Teller/MSR

Pacific Service Credit Union•Livermore, CA

2d•$19 - $29

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/Member Service Representative (MSR) 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 Teller/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 experience in customer service, required.
Demonstrated effective communication skills, with the ability to manage challenging member interactions and public-facing situations.
Ability to 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 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.
Understand and comply with all applicable federal and state laws and banking regulations, including the Bank Secrecy Act (BSA), OFAC, and anti-money laundering, as well as Pacific Service Credit Union policies and procedures.
Provide back-up and support to manager, as directed.
Performs special projects and other responsibilities, as directed.