Branch Teller I

Logix Federal Credit Union; Calabasas (CA); On-site; USD 24,000 - 34,000; Full time

Job summary

Logix Federal Credit Union is hiring a Branch Teller I in California to assist members with financial transactions and to provide excellent service. You will process deposits, withdrawals, transfers, and related tasks, while identifying opportunities to cross-sell services and generate referrals to partners.

Responsibilities include handling cash accurately, maintaining records, resolving routine inquiries, and supporting branch operations under regulatory guidelines.

Qualifications

• Customer service and cash handling experience required.
• Proficient with Outlook, Word and Excel.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Process member transactions accurately and promptly (deposits, withdrawals, transfers, negotiable instruments, cash advances, stop payments, address changes, wires).
• Provide courteous service; service accounts, close accounts, and complete related documentation; issue/re-pin cards; update beneficiaries.
• Respond to inquiries in person, by phone, or by mail; resolve routine issues and escalate complex ones.
• Participate in employee development and support sales and service excellence.
• Balance daily work and maintain cash drawer within policy limits.
• Comply with applicable laws and credit union policies and procedures.
• Perform routine clerical duties and maintain accurate files.
• Flexible to work at any location as business needs dictate.

Skills

Customer service

Cash handling

Attention to detail

Multi-tasking

Microsoft Office

Education

High School diploma or GED

Tools

Symitar system

Job description

Overview

If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you. Come be part of something amazing where your contributions truly matter. If you have a passion for supporting our members in-person, helping people achieve their financial goals, we’re looking for you! As a Branch Teller, you'll be trusted to support our members, with achievable goals to guide you and opportunities to grow within the credit union.

The Branch Teller I is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross‑selling services and products. Also generates referrals to business partners accordingly.

Responsibilities

• Processes member transactions efficiently, accurately, and promptly including deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc.
• Provide timely and courteous service to all members by servicing accounts, closing accounts, or completing related documentation, issuing/re‑pinning cards, adding/updating joint owners/beneficiaries, etc.
• Responds to member inquiries in person, by telephone, or by mail. Resolves routine issues and directs complex issues to the appropriate management staff member.
• Participates in all assigned employee development programs in support of the Credit Union's commitment to excellence in sales and service, continuous improvement, quality, and teamwork.
• Balances daily work.
• Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
• Performs routine office and clerical duties such as: requisitioning supplies and maintaining accurate, current files.
• Maintains cash drawer per assigned cash limits and policy and procedures.
• Must consistently report to work on time, as scheduled.
• Other duties may be assigned.
• Must be flexible to work out of any location at any time, as business needs dictate.

Branch Hours

• Monday - Thursday: 9:00 AM to 5:00 PM
• Friday: 9:00 AM to 6:00 PM
• Saturday: 9:00 AM to 2:00 PM

Qualifications

Education

High School or GED

Experience

Must have at least 1 year to 24 months of customer service and/or cash handling experience

Knowledge, Skills & Ability

• Must have a working knowledge of the Microsoft suite of office products; Outlook, Word & Excel.
• Must be detail oriented and have the ability to multi‑task in a fast paced environment.
• Must have a demonstrated ability to deliver consistently superior customer service.
• Recent cash handling or previous teller experience preferred. Knowledge of Symitar system a plus.

Equal Opportunity Employer/Veterans/Disabled

Pay Range

USD $21.00 - USD $21.00 /Hr.