Entry Level Bank Teller (El Cajon)

San Diego County Credit Union; El Cajon (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

San Diego County Credit Union is seeking a Customer Service/ Teller to accurately transact member accounts and promote Credit Union products while maintaining high service standards. This role emphasizes daily transactions and delivering friendly, professional service to members.

Responsibilities include balancing cash, assisting with inquiries, referring products to meet members' needs, and participating in AML/BSA training.

Qualifications

• High school diploma or equivalent.
• 1 year of customer service experience.
• Willingness to train and learn 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, and wires.
• Balance cash drawer daily and handle direct deposit forms and daily mail.
• Identify and offer products and services to members to meet financial needs and/or refer to an appropriate representative or partner; participate in campaigns and meetings; meet performance goals.
• Record and track all member interactions, referrals and sales with integrity and in accordance with policy.
• Answer basic member inquiries pertaining to their account.
• Conduct routine research on member accounts as necessary.
• Assist members by accepting and/or completing applicable forms.
• Participate in AML/BSA compliance training and adhere to policy and CTR rules.

Skills

Customer service

Cash handling

Communication skills

Professional appearance

Willingness to learn

Education

High school diploma or equivalent

Job description

Position Summary

Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization.

Position Summary

Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization.

Minimum Qualifications (Education, Experience, Skills)

• 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.

Essential Duties And 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.

Other Duties & Responsibilities

• May be required to work weekends and/or extended hours, to include offsite events.
• Perform other duties as assigned.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Monday: 8:15am-5:30pm

Tuesday-Friday: 8:30am-5:30pm

Saturday: 8:30am-2:30pm (Rotating)

Sunday: OFF

Full Time - 40 hours a week