Teller I,II,III (Escondido)
About The Position
The Teller position provides exceptional service to credit union members by processing transactions and requests, maintaining account files, resolving member issues, and referring members to relevant financial products and services. The position follows credit union policies, procedures, and quality service standards; meets established sales and service goals; and maintains knowledge of products, services, and applicable requirements. It reports to the Branch Supervisor or Assistant Branch Manager, and has no direct reports. The role may provide backup to a Personal Financial Assistant and support branch balancing, opening and closing procedures, check scanning, night depository and ATM processes, certifications, and other assigned duties. In a Shared Branches environment, the Teller must follow the policies and procedures specific to service centers, including transaction limits, holds, service standards, restrictions, and product-promotion boundaries.
Requirements
- Excellent communication skills, sound judgment, and attention to detail.
- Ability to appear for work on time, follow supervisor directions, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism.
- Ability to operate standard business machines, including computers, printers, fax machines, copiers, and telephonic devices.
- Ability to tolerate long periods of standing, with occasional walking or sitting.
- Ability to use a keyboard, mouse, and other peripherals.
- Teller II: At least 1 year of experience as a teller in a financial institution, with proven successful performance in sales, member service, and cash handling.
- Teller III: At least 3 years of experience as a teller in a financial institution, with proven successful performance in sales, member service, and cash handling.
Nice To Haves
- A high school diploma or equivalent is desired.
- Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred.
- Previous experience with Microsoft Windows applications is preferred.
Responsibilities
- Process member transactions and requests accurately and in a timely manner.
- Maintain account files and handle member issues.
- Greet members in a friendly, outgoing, and positive manner.
- Identify cross-selling opportunities and refer members to Personal Financial Representatives or other appropriate staff.
- Meet or exceed established sales and service goals.
- Maintain thorough knowledge of products, services, policies, and procedures.
- Follow quality service standards to provide exceptional member service.
- Ensure daily cash drawer balancing and limits are followed.
- Identify questionable or suspicious transaction activity and report it to management; perform necessary steps to support BSA/AML compliance.
- Adhere to cash, key, dual-control, security, and robbery policies and procedures.
- Assist with branch balancing, opening and closing procedures, check scanning, night depository processing, ATM processes, certifications, and other assigned side duties.
- Follow FSCC policies and procedures applicable to Shared Branches, including transaction processing and limitations, hold requirements, service standards and restrictions, and product-promotion boundaries.
- Comply with other policies and procedures and perform other relevant duties as assigned.
Benefits
- Workplace Wellness Program with opportunities for health, wellness, and fun.
- Employee Activity Program.
- Positive work/life balance.
- Employee-friendly culture with recognition and rewards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
