PT Teller

Coastal Community FCU; Houston (TX); On-site; USD 29,000 - 36,000; Full time

Job summary

Coastal Community FCU in Houston is seeking a Credit Union Teller to support member transactions and build trusted relationships with members. You will process teller activities and guide members toward appropriate services.

The role emphasizes accuracy, adherence to credit union procedures, and offering friendly, professional service while collaborating with teammates to meet member needs and goals.

Qualifications

• At least 6 months of customer/member interaction experience.
• Ability to educate members on mobile banking options.
• Proactive, professional interaction with members and team.

Responsibilities

• Process teller transactions and assist members to connect with service reps.
• Support operations while minimizing risk under policy.
• Handle routine transactional and customer support tasks across systems.
• Follow directions from managers and exercise good judgment.
• Escalate issues to more experienced roles when needed.
• Engage with members to understand financial needs and provide service.
• Identify information and services to meet member needs.

Skills

Customer service

Cash handling

Team player

Fraud awareness

Tools

Banking software

Job description

Description

As a Credit Union Teller, the responsibilities include processing member transitions, and overseeing cash

• Support member engagement by processing teller transactions and making appropriate introductions to member service representatives.
• Complete operational activities while minimizing risks under established policies
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of credit union procedures and products, as well as partners across the organization
• Receive directions from managers and exercises judgment within defined policies and procedures
• Escalate questions and issues to more experienced roles
• Interact with members and individuals to demonstrate care, build relationships, and complete requested transactions
• Identify information and services to meet members financial needs

Requirements

Required Qualifications:

• 6+ months of interacting with customer/member experience, or equivalent demonstrated through work experience, or training.

Desired Qualifications:

• Member service focus with experience handling complex transactions across multiple systems
• Ability to educate and connect members to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with members and team members
• Experience working with others on a team to meet member needs
• Cash handling experience
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues

Job Expectations:

Ability to work a Saturday schedule