Member Services Teller - Sales & Service Expert

California Coast Credit; La Mesa (CA); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Wellness program

Employee Activity Program

Positive work environment

Job summary

California Coast Credit Union is seeking a full-time staff member in La Mesa, CA to handle member transactions and requests with accuracy and a service-first mindset.

You will identify cross-selling opportunities and refer members to Personal Financial Representatives while maintaining knowledge of products, policies, and procedures. Expect to balance drawers, follow security protocols, and support back-up duties as needed.

Qualifications

• High school diploma or equivalent preferred.
• Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred
• Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
• Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
• Excellent communication skills; sound judgment and attention to detail.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism.
• Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions.

Responsibilities

• Process member transactions and requests accurately and timely.
• Greet members with a friendly, outgoing and positive demeanor.
• Ensure sales and service goals are met.
• Refer members to appropriate staff for sales opportunities.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
• Ability to tolerate long periods of standing with occasional walking/sitting.
• Ability to use keyboard, mouse and other peripherals.

Skills

Leadership

Empathy

Active listening

Grit

Motivation

Creative problem solving

Diversity

Inclusion

Education

High school diploma

Teller I/II/III experience

Tools

Windows applications

Job description

California Coast Credit Union is seeking a full-time staff member in La Mesa, CA to handle member transactions and requests with accuracy and a service-first mindset.

You will identify cross-selling opportunities and refer members to Personal Financial Representatives while maintaining knowledge of products, policies, and procedures. Expect to balance drawers, follow security protocols, and support back-up duties as needed.