Entry Level Bank Teller (Temecula North)

SAN-Diego-County-Credit-Union; Temecula (CA); On-site; USD 26,000 - 29,000; Part time

Job summary

SAN-Diego-County-Credit-Union is seeking an entry-level Bank Teller for the Temecula North location. This part-time role handles routine member transactions, supports product referrals, and upholds service standards in a busy branch environment.

The position requires a high school diploma or equivalent and at least 1 year of customer service experience, with cash handling preferred. Good communication, a professional appearance, and the ability to work weekends or extended hours are important.

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.
• Balance cash drawer daily and balance the cash vault with dual control.
• Identify and offer products and services to members to meet their financial needs and refer the member to an appropriate representative or partner. Meet established performance goals as assigned.
• Record and track all member interactions, referrals and sales following policy and maintain integrity.
• Answer basic member inquiries pertaining to their account.
• Conduct routine research on member accounts as necessary or requested.
• Assist members by accepting and completing applicable forms.
• Participate in AML/BSA compliance training and CTR rules; identify suspicious activity and refer to Compliance.

Skills

Customer service

Cash handling

Communication skills

Professional appearance

Willingness to train

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Entry Level Bank Teller (Temecula North)

Part Time Temecula North, Temecula, CA, US

Salary Range: $19.00 To $21.50 Hourly

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 - 10:30am-4:30pm
Wednesday - 10:30am-4:00pm
Friday - 1:00pm-5:30pm
Saturday - 8:30am-2:30pm
Part Time - 20 hours/week