Branch Teller I (or II)- Simi Valley Tapo Canyon

Logix Federal Credit Union; Simi Valley (CA); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Branch Teller I or II to join their team in Simi Valley. In this role, you'll assist members with financial transactions, provide exceptional customer service, and identify opportunities for cross-selling products and services. This position offers a chance to grow within a supportive environment that values teamwork and continuous improvement. If you are detail-oriented and enjoy working in a fast-paced setting, this is the perfect opportunity for you to make a positive impact in the community.

Qualifications

• 1-2 years of customer service and cash handling experience required.
• Must have a working knowledge of Microsoft Office products.

Responsibilities

• Assist members with financial transactions and address inquiries.
• Support sales goals by cross-selling Credit Union products.

Skills

Customer Service

Cash Handling

Detail Oriented

Multi-tasking

Microsoft Office Suite

Education

High School Diploma or GED

Tools

Symitar System

Job description

Branch Teller I (or II)- Simi Valley Tapo Canyon

Location

US-CA-Simi Valley

ID

2025-1383

Category

Sales

Position Type

Full-Time

Remote

No

Overview

The Branch Teller I (or II) 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

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.
• Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc. Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
• 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 in accordance with 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 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

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Pay Range

USD $17.28 - USD $25.92 /Hr.