Teller (Bilingual Preferred) - Verrado Branch

Desert Financial Credit Union•Buckeye, AZ

About The Position

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service experiences. They focus on service excellence and financial wellbeing by building trust through member transactions, handling cash responsibly, and engaging in basic consultative conversations to identify member needs. Tellers exemplify Desert Financial’s dedication to outstanding service by performing every transaction with precision, adhering to operational and compliance standards, and providing courteous, solutions-oriented support to every member. As key members of the branch team, they build foundational knowledge of credit union products and services while developing the skills to support members’ financial wellbeing, promote self-service adoption, and maintain a welcoming, inclusive branch environment.

Requirements

  • High School Diploma or GED.
  • At least 1 year of experience in sales and service.
  • Demonstrated accuracy and focus when processing transactions, maintaining records, and following procedures; proactively recognizes and resolves discrepancies.
  • Genuine care, patience, and professionalism in interactions; recognizes member emotions and responds appropriately to build trust and strengthen relationships.
  • Ability to adapt quickly to changing processes, technologies, and priorities while maintaining a positive, solutions-focused mindset in a fast-paced environment.
  • Clear and confident communication, with active listening skills to understand member needs and convey information accurately.
  • Ability to contribute to branch goals through teamwork, communication, and shared accountability, while supporting peers and fostering a cooperative, inclusive environment.
  • Comfort with technology and eagerness to learn new systems and tools; openness to feedback and professional growth.

Nice To Haves

  • Previous cash-handling experience.
  • Previous financial institution experience.
  • Notary state certification within 30 days.
  • Bilingual skills preferred.

Responsibilities

  • Build trusted member relationships by welcoming members to the branch, managing lobby traffic and appointment scheduling, and providing courteous, professional, solutions-oriented support.
  • Process member transactions, including deposits, withdrawals, check payments, and account servicing, accurately and professionally.
  • Follow operational standards and compliance policies, take ownership of issue resolution, and act promptly on potential fraud or security concerns.
  • Engage members in consultative conversations to identify financial needs, provide basic financial guidance, and submit qualified referrals.
  • Use digital tools and CRM systems to complete transactions accurately, maintain data integrity, and help members adopt self-service options.
  • Participate in coaching, feedback sessions, and cross-training to enhance personal performance and support branch goals.
  • Perform other duties as assigned.
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