Teller II

Sacramento Credit Union; California (MO); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Paid Sick Leave

Paid Time Off

Paid holidays

Life insurance/AD&D

Short-term and long-term disability

401(k)

Job summary

Sacramento Credit Union’s Arden Branch is seeking a Financial Service Representative II (Teller II) who delivers friendly member service, processes transactions accurately, and cross-sells financial products. The role requires adherence to policies and active participation in branch operations.

The position offers a fixed 37/40-hour schedule with shifts listed (Mon–Sun). You will open accounts, onboard new members in Synapsys, maintain IRAs, enroll members in online/mobile banking, and help meet

Qualifications

• High School Diploma or G.E.D. with related work experience.
• 1–3 years teller experience in a credit union or bank.
• Knowledge of credit union products, policies, procedures, laws, and regulations.
• Proven ability to cross-sell credit union products and services and meet referral goals.
• Ability to analyze member account history and mitigate loss when placing holds and approvals.
• Ability to provide guidance and work direction to FSS Is, and train newly hired FSS Is.
• Ability to perform audit processes and maintain records (ATM and TCR).
• Ability to operate ten key and other office equipment, such as printers and copy machine.
• Excellent written and verbal communication; able to maintain effective working relationships.

Responsibilities

• Performs all the duties of a Financial Service Specialist I (Teller I).
• Demonstrates the ability to cross-sell credit union products and services.
• Consistently meets or exceeds referral goals as assigned.
• Assists on the platform to open new accounts (Personal, Trust, and Specialty) and manage joint account holders.
• Onboards new members in Synapsys and follows up via phone/email to ensure needs are addressed.
• Refers new members to FSS III for additional cross-sale opportunities.
• Opens IRAs and completes IRA maintenance such as withdrawals, rollovers, and transfers.
• Able to process deceased account closures and Member Account Transfers.
• Audits New Accounts packets and daily branch work.
• Can open and/or close the branch and activate/deactivate the alarm, as needed.
• Enrolls members in online and mobile banking.
• Identifies and reports fraudulent activity to management.
• Maintains knowledge of SCU policies, BSA and Money Laundering procedures.
• Assists at other branches as needed.
• Participates in community and business development events.

Skills

Customer service

Cross-selling

Communication

Attention to detail

Education

High School Diploma or GED

Tools

Ten-key

Office equipment

Job description

TITLE: FINANCIAL SERVICE REPRESENTATIVEII (TELLER II)

DEPARTMENT: ARDEN BRANCH

REPORTS TO: ASSISTANT BRANCH MANAGER

PAY SCALE: $21.00 - $24.00 PER HOUR

Sacramento Credit Union is seeking candidates who enjoy being of service to customers, possess excellent communication skills and have the ability to cross-sell products and services for our FinancialService Specialist II (Teller II) position at our Arden branch. Individuals who derive satisfaction and accomplishment from assisting others would be successful in our environment.

All Tellers have a fixed schedule so it’s perfect for individuals wanting a work/life balance. The 37/40-hour schedule is as follows:

Monday 8:30 am - 5:30 pm

Tuesday 8:30 am - 5:30 pm

Wednesday 8:30 am - 5:30 pm (OFF when schedule to work Saturday)

Thursday 8:30 am - 5:30 pm

Friday 8:30 am - 5:30 pm or 9:30 am - 6:30 pm (Rotating)

Saturday 9:30 am - 2:30 pm (OFF when schedule to work Wednesday)

Sunday Off

RESPONSIBILITIES INCLUDE:

• Performs all the duties and functions of a Financial Service Specialist I (Teller I).
• *Demonstrates the ability to cross-sell credit union products and services.
• *Consistently meets or exceeds referral goals as assigned.
• *Assists on the platform to open new accounts (Personal, Trust, and Specialty) and adding/removing joint account holders.
• *Onboards new members in Synapsys and conducts follow up via phone/email to ensure members’ needs have been addressed.
• *Refers new members to FSS III for additional cross sale opportunities.
• *Open IRAs and complete IRA maintenance such as withdrawals, rollovers, and transfers.
• *Able to process deceased account closures and Member Account Transfers.
• Assists with auditing New Accounts packets and daily branch work.
• *Can open and/or close the branch and activate/deactivate the alarm, as needed.
• *Enroll members in online and mobile banking.
• *Identifies and reports fraudulent activity to management in accordance with current procedures to prevent potential loss to the credit union.
• *Maintain knowledge and adhere to all SCU’s policies and procedures, rules, and regulations for the FSS area, including robbery, Bank Secrecy Act and Money Laundering policies and procedures.
• *Assist at other branches, as needed.
• Participates in community and business development events to increase brand awareness and drive new business.
• *Maintains effective communication and working relationships with all members and co-workers.
• *Adheres to SCU’s Dress Guidelines.
• *Maintains good attendance record.
• *Performs other related duties as assigned.

MINIMUM QUALIFICATIONS:

• High School Diploma or G.E.D. and related work experience
• One to three years’ teller experience in a credit union or bank.
• Demonstrated knowledge of credit union products and services, policies, procedures, laws, and regulations desired.
• Demonstrated consistent ability to cross-sell credit union products and services and meet minimum expectations on referral goals.
• Ability to analyze member account history and mitigate loss when placing holds and approvals.
• Ability to provide guidance and work direction to FSS Is, and train newly hired FSS Is.
• Ability to perform audit processes and maintain records (ATM and TCR)
• Ability to operate ten key and other office equipment, such as printers and copy machine.
• Demonstrated ability to resolve complicated member issues.
• Ability to communicate effectively, both written and verbally, and maintain effective working relationships.

PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time:

• Prolonged standing throughout the workday. A teller stool is provided.
• View computer screen for extended periods, up to 90% of the time.
• Keyboarding majority of day, up to 90% of the time.
• Bend/stoop to lift cash drawer up to 30 pounds, up to 10% of the time.

Our excellent benefits package includes medical/dental/vision insurance, Paid Sick Leave, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more. It is Sacramento Credit Union’s policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.