Entry Level Bank Teller (UTC Regents)

SDCCU; San Diego (CA); On-site; USD 26,000 - 29,000; Part time

Job summary

SDCCU in San Diego seeks an Entry Level Bank Teller (UTC Regents) to handle routine member transactions and promote products. This part-time role offers 20 hours per week with occasional weekends and extended hours, and training is provided to learn member needs and products.

The position requires good customer service, cash handling willingness, and a professional demeanor, with opportunities to grow within the Credit Union.

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 transactions: deposits, withdrawals, loan payments, transfers, wires, cashiers checks, loan/VISA advances, lobby drop, and closing accounts.
• Balance cash drawer daily; process direct deposits and daily mail; ensure dual control for cash vault.
• Identify and refer products/services to members; participate in campaigns and outreach; meet performance goals.
• Record and track member interactions, referrals, and sales per policy with integrity.
• Answer basic account inquiries.
• Research member accounts as needed.
• Assist members with forms.
• Participate in AML/BSA training; follow CTR rules; report suspicious activity; perform OFAC checks per procedures.

Skills

Customer service

Communication skills

Cash handling

Professionalism

Education

High School Diploma or GED

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 (UTC Regents)

Part Time San Diego, CA, US

3 days ago Requisition ID: 1429

Salary Range: $19.00 To $21.25 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 - 8:30am-5:30pm
Wednesday - 8:30am-5:30pm
Friday - 8:30am - 5:30pm
Part time - 20 hours/week