Member Experience Teller - Build Trust and Financial Guidance

Desert-Financial-Credit-Union

Mesa (AZ)

On-site

USD 32,000 - 42,000

Full time

7 days ago
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Job summary

Desert Financial Credit Union in Mesa, AZ is seeking a Teller to deliver accurate and friendly service while processing member transactions and promoting self-service options. You will build relationships, handle cash with care, and follow compliance standards to protect members and the credit union.

The role emphasizes consultative conversations, data integrity in CRM systems, and collaboration with the branch team.

Qualifications

  • High School Diploma or GED required.
  • 1+ years of experience in Sales and Service required.
  • Previous experience with cash handling preferred.
  • Notary – State Certification within 30 days preferred.

Responsibilities

  • Build trusted member relationships by welcoming members to the branch and providing courteous, professional support.
  • Process deposits, withdrawals, check payments, and account servicing with accuracy and compliance.
  • Engage in consultative conversations to identify member needs and submit qualified referrals.
  • Utilize CRM tools to complete transactions and promote self-service options.
  • Participate in coaching and cross-training to support branch goals.
  • Other duties as assigned.

Skills

Customer service
Sales
Cash handling
Attention to detail
Communication

Education

High School Diploma or GED
Notary Certification (preferred)

Tools

CRM systems

Job description

Desert Financial Credit Union in Mesa, AZ is seeking a Teller to deliver accurate and friendly service while processing member transactions and promoting self-service options. You will build relationships, handle cash with care, and follow compliance standards to protect members and the credit union.

The role emphasizes consultative conversations, data integrity in CRM systems, and collaboration with the branch team.

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