Branch Teller I – II

Jobtailor; Pasadena (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor is seeking an efficient teller to process member transactions, provide courteous service, and maintain accurate records in a fast-paced environment.

The role requires 1–24 months of cash handling or customer service experience, familiarity with MS Office, and a strong eye for detail to ensure regulatory compliance and high-quality service.

Qualifications

• High School or GED as minimum education requirement.
• 1 to 24 months of customer service and/or cash handling experience required.
• Working knowledge of Microsoft Outlook, Word & Excel.
• Detail oriented with ability to multi-task in a fast-paced environment.
• Demonstrated ability to deliver consistently superior customer service.
• Recent cash handling or teller experience preferred.
• Knowledge of Symitar system a plus.

Responsibilities

• Processes member transactions efficiently, accurately, and promptly including deposits, withdrawals, transfers, wire transfers, etc.
• Provide timely and courteous service to members by servicing accounts and related documentation.
• Responds to member inquiries in person, by telephone, or by mail.
• Resolves routine issues and directs complex issues to management.
• Participates in employee development programs supporting sales and service excellence.
• Balances daily work and ensures compliance with laws and Credit Union policies.
• Performs routine office and clerical duties and maintains cash drawer within limits.
• Must consistently report to work on time.

Skills

Transaction Processing

Cash Handling

Account Management

Clerical Duties

Regulation CC Compliance

Bank Secrecy Act Compliance

Multi-tasking

Timely Service

Problem Resolution

Teamwork

Education

High School diploma or GED

Job description

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.

Requirements

• High School or GED
• 1 to 24 months of customer service and/or cash handling experience
• Working knowledge of the Microsoft suite of office products; Outlook, Word & Excel
• Detail oriented with the ability to multi-task in a fast paced environment
• Demonstrated ability to deliver consistently superior customer service
• Recent cash handling or previous teller experience preferred.
• Knowledge of Symitar system a plus.

Hard Skills

• Transaction Processing
• Cash Handling
• Account Management
• Clerical Duties
• Regulation CC Compliance
• Bank Secrecy Act Compliance

Soft Skills

• Multi-tasking
• Timely Service
• Problem Resolution
• Teamwork