Branch Teller II-Hire Ahead-PT-Newbury Park

Logix Federal Credit Union; Thousand Oaks (CA); On-site; USD 29,000 - 30,000; Full time

Job summary

Logix Federal Credit Union is seeking a Branch Teller II to assist members with deposits, withdrawals, transfers, and payments in person. You will ensure accuracy, provide friendly service, and identify cross-selling opportunities to enhance member financial wellbeing.

The role requires a High School diploma or GED and banking teller experience; familiarity with Symitar and Microsoft Office is a plus. Employment offers growth within the branch network and adherence to all policies.

Qualifications

• High School or GED required.
• Minimum 18 months banking teller experience or a combination of 12 months Retail Banking Operations plus 6 months cash handling or customer service experience.
• Must be able to follow cash handling procedures and relevant regulations and compliance requirements.
• Proven accuracy and attention to detail in processing transactions.

Responsibilities

• Process member transactions accurately and efficiently, including deposits, withdrawals, transfers and payments.
• Provide courteous service, assist with account servicing and documentation, and respond to member inquiries.
• Identify cross-selling opportunities and refer members to appropriate partners.
• Resolve routine issues and escalate complex questions to management as needed.
• Participate in employee development programs to support sales and service excellence.
• Balance daily work and assist with branch balancing and related documents.
• Support ATM balancing duties including deposits, holds, adjustments and notifications.
• Adhere to laws and credit union policies, including Reg CC and BSA.
• Perform routine clerical duties and maintain accurate files.
• Maintain cash drawer within policy and cash limits.
• Support coverage for FSR concierge station when trained.

Skills

Customer service

Cash handling

Regulatory compliance

Teller transactions

Cross-selling awareness

Education

High School or GED

Tools

Microsoft Office

Symitar Data 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 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