Part-Time Teller & Member Services Pro

California Credit Union; Santa Ana (CA); In loco; USD 29.000 - 36.000; Part-time

Descrizione del lavoro

California Credit Union in Santa Ana seeks a Part Time Teller/Member Services Representative to provide exceptional service at the branch, handle deposits, withdrawals, payments, and related transactions, and assist members with account needs.

The role emphasizes accurate cash handling, cross-selling, and maintaining member relationships, with duties including balance procedures and maintaining service standards. Availability includes evenings or Saturdays.

Competenze

• 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

Mansioni

• 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.
• 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.

Conoscenze

Customer service

Sales background

Cash handling

Teamwork

Problem solving

Formazione

High school diploma or GED

Descrizione del lavoro

California Credit Union in Santa Ana seeks a Part Time Teller/Member Services Representative to provide exceptional service at the branch, handle deposits, withdrawals, payments, and related transactions, and assist members with account needs.

The role emphasizes accurate cash handling, cross-selling, and maintaining member relationships, with duties including balance procedures and maintaining service standards. Availability includes evenings or Saturdays.