AI-Enhanced Teller & Member Solutions Advisor

Credit-Union-of-Texas

McKinney (TX)

On-site

USD 32,000 - 38,000

Full time

2 days ago
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Job summary

Credit Union of Texas is seeking a Teller to process member transactions accurately and deliver an exceptional, personalized service experience. You will greet members, identify financial needs, and recommend CUTX products while maintaining strict regulatory and security standards.

Role emphasizes cash handling, daily balancing, and adherence to BSA/AML, OFAC, and CIP. You will work on-site in a fast-paced branch environment and contribute to branch sales goals.

Qualifications

  • High school diploma or GED required.
  • Minimum six months of cash handling, retail, or financial services experience.
  • Prior teller, cashier, or financial services experience preferred.
  • Prior credit union or community bank experience preferred.

Responsibilities

  • Accurately process member transactions: deposits, withdrawals, transfers, loan payments, check cashing, money orders, and cashier's checks.
  • Deliver consistently outstanding service to members with every interaction.
  • Balance cash drawer daily and resolve discrepancies promptly.
  • Greet members, identify needs, and explain CUTX products and services.
  • Identify member needs and refer to appropriate CUTX specialists when needed.
  • Meet or exceed branch sales and service goals set by leadership.
  • Maintain compliance with BSA/AML, OFAC, Regulation CC, CIP, and privacy policies.

Skills

Customer service
Cash handling
Sales & needs identification
Active listening
Attention to detail

Education

High school diploma or GED

Job description

Credit Union of Texas is seeking a Teller to process member transactions accurately and deliver an exceptional, personalized service experience. You will greet members, identify financial needs, and recommend CUTX products while maintaining strict regulatory and security standards.

Role emphasizes cash handling, daily balancing, and adherence to BSA/AML, OFAC, and CIP. You will work on-site in a fast-paced branch environment and contribute to branch sales goals.

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