Teller

Credit-Union-of-Texas; DeSoto (TX); On-site; USD 21,000 - 28,000; Full time

Job summary

Credit Union of Texas is seeking a Teller to process member transactions with accuracy and exceptional service. You will identify member needs through conversation, recommend CUTX products, and contribute to branch sales and service goals in a regulated, secure environment.

The role emphasizes greeting members, handling cash with precision, and collaborating with specialists for complex needs, while complying with policies and confidentiality requirements.

Qualifications

• Accurate and courteous member interactions.
• Identify financial needs through conversation and activity review.
• Meet or exceed sales/service goals set by branch leadership.

Responsibilities

• Process member transactions (deposits, withdrawals, transfers, loan payments, check cashing, money orders).
• Balance cash drawer and resolve discrepancies.
• Greet members, identify needs, and explain CUTX products/services.
• Refer complex needs to specialists when beyond Teller scope.

Skills

Cash handling

Customer service

Active listening

Sales

Education

High School diploma

Tools

POS system

Job description

The Teller is a front-line ambassador for Credit Union of Texas, responsible for accurately and efficiently processing member financial transactions while delivering an exceptional, personalized service experience with every interaction. The Teller identifies member financial needs through active listening and conversation, recommends appropriate CUTX products and services to meet those needs, and contributes to branch sales and service goals. The role operates within strict regulatory, security, and confidentiality requirements and uses CUTX-approved technology and AI-assisted tools to support accurate transaction processing and member needs identification.

Key Responsibilities

Member Transactions & Service

• Accurately and efficiently process member transaction requests, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and cashier's checks.
• Deliver an 'unexpected experience' by providing consistently outstanding service to internal and external members with every interaction.
• Balance cash drawer and transactions daily in accordance with established procedures; research and resolve discrepancies promptly.
• Greet members warmly, listen actively to identify financial needs, and provide accurate information about CUTX products, services, and account features.

Needs Identification & Member Solutions

• Identify member financial needs through conversation and review of account activity, and recommend appropriate CUTX product and service solutions.
• Meet or exceed individual sales and service goals (referrals, product recommendations, member satisfaction) established by branch leadership.
• Refer members to Member Service Representatives, Loan Officers, or other CUTX specialists when needs extend beyond the Teller's scope.

Compliance & Risk