Bank Teller: Launch Your Customer-Focused Finance Career

San Diego County Credit Union; Murrieta (CA); On-site; USD 38,000 - 48,000; Full time

Job summary

San Diego County Credit Union is seeking a Customer Service Specialist/Teller to transact member accounts and promote Credit Union products. The role emphasizes accurate processing, cash handling, and delivering quality service to members in a fast-paced environment.

You will balance cash, process deposits, and identify opportunities to meet members’ financial needs while following AML/BSA procedures and company policies. Weekend hours may be required.

Qualifications

• High school diploma or equivalent.
• 1 year of customer service experience.
• Willingness to train and to learn how to identify members’ needs to effectively offer or refer credit union products and services.
• Cash handling experience preferred.
• Must possess effective human relations and communication skills.
• Professional appearance and demeanor.

Responsibilities

• Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts.
• Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault.
• Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
• Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions
• Answer basic member inquiries pertaining to their account.
• Conduct routine research on member accounts as necessary or requested.
• Assists members by accepting and/or completing applicable forms.
• Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.

Skills

Customer service

Willingness to train

Cash handling

Communication skills

Professional appearance

Education

High school diploma or equivalent

Job description

San Diego County Credit Union is seeking a Customer Service Specialist/Teller to transact member accounts and promote Credit Union products. The role emphasizes accurate processing, cash handling, and delivering quality service to members in a fast-paced environment.

You will balance cash, process deposits, and identify opportunities to meet members’ financial needs while following AML/BSA procedures and company policies. Weekend hours may be required.