Personal Teller — Flexible Hours & Customer Focus

Financial Partners Credit Union; Costa Mesa (CA); Hybrid; USD 28,000 - 34,000; Full time

Job summary

Financial Partners Credit Union in Costa Mesa, CA is seeking a Personal Teller to deliver exceptional service while handling daily transactions with accuracy and efficiency. You will assist customers with deposits, withdrawals, payments, and inquiries, while upholding banking policies and privacy standards.

As the primary contact at the branch, you’ll identify customer needs and promote suitable financial products, requiring strong attention to detail, excellent communication, and the ability to

Qualifications

• High school diploma or equivalent.
• Basic math and computer skills.
• Attention to detail and accuracy in handling cash.
• Excellent interpersonal and communication skills.
• Ability to adhere to banking regulations.

Responsibilities

• Process routine banking transactions such as deposits, withdrawals, check cashing, and loan payments accurately.
• Provide friendly, professional service to customers by answering questions, resolving issues, and guiding them through banking procedures.
• Identify opportunities to cross-sell bank products and services that meet customer needs and refer them to appropriate specialists when necessary.
• Maintain compliance with all banking regulations, policies, and security procedures to protect customer information and prevent fraud.
• Balance cash drawer at the beginning and end of each shift and prepare daily transaction reports.

Skills

Attention to detail

Strong communication

Basic math

Customer service

Cash handling

Education

HS diploma

Tools

Banking software

Job description

Financial Partners Credit Union in Costa Mesa, CA is seeking a Personal Teller to deliver exceptional service while handling daily transactions with accuracy and efficiency. You will assist customers with deposits, withdrawals, payments, and inquiries, while upholding banking policies and privacy standards.

As the primary contact at the branch, you’ll identify customer needs and promote suitable financial products, requiring strong attention to detail, excellent communication, and the ability to