Member Services Teller: Transactions & Referrals

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

Job summary

California Coast Credit Union is seeking a Teller within a branch to provide courteous member service and accurate transaction processing.

You will greet members, handle cash, and balance drawers while following credit union policies and procedures.

The role involves identifying cross-selling opportunities and referring members to Personal Financial Representatives while supporting daily branch operations and meeting service goals.

Qualifications

• This position requires a high school diploma or equivalent; prior cash handling and sales experience are preferred.
• Teller I: 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 performance in sales and service.
• Teller III: 3 years experience in a financial institution as a teller plus proven performance in sales and service.
• Excellent communication skills with attention to detail.

Responsibilities

• Process member transactions and requests accurately and timely.
• Greet members with a friendly demeanor.
• Refer members to appropriate staff for sales opportunities.
• Adhere to cash, key and dual control policies and procedures.
• Comply with policies and procedures.

Skills

Sales

Member service

Cash handling

Communication

Attention to detail

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Windows applications

Job description

California Coast Credit Union is seeking a Teller within a branch to provide courteous member service and accurate transaction processing.

You will greet members, handle cash, and balance drawers while following credit union policies and procedures.

The role involves identifying cross-selling opportunities and referring members to Personal Financial Representatives while supporting daily branch operations and meeting service goals.