Teller - San Tan Village

Exciting•Gilbert, AZ
•Onsite

About The Position

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service. 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, support members’ financial wellbeing, encourage self-service adoption, and help maintain a welcoming, inclusive branch environment.

Requirements

  • High School Diploma or GED required.
  • At least 1 year of experience in Sales and Service required.
  • Demonstrated accuracy and focus in processing transactions, maintaining records, and following procedures; proactively recognize and resolve discrepancies.
  • Demonstrated care, patience, and professionalism; recognize member emotions and respond appropriately to build trust and relationships.
  • Ability to adapt to changing processes, technologies, and priorities while remaining positive and solutions-focused in a fast-paced environment.
  • Clear, confident communication and active listening skills to understand member needs and convey information accurately.
  • Ability to contribute to branch goals through teamwork, communication, shared accountability, peer support, and fostering an inclusive environment.
  • Comfort with technology and willingness to learn new systems and tools, accept feedback, and pursue professional growth.

Nice To Haves

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

Responsibilities

  • Welcome members to the branch, manage lobby traffic and appointment scheduling, and provide courteous, professional, solutions-oriented support.
  • Process member transactions, including deposits, withdrawals, check payments, and account servicing, accurately and carefully.
  • 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 assist members with self-service options.
  • Participate in coaching, feedback sessions, and cross-training to develop skills and support branch goals.
  • Perform other duties as assigned.
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