Teller Career Path: Service, Growth & Cross-Sell

Cal Coast Credit Union; Escondido (CA); On-site; USD 26,000 - 36,000; Full time

Job summary

California Coast Credit Union is seeking a teller team member to provide exceptional member service, process transactions, and refer financial products to Personal Financial Representatives. The role emphasizes accuracy, problem solving, and adherence to BSA/AML policies in a busy branch environment.

Join a member-focused credit union that values service quality, teamwork, and professional growth. The position may require occasional evening shifts and weekend coverage to support branch

Qualifications

• A high school diploma or equivalent is desired.
• Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred
• Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
• Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
• Excellent communication skills; sound judgment and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.

Responsibilities

• Process member transactions and requests accurately and timely.
• Greet members with a friendly, outgoing and positive demeanor.
• Ensure sales and service goals are met.
• Refer members to appropriate staff for sales opportunities.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.

Skills

Cash handling

Sales

Member service

Customer service

Education

High school diploma

Tools

Microsoft Windows

Job description

California Coast Credit Union is seeking a teller team member to provide exceptional member service, process transactions, and refer financial products to Personal Financial Representatives. The role emphasizes accuracy, problem solving, and adherence to BSA/AML policies in a busy branch environment.

Join a member-focused credit union that values service quality, teamwork, and professional growth. The position may require occasional evening shifts and weekend coverage to support branch