Teller/MSR I

Pacific Service Credit Union • San Ramon, CA

1d

About The Position

At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being.

The Teller/MSR I is responsible for performing teller transactions, assisting with account maintenance and account openings, and supporting lending needs. This role delivers exceptional member service, contributes to a positive and professional Credit Union experience, maintains accurate member records, and collaborates with team members to ensure seamless financial service. The MSR prepares and produces documentation as needed, recommends solutions to meet member needs, and completes tasks efficiently to support members throughout their financial journey.

This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes.

Requirements

• High School diploma or equivalent, required.
• Minimum of one year of customer service experience; previous experience in a credit union or bank, preferred.
• Demonstrate effective communication skills and the ability to manage challenging member interactions and public-facing situations.
• Engage confidently with members to discuss financial goals and recommend appropriate products and services.
• Proficiency in basic accounting functions, including strong arithmetic skills.
• Cash handling experience, including daily reconciliation and balancing of a teller cash drawer.
• Utilize a keyboard, 10-key calculator, and all other general office equipment efficiently.
• Excellent oral and written communication skills, required.
• Must be proficient in computer programs (e.g., Microsoft Office Suite).

Nice To Haves

• Excited about the opportunity to help people, face-to-face.

Responsibilities

• Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions.
• Analyze members’ needs and recommend solutions using Pacific Service Credit Union’s products and services to strengthen their financial future while achieving established goals.
• Deliver excellent service while assisting members and non-members with common banking transactions including withdrawals, transfers, payments, and basic account maintenance.
• Build lasting relationships with members by maintaining trust and demonstrating strong interpersonal and communication skills.
• Open basic accounts and process loan applications for new and existing members.
• Support members’ financial health through follow-ups, both in person and remotely, including outbound calls.
• Promote the Pacific Service Credit Union brand by participating in business and community development efforts, including community and corporate events.
• Perform daily reconciliation and balancing of an individual cash drawer.
• Execute basic IRA transactions using the appropriate forms, process deposits and withdrawals, and respond to basic IRA questions.
• Assist branch management with reconciliation and balancing of the vault, cash recycler, and ATM.
• Identify and recommend opportunities to streamline and improve work processes, while embracing evolving technology and tools to support members.
• Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
• Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results.
• Act with integrity, follow through on commitments, and uphold professional standards.
• Support and uphold company culture by aligning your work with the credit union’s mission and values, contributing to a positive, high-performing environment.
• Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success.
• Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.

Benefits

• Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.
• 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. All employees are vested at 100% for the employer match beginning the first day of employment.
• Bonus program: All employees are rewarded for attaining our annual organizational goals.
• Tuition Reimbursement program for employees eligible after six months of service.
• Recognition program where employees can be nominated by management, their peers or by members.
• Employee referral bonus.
• Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
• Employees are eligible to receive a consumer loan rate discount
• Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.

What This Job Offers

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