Part-Time Member Services Teller | Cash Handling & Sales

California Credit Union; Downey (CA); Sur place; USD 42 000 - 56 000; Plein temps

Résumé du poste

California Credit Union seeks a Member Service Representative to engage with branch members, process cash and non-cash transactions, and support cross-selling of products and services. The role emphasizes accuracy, customer service, and teamwork within a fast-paced branch environment.

The MSR will handle deposits, withdrawals, account servicing, and inquiries, while maintaining compliance with policies and procedures and contributing to sales goals. Strong communication is essential.

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.

Responsabilités

• 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.
• 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.

Connaissances

Sales background

Communication skills

Teamwork

Problem solving

Formation

High school diploma or GED

Description du poste

California Credit Union seeks a Member Service Representative to engage with branch members, process cash and non-cash transactions, and support cross-selling of products and services. The role emphasizes accuracy, customer service, and teamwork within a fast-paced branch environment.

The MSR will handle deposits, withdrawals, account servicing, and inquiries, while maintaining compliance with policies and procedures and contributing to sales goals. Strong communication is essential.