Teller - Moon Valley

Desert-Financial-Credit-Union

Phoenix (AZ)

On-site

USD 21,000 - 28,000

Full time

2 days ago
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Benefits offered by this job

Drug-free workplace
EEO/AA employer
Pre-employment substance abuse testing

Job summary

Desert Financial Credit Union in Phoenix, AZ is seeking a Teller to deliver accurate, courteous service while handling member transactions with precision and compliance. You will welcome members, manage lobby flow, process deposits and withdrawals, and use digital tools to promote self-service options.

You will engage in basic consultative conversations to identify needs and support branch goals through teamwork. Required: High School diploma or GED and 1+ year of Sales and Service experience.

Qualifications

  • High School diploma or GED required.
  • 1+ year of experience in Sales and Service required.
  • Notary and NMLS preferred; notary within 30 days preferred.
  • Demonstrates high accuracy in processing transactions and records.
  • Clear, patient communication and professional interactions.
  • Comfort with technology and willingness to learn new systems.

Responsibilities

  • Build trusted member relationships by welcoming members to the branch.
  • Manage lobby traffic and appointment scheduling with courteous, professional support.
  • Process deposits, withdrawals, check payments, and account servicing with accuracy.
  • Uphold compliance, take ownership of issue resolution, and address potential fraud or security concerns.
  • Engage in consultative conversations to identify needs and provide basic guidance.
  • Promote self-service options and assist with CRM/digital tools adoption.
  • Coaching, feedback, and cross-training to support branch goals.
  • Other duties as assigned.

Skills

Customer service
Sales and service
Cash handling
Accuracy and precision
Communication skills
Teamwork

Education

High School diploma or GED
NMLS
Notary

Tools

CRM systems

Job description

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service experiences. They focus on service excellence and financial wellbeing by building trust through member transactions, handling cash responsibly, and engaging in basic consultative conversations to identify member needs. Tellers exemplify Desert Financial’s dedication to outstanding service by performing every transaction with precision, adhering to operational and compliance standards, and providing courteous, solutions-oriented support to every member. As key members of the branch team, they build foundational knowledge of credit union products and services while developing the skills to support members’ financial wellbeing, promote self-service adoption, and maintain a welcoming, inclusive branch environment.

What you will do here:

Build trusted member relationships by welcoming members to the branch, managing lobby traffic and appointment scheduling, and providing courteous, professional, and solutions-oriented support that fosters long-term trust.

Deliver accurate, compliant, and professional service by processing member transactions such as deposits, withdrawals, check payments, and account servicing with precision and care. Uphold operational standards, follow compliance policies, take ownership of issue resolution, and act promptly on potential fraud or security concerns.

Engage members in consultative conversations to identify member financial needs, provide basic financial guidance, and submit qualified referrals that support member financial wellbeing and deepen relationships.

Use and promote digital tools and CRM systems to accurately complete transactions, maintain data integrity, and assist members in adopting self-service options for convenience and engagement.

Pursue continuous learning and development by participating in coaching, feedback sessions, and cross-training opportunities to enhance personal performance and support branch goals.

Other duties as assigned.

What you will need:

High School Diploma or GED required.

1+ years of experience in Sales and Service required.

Previous experience with cash handling preferred.

Demonstrates a high level of accuracy and focus in processing transactions, maintaining records, and adhering to procedures; recognizes and resolves discrepancies proactively required.

Displays genuine care, patience, and professionalism in every interaction; recognizes member emotions and responds appropriately to build trust and strengthen relationships required.

Adapts quickly to evolving processes, technologies, and priorities while maintaining a positive and solutions-focused mindset in a fast-paced, dynamic environment required.

Communicates clearly and confidently; actively listens to understand member needs and convey information accurately required.

Contributes positively to branch goals through teamwork, communication, and shared accountability; supports peers and fosters a cooperative, inclusive environment required.

Demonstrates comfort with technology and eagerness to learn new systems or tools; embraces ongoing feedback and professional growth opportunities required.

Notary – State Certification within 30 days preferred.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

Qualifications
Education
Required

High School or better.

Licenses & Certifications
Preferred

NMLS

NOTARY

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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