Teller - Southern & Greenfield Branch

Desert Financial Credit Union • Mesa, AZ

6d

About The Position

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service experiences. They build trust through member transactions, handle cash responsibly, and engage in basic consultative conversations to identify member needs. Tellers perform transactions precisely, follow operational and compliance standards, and provide courteous, solutions-oriented support. As members of the branch team, they build knowledge of credit union products and services, develop 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.
• High accuracy and focus when processing transactions, maintaining records, and following procedures; proactively recognize and resolve discrepancies.
• Demonstrate care, patience, and professionalism; recognize member emotions and respond appropriately to build trust and strengthen relationships.
• Adapt to evolving processes, technologies, and priorities while maintaining a positive, solutions-focused mindset in a fast-paced environment.
• Communicate clearly and confidently, actively listen to understand member needs, and convey information accurately.
• Contribute to branch goals through teamwork, communication, and shared accountability; support peers and foster a cooperative, inclusive environment.
• Demonstrate comfort with technology and eagerness to learn new systems or tools; embrace feedback and professional growth opportunities.

Nice To Haves

• Previous cash-handling experience.
• Previous financial institution experience.
• State Notary certification within 30 days.

Responsibilities

• Welcome members to the branch, manage lobby traffic and appointment scheduling, and provide courteous, professional, solutions-oriented support that fosters long-term trust.
• 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 and promote 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 improve performance and support branch goals.
• Perform other duties as assigned.

What This Job Offers

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