AI-Enhanced Teller: Fast, Friendly Banking

Credit Union of Texas; Frisco (TX); On-site; USD 25,000 - 30,000; Full time

Job summary

Credit Union of Texas is seeking a Teller to serve as the frontline ambassador, processing transactions accurately and delivering personalized service. You will identify member needs, recommend CUTX products, and contribute to branch goals while adhering to strict regulatory and security standards.

You will balance cash, handle daily transactions, and provide information about services. Prior experience in cash handling or financial services is preferred, with compliance and AI tools used to

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.

Responsibilities

• Accurately and efficiently process member transaction requests, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and cashier's checks.
• Deliver outstanding service to members with every interaction; greet warmly and identify needs.
• Balance cash drawer and transactions daily; research and resolve discrepancies promptly.
• Identify member financial needs through conversation and account activity; recommend CUTX products and services.
• Meet or exceed sales and service goals established by branch leadership; refer to specialists when needed.
• Remain compliant with BSA/AML, OFAC, Regulation CC, CIP, and CUTX privacy/security policies.
• Protect member information and branch security; follow cash-handling procedures and reporting.
• Use CUTX-approved core banking and teller systems; participate in AI tool pilots and training.
• Ensure prompts and knowledge lookups are reviewed before delivering to members.

Skills

Cash Handling

Customer Service

Financial Services

Education

High School Diploma or GED

Job description

Credit Union of Texas is seeking a Teller to serve as the frontline ambassador, processing transactions accurately and delivering personalized service. You will identify member needs, recommend CUTX products, and contribute to branch goals while adhering to strict regulatory and security standards.

You will balance cash, handle daily transactions, and provide information about services. Prior experience in cash handling or financial services is preferred, with compliance and AI tools used to