events.
- Follow applicable regulatory and compliance requirements, including AML, BSA, OFAC, CTR, and MISP requirements.
- Work weekends and/or extended hours when required, including attending community or business-development events.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
