Senior Bilingual Teller: Trusted Financial Guide

Desert Financial Credit Union; Mesa (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Desert Financial Credit Union is seeking a Senior Teller to deliver accurate, efficient service while expanding member relationships and trust within the branch. You will handle a wide range of transactions with precision and adhere to compliance standards.

You will engage in elevated consultative conversations to identify member needs, promote digital tools, and support branch leadership with opening/closing responsibilities.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service.
• 1+ years of experience with cash handling.
• 1+ years of previous financial institution experience.
• Notary – State Certification registered (preferred).

Responsibilities

• Build trusted member relationships by welcoming members to the branch, managing lobby traffic and appointment scheduling, and providing courteous, professional, and solutions-oriented support that fosters long-term trust.
• Deliver accurate, compliant, and expert-level teller service by processing a wide range of transactions. These transactions include deposits, withdrawals, check payments, and basic account servicing, as well as more complex needs such as account maintenance, ownership changes, wire requests, IRA transactions, automatic transfer requests, disputes, and notary services. Uphold operational standards, ensure accuracy, follow compliance policies, and act promptly on fraud or security concerns.
• Engage members in elevated consultative conversations to identify member financial needs, provide basic financial guidance, and submit qualified referrals that support member financial wellbeing and deepen relationships.
• Use and promote digital tools and CRM systems to accurately complete transactions, maintain data integrity, and assist members in adopting self-service options for convenience and engagement.
• Apply sound judgment to provide escalated operational support to Branch Leadership and the team, including but not limited to opening and closing the branch, performing transactional overrides within scope, de‑escalating member complaints, assisting with vault responsibilities as assigned, and maintaining engagement of the team in the absence of a leader.
• Other duties as assigned.

Skills

Cash handling

Sales and service

Financial institution experience

Attention to detail

Strong communication

Emotional intelligence

Tech-savvy / CRM systems

Education

High School Diploma or GED

Tools

CRM systems

Job description

Desert Financial Credit Union is seeking a Senior Teller to deliver accurate, efficient service while expanding member relationships and trust within the branch. You will handle a wide range of transactions with precision and adhere to compliance standards.

You will engage in elevated consultative conversations to identify member needs, promote digital tools, and support branch leadership with opening/closing responsibilities.