AI-augmented Teller: Elevate Service & Solutions

Credit-Union-of-Texas; Allen (TX); On-site; USD 30,000 - 42,000; Full time

Job summary

Credit Union of Texas in Allen, TX, is seeking a Teller to be the front-line ambassador for members, accurately processing transactions and delivering personalized service.

You will identify member financial needs through conversation, recommend CUTX products, and help meet branch sales and service goals while complying with regulatory and security requirements. This role also supports AI-enabled workflows and strict privacy practices.

Qualifications

• High school diploma or GED required.
• Minimum six (6) months of similar or related experience (cash handling, retail, customer service, or financial services).
• Prior teller, cashier, or financial services experience preferred.
• Prior credit union or community bank experience preferred.

Responsibilities

• Accurately and efficiently process member transaction requests, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and cashier's checks.
• Deliver an 'unexpected experience' by providing consistently outstanding service to internal and external members with every interaction.
• Balance cash drawer and transactions daily in accordance with established procedures; research and resolve discrepancies promptly.
• Greet members warmly, listen actively to identify financial needs, and provide accurate information about CUTX products, services, and account features.
• Identify member financial needs through conversation and review of account activity, and recommend appropriate CUTX product and service solutions.
• Meet or exceed individual sales and service goals (referrals, product recommendations, member satisfaction) established by branch leadership.
• Refer members to Member Service Representatives, Loan Officers, or other CUTX specialists when needs extend beyond the Teller's scope.
• Remain compliant with all applicable financial regulations, including BSA/AML, OFAC, Regulation CC (funds availability), USA PATRIOT Act/CIP, and CUTX privacy and security policies.
• Protect member non-public personal information (NPI) and other sensitive information by maintaining confidentiality and adhering to CUTX privacy policy.
• Follow opening, closing, and cash-handling procedures, including cash limits and overage/shortage reporting.
• Use CUTX-approved core banking, teller capture, and member-needs tools accurately and efficiently.
• Participate in pilots of CUTX-approved AI tools that support transaction accuracy, member-needs identification, and knowledge lookup; provide feedback and adopt approved enhancements.
• Complete all assigned compliance, product, and AI training within required timeframes.

Skills

Cash handling

Customer service

Communication skills

Attention to detail

Active listening

Teamwork

Education

High school diploma or GED

Job description

Credit Union of Texas in Allen, TX, is seeking a Teller to be the front-line ambassador for members, accurately processing transactions and delivering personalized service.

You will identify member financial needs through conversation, recommend CUTX products, and help meet branch sales and service goals while complying with regulatory and security requirements. This role also supports AI-enabled workflows and strict privacy practices.