Teller

Appone; Modesto (CA); On-site; USD 60,174,000 - 74,501,000; Full time

Job summary

Billion-dollar credit union in Modesto, CA is seeking a Member Experience Specialist to handle member transactions, cross-sell products, and provide excellent service. The role involves cash handling, deposits, loans, and maintaining accuracy in daily cash operations.

Ideal candidates have 1+ years of customer service experience, strong communication skills, and a commitment to member satisfaction. Full-time schedule with branch hours and compliance with credit union policies.

Qualifications

• 1+ years of customer service and cash handling experience required.
• Professional, dependable and flexible behavior.
• Excellent communication and interpersonal skills.
• Knowledge of credit union products and services preferred.

Responsibilities

• Perform member transactions with accuracy (cash, checks, money orders).
• Identify cross-sell opportunities and use cross-sell software.
• Balance cash drawer daily and report any outages.
• Assist branches and departments with member requests and verifications.
• Maintain knowledge of Credit Union policies and regulations.

Skills

Customer service

Cash handling

Communication

Interpersonal skills

Problem solving

Education

High school diploma

Tools

Account Cross Sell

Job description

About the Organization Billion-dollar credit union serving nearly 80,000 members throughout California’s beautiful Central Valley is looking to expand their team. For over 75 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of better rates, lower fees, and access to fair credit. We pride ourselves in helping our members achieve their financial dreams. At the end of the day, we are optimists, partnering with our members and community to empower a brighter future. Together, we are doing great things for the community we call home.

Description

Perform member transactions with a high level of accuracy, including but not limited to, receiving and disbursing cash, checks and money orders selling stamps and discount tickets, processing deposits and loan payments according to the members' request and credit union procedures. Identify cross sales opportunities and use Account Cross Sell software for tracking. The goal is to assist members in meeting their financial needs while providing a superior level of member service.

• Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with member to assure needs are met and minimize redoing.
• Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payments.
• Research, troubleshoot and resolve customer and internal inquiries regarding policies, practices and products.
• Issues money orders, receives currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures.
• Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
• Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member requests and merchant verifications.
• Other duties as assigned.

Experience, Education & Skills

• Must have 1+ years of customer service and cash handling experience
• Employee must be professional, dependable, and flexible
• Excellent communication skills
• Excellent interpersonal skills with members as well as co-workers
• Maintain enthusiasm towards job functions and duties
• Maintain thorough knowledge of all Credit Union products and services
• Ability to evaluate each member’s financial situation and cross-sell beneficial products and services
• Support sales and service objectives; meet monthly, quarterly and annual goals as set forth by management
• Employee must possess problem resolution skills
• Maintain knowledge of rules and regulations that govern credit unions including but not limited to, BSA, OFAC and Reg. CC.
• Read and carry out various written instructions and follow oral instructions

Pay Range & Work Schedule

• This position is a Grade 4, with a pay rate ranging from $21- $26 per hour
  • The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience
  • The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations
• Full Time, typically 40 hours per week. Schedule will be based around branch's hours of operation, which are as follows:
  • Monday to Thursday- 9am to 5:30pm
  • Friday- 9am to 6pm
  • Saturday- 9am to 1pm
  • Flexibility to occasionally work early or late hours, typically with advance notice

Position Requirements

Mental/Emotional Requirements

• Technical aptitude to understand complex programs and applications.
• Displays courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Strong written, verbal, and interpersonal skills.
• Detail-oriented, organized, accurate and ability to adapt to change. Excellent decision making and time management skills.
• Well-developed analytical and problem-solving skills. Ability to trouble-shoot problems and research capabilities of current or proposed products.

Physical Requirements

• Exert up to 50 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Sedentary work involves sitting most of the time.
• The incumbent is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; typing; viewing a computer screen and reading.
• Climb/descend stairs in an emergency situation.
• Operate routine office equipment including personal computers, copy machines, mobile and landline phones, calculator and others as needed.
• Maintain working on a computer for six to eight hours daily, on average.
• Work extended hours if required or requested by management.
• Regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Other Requirements

• Perform job functions independently, or with limited supervision, and work effectively either on own or as part of a team.
• Read and carry out various written instructions and follow oral instructions.
• Speak clearly and deliver information in a logical and understandable sequence.
• Effectively handle multiple, simultaneous, and changing priorities.
• Exercise highest level of discretion on both internal and external confidential matters

Location J St. - Modesto

Full-Time/Part-Time Full-Time

Exempt/Non-Exempt Non-Exempt

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.

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