Branch Teller I (or II)-Hire Ahead-PT-Newbury Park

Logix Federal Credit Union; Thousand Oaks (CA); On-site; USD 44,000 - 47,000; Full time

Job summary

Logix Federal Credit Union is seeking a Branch Teller II to support members with deposits, withdrawals, transfers, and related transactions. The role emphasizes delivering member delight, addressing questions, and identifying opportunities to cross-sell services.

The position requires at least 18 months of teller experience or a blend of retail banking operations and cash handling, with strict adherence to credit union policies and regulatory requirements.

Qualifications

• High School or GED required.
• Minimum 18 months of banking teller experience or combination of 12 months Retail Banking Operations plus 6 months cash handling or customer service experience.
• Thorough knowledge of teller transactions including relevant regulations and compliance activities.
• Working knowledge of credit union products, services, documents, reports, policies and procedures.
• Able to pass all required compliance exams.
• Good performance history with no disqualifying actions in past six months.
• Proficient in Microsoft Office and general office equipment.
• Experience using the Symitar Data system or similar banking system.

Responsibilities

• Process member transactions accurately and efficiently (deposits, withdrawals, transfers, payments, etc.).
• Provide timely, courteous service and address member inquiries.
• Cross-sell Credit Union products and refer to appropriate partners.
• Balance daily work and related documents; assist with ATM balancing when needed.
• Respond to member inquiries in person, by phone, or by mail; escalate complex issues.

Skills

Teller transactions

Regulatory compliance

Customer service

Cash handling

Education

High School diploma or GED

Tools

Symitar system

MS Office

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 II is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, transfers, payments and other related transactions. Delivering member delight by addressing member concerns and questions and Identifying opportunities for cross-selling services and products. Also generates referrals to business partners accordingly while adhering to all credit union policies and procedures and ensuring the security of all transaction and member information.

Responsibilities

• Processes member transactions efficiently, accurately, and in a timely manner such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc.

• Provides timely and courteous service to all members such as servicing accounts, closing accounts, or completing related documentation, issuing/re-pinning cards, adding/updating joint owners/beneficiaries etc.

• Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services and referring members to the appropriate business partners.

• 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 and may assist with the daily branch balancing including the accurate completion of all related documents (bank deposit forms, cash shipment forms, etc.)

• May be assigned ATM balancing duties, including deposit posting, removal of holds, adjustment transactions and related notifications to CO-OP member credit unions.

• 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, maintaining accurate and current files.

• Maintains cash drawer in accordance with assigned cash limits and policy and procedures.

• Financial Service Representative (FSR) trained and certified with six month of employment and provides coverage for the FSR concierge station as needed.

• 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.

Qualifications

Education

High School or GED

Experience

Minimum 18 months of banking teller experience or combination of 12 months Retail Banking Operations plus 6 months cash handling or customer service experience

Knowledge, Skills & Ability

• Must have a thorough working knowledge of basic and complex teller transactions including relevant regulations and compliance activities.

• Must have working knowledge of credit union products and services, documents, reports, policies and procedures.

• Abilit to successfully pass all required compliance exams.

• Most recent performance review score must be meets or exceeds and no disciplinary actions within the past six months.

• Must have a working knowledge of the Microsoft suite of office products and the ability to use general office equipment.

• Must have experience using the Symitar Data system or other similar banking system.

Disclaimer

Equal Opportunity Employer/Veterans/Disabled

Pay Range

USD $21.00 - USD $22.50 /Hr.

Base Pay