Branch Teller I

Logix Federal Credit Union; Calabasas (CA); On-site; USD 25,000 - 33,000; Full time

Job summary

Logix Federal Credit Union is seeking a Branch Teller I to assist members with financial transactions, provide courteous service, and support cross-selling of products and referrals.

The role requires accuracy, attention to detail, and a willingness to work at multiple locations based on business needs. Training and growth opportunities accompany a standard branch schedule.

Qualifications

• High School diploma or GED required.
• 1 year to 24 months of customer service or cash handling experience.
• Proficiency with Microsoft Outlook, Word and Excel.
• Knowledge of Symitar system is a plus.

Responsibilities

• Process member transactions accurately and promptly.
• Provide courteous service and resolve routine inquiries.
• Identify cross-sell opportunities and generate referrals.
• Maintain cash drawer within limits and balance daily.
• Support branch hours and flexible location assignments.

Skills

Customer service

Cash handling

Cross-selling

Microsoft Office

Symitar

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.

Disclaimer

Equal Opportunity Employer/Veterans/Disabled

Pay Range

USD $21.00 - USD $21.00 /Hr.