Entry Level Bank Teller (San Marcos)

San Diego County Credit Union; San Marcos (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

San Diego County Credit Union is seeking a detail-oriented member services professional to handle routine account transactions, promote credit union products, and maintain high service standards. The role emphasizes accurate cash handling, compliance with AML/BSA procedures, and proactive member outreach.

The position requires a high school diploma, about a year of customer service experience, and strong communication skills.

Qualifications

• High school diploma or equivalent required.
• 1 year of customer service experience preferred.
• Willingness to train and learn needs-based product recommendations.
• Cash handling experience preferred.
• Effective human relations and communication skills required.
• Professional appearance and demeanor required.

Responsibilities

• Process routine member account transactions including deposits, withdrawals, loan payments, transfers, wires, cashier checks, 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 meet members' financial needs or refer to an appropriate representative. Participate in campaigns and meetings. Meet performance goals.
• Accurately record and track all member interactions, referrals and sales, following policy and maintaining integrity.
• Answer basic member inquiries pertaining to accounts.
• Conduct routine research on member accounts as necessary.
• Assist members by accepting/completing applicable forms.
• Participate in AML/BSA training; adhere to AML/BSA policy, perform CTRs, identify suspicious activity and refer to Compliance; OFAC checks per procedures.
• May be required to work weekends or extended hours, including offsite events.
• Perform other duties as assigned.

Skills

Customer service

Cash handling

Communication skills

Professional appearance

Education

High school diploma

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