Teller I - Floater

Wheelhouse Credit Union; San Diego (CA); On-site; USD 36,000 - 52,000; Full time

Job summary

Wheelhouse Credit Union in San Diego is seeking a Teller to perform routine member transactions, including deposits, withdrawals, loan payments, and account inquiries. The role requires accuracy, friendliness, and professional conduct, with relocation as needed within multiple branches.

You will balance cash drawers daily, handle deposits and transfers, process mail, and support sales goals while adhering to BSA/CIP regulations and privacy policies.

Qualifications

• High school diploma or equivalent required.
• Minimum six months of cash handling experience in a customer service environment.
• Proficiency with 10-key adding machine, online computer system, and typewriter (min typing speed 40 wpm).
• Excellent collaborative skills and ability to maintain positive working relationships.
• Knowledge of confidentiality, security, and professional conduct per Credit Union policy.

Responsibilities

• Maintain and balance a cash drawer daily.
• Accept deposits, withdrawals, transfers, loan payments, payoffs, VISA cash advances, and process mail daily.
• Process stop payments.
• Provide members with information on account status, including balances and payoff amounts.
• Respond to member requests and problems, directing to the proper person as needed.
• Provide general information about Credit Union services, membership eligibility, and rates.
• Promote and cross-sell Credit Union products and services.
• Issue and encode ATM cards.
• Sell Traveler’s Checks and maintain inventory logs.
• Prepare payroll deduction forms and net checks/ACH requests.
• Ensure compliance with BSA and CIP programs.
• Meet and achieve sales and service goals.
• Other duties as assigned.

Skills

Cash handling

Customer service

Money transactions

Education

High school diploma or equivalent

Tools

10-key adding machine

On-line computer system

Typewriter

Job description

Description

To perform routine member transactions such as receiving and disbursing funds, posting deposits, loan payments, and withdrawals in an accurate, efficient, friendly, and professional manner. This position will also remain current on all laws, rules and regulations including BSA and CIP programs and processes. Availability to work and relocate as needed within multiple locations in any given day.

• Maintain and balance a cash drawer daily.
• Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
• Process stop payments.
• Provide members with information pertaining to account status, including current balances and loan pay-off amount.
• Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
• Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
• Promote and cross-sell Credit Union products and services.
• Issue and encode ATM cards.
• Sell Traveler’s Cheques and maintain individual inventory log.
• Prepare payroll deduction forms and net check/ACH requests.
• Ensure compliance with all processes pertaining to BSA and CIP programs.
• Meet and achieve established sales and service goals.
• Other duties as may be assigned.

Description

To perform routine member transactions such as receiving and disbursing funds, posting deposits, loan payments, and withdrawals in an accurate, efficient, friendly, and professional manner. This position will also remain current on all laws, rules and regulations including BSA and CIP programs and processes. Availability to work and relocate as needed within multiple locations in any given day.

• Maintain and balance a cash drawer daily.
• Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
• Process stop payments.
• Provide members with information pertaining to account status, including current balances and loan pay-off amount.
• Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
• Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
• Promote and cross-sell Credit Union products and services.
• Issue and encode ATM cards.
• Sell Traveler’s Cheques and maintain individual inventory log.
• Prepare payroll deduction forms and net check/ACH requests.
• Ensure compliance with all processes pertaining to BSA and CIP programs.
• Meet and achieve established sales and service goals.
• Other duties as may be assigned.

Essential Duties And Responsibilities

• Maintain and balance a cash drawer daily.
• Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
• Process stop payments.
• Provide members with information pertaining to account status, including current balances and loan pay-off amount.
• Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
• Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
• Promote and cross-sell Credit Union products and services.
• Issue and encode ATM cards.
• Sell Traveler’s Cheques and maintain individual inventory log.
• Prepare payroll deduction forms and net check/ACH requests.
• Ensure compliance with all processes pertaining to BSA and CIP programs.
• Meet and achieve established sales and service goals.
• Other duties as may be assigned.

Requirements

• High school diploma or equivalent.
• Minimum of six month of cash handling experience in a customer service environment.
• Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
• Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
• Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress