Teller I–III: Customer‑First Financial Pro, Growth Path

Cal Coast Credit Union; Escondido (CA); On-site; USD 26,000 - 29,000; Full time

Job summary

California Coast Credit Union is seeking a teller-focused professional in California. The role centers on processing member transactions, addressing requests, and referring clients to Personal Financial Representatives for appropriate products and services.

The position emphasizes maintaining quality service, adhering to policies, and supporting branch operations with accuracy and integrity.

Qualifications

• High school diploma or equivalent is desired.
• Teller I: prior sales, member service and cash handling in a financial institution preferred.
• Teller II: 1 year teller experience with sales and service.
• Teller III: 3 years teller experience with sales and service and cash handling.

Responsibilities

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

Skills

Active listening

Emotional intelligence

Empathy

Grit

Self-motivation

Creative problem solving

Collaboration

Diversity & inclusion

Education

High school diploma or equivalent

Job description

California Coast Credit Union is seeking a teller-focused professional in California. The role centers on processing member transactions, addressing requests, and referring clients to Personal Financial Representatives for appropriate products and services.

The position emphasizes maintaining quality service, adhering to policies, and supporting branch operations with accuracy and integrity.