Customer-Focused Bank Teller: Kickstart Your Career

San Diego County Credit Union Inc; San Diego (CA); On-site; USD 40,000 - 44,000; Full time

Job summary

San Diego County Credit Union Inc is seeking an Entry Level Bank Teller for the Carmel Mountain area. This full-time role in San Diego, CA involves accurately processing member transactions, promoting products and services, and delivering quality service to members.

You will handle deposits, withdrawals, transfers, loan payments, and cash handling with attention to accuracy and compliance. A high school diploma and at least one year of customer service experience are preferred; willingness to

Qualifications

• High school diploma or equivalent.
• 1 year of customer service experience.
• Willingness to train and to learn how to identify members’ needs to effectively offer or refer credit union products and services.
• Cash handling experience preferred.
• Must possess effective human relations and communication skills.
• Professional appearance and demeanor.

Responsibilities

• Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts.
• Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault.
• Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
• Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions
• Answer basic member inquiries pertaining to their account.
• Conduct routine research on member accounts as necessary or requested.
• Assists members by accepting and/or completing applicable forms.
• Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
• May be required to work weekends and/or extended hours, to include offsite events.
• Perform other duties as assigned.

Skills

Customer service

Cash handling

Communication skills

Professional appearance

Education

High school diploma or equivalent

Job description

San Diego County Credit Union Inc is seeking an Entry Level Bank Teller for the Carmel Mountain area. This full-time role in San Diego, CA involves accurately processing member transactions, promoting products and services, and delivering quality service to members.

You will handle deposits, withdrawals, transfers, loan payments, and cash handling with attention to accuracy and compliance. A high school diploma and at least one year of customer service experience are preferred; willingness to