Teller - Paradise Valley

Desert-Financial-Credit-Union; Phoenix (AZ); On-site; USD 32,000 - 42,000; Full time

Job summary

Desert Financial Credit Union is seeking a Teller to deliver accurate, efficient, and exceptional service, build trusted member relationships, and promote self-service options within a welcoming branch.

You will process deposits, withdrawals, checks, and simple account servicing with precision, adhere to operational policies, and actively participate in coaching and cross-training to support branch goals and member financial wellbeing.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service required.
• Previous cash handling experience preferred.
• Demonstrates accuracy in processing transactions and maintaining records.
• Strong communication and customer service mindset required.

Responsibilities

• Welcome members to the branch and manage lobby traffic with courteous service.
• Process deposits, withdrawals, and simple account servicing with precision and compliance.
• Engage in consultative conversations to identify member needs and provide referrals.
• Promote digital tools and CRM usage for self-service adoption.
• Participate in coaching, cross-training, and support branch goals.

Skills

Customer service

Sales and service

Cash handling

Attention to detail

Clear communication

Education

High School Diploma or GED

Tools

CRM software

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.