Teller II: Member Services & Cross-Sell Specialist

Sacramento Credit Union; Sacramento (CA); On-site; USD 60,174,000 - 68,770,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid sick leave

Paid time off

Paid holidays

Life insurance/AD&D

Disability insurance

401(k)

Job summary

Sacramento Credit Union’s Arden Branch seeks a Financial Service Representative II (Teller II) who enjoys serving customers and can cross-sell credit union products and services. This role follows a fixed 37/40-hour schedule with scheduled days that include weekends as outlined, supporting member needs and referrals.

The position emphasizes cross-selling, opening/maintaining accounts, and assisting members with online and mobile banking. Strong communication and teamwork are valued at SCU.

Qualifications

• High School Diploma or GED and related work experience.
• 1–3 years teller experience in a credit union or bank.
• Demonstrated knowledge of credit union products, 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.

Responsibilities

• 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 FSSarea, 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.

Skills

Cross-sell

Communication skills

Education

High School Diploma or GED

Tools

Ten key

Printers

Copy machine

ATM

TCR

Job description

Sacramento Credit Union’s Arden Branch seeks a Financial Service Representative II (Teller II) who enjoys serving customers and can cross-sell credit union products and services. This role follows a fixed 37/40-hour schedule with scheduled days that include weekends as outlined, supporting member needs and referrals.

The position emphasizes cross-selling, opening/maintaining accounts, and assisting members with online and mobile banking. Strong communication and teamwork are valued at SCU.