Member Services Teller – Financial Concierge

California Credit Union; Imperial Beach (CA); On-site; USD 29,000 - 36,000; Part time

Job summary

California Credit Union in Imperial Beach, CA is seeking a Part Time Teller/Member Services Representative to deliver exceptional face-to-face service and handle a variety of financial transactions. Based in a branch, you will support cross-selling opportunities, maintain accurate cash handling, and contribute to a team-focused environment while upholding service standards.

You will process deposits and withdrawals, update accounts, issue ATM cards, and respond to member inquiries by phone or

Qualifications

• A background in sales and new accounts is highly desirable
• Ability to work in a fast-paced environment
• High degree of accuracy
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment

Responsibilities

• Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc.
• Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
• Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners.
• Maintains cash drawer in accordance with assigned cash limits and policy and procedures, balances own daily work and may assist with the daily branch balancing procedures. Accurately completes all related documents.
• Has thorough knowledge of all Credit Union products and services, including but not limited to, deposit and loan products, digital and self-service opportunities, and other services offered to our members.
• Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral.
• Develop, expand and retain member relationship in order to increase member satisfaction.
• Adhere to Branch Service Level Standards, SLA’s and Corporate initiatives.
• Actively participates in marketing campaigns, promotions, sales and referral programs, contests, telemarketing, and meetings.

Skills

Sales

Cash Handling

Customer Service

Education

High School Diploma or GED

Job description

California Credit Union in Imperial Beach, CA is seeking a Part Time Teller/Member Services Representative to deliver exceptional face-to-face service and handle a variety of financial transactions. Based in a branch, you will support cross-selling opportunities, maintain accurate cash handling, and contribute to a team-focused environment while upholding service standards.

You will process deposits and withdrawals, update accounts, issue ATM cards, and respond to member inquiries by phone or