Entry Level Bank Teller (Poway)

San Diego County Credit Union•Poway, CA

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. The position processes routine member account transactions, maintains a balanced cash drawer, responds to routine questions, and helps members identify options to meet their financial needs. It also supports branch and personal performance goals, member outreach, community and business development activities, and compliance with applicable credit union policies and regulations. The role is full-time at 40 hours per week. The stated schedule is Monday through Friday, 8:30 a.m. to 5:30 p.m.; rotating Saturdays, 8:30 a.m. to 2:30 p.m.; and Sundays off. Weekend or extended hours may be required.

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 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 useful 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 credit union regulatory and compliance requirements, including AML, BSA, OFAC, CTR, and MISP requirements.
  • Perform other duties as assigned.
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