The Branch Teller I (or II) is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products. Also generates referrals to business partners accordingly. Responsibilities Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union pro... more details
Branch Teller I (or II) -Westlake Village (PT 30hrs)
LocationUS-CA-Westlake Village
ID2024-1129
Category
Sales
Position Type
Part-Time
Remote
No
Overview
The Branch Teller I (or II) is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products. Also generates referrals to business partners accordingly.
Responsibilities
Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners.
Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc. Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
Responds to member inquiries in person, by telephone, or by mail. Resolves routine issues and directs complex issues to the appropriate management staff member.
Participates in all assigned employee development programs in support of the Credit Union's commitment to excellence in sales and service, continuous improvement, quality, and teamwork.
Balances daily work.
Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
Performs routine office and clerical duties such as: requisitioning supplies and maintaining accurate, current files.
Maintains cash drawer in accordance with assigned cash limits and policy and procedures.
Must consistently report to work on time, as scheduled.
Other duties may be assigned.
Must be flexible to work out of any location at any time, as business needs dictate.
Branch Hours
Monday - Thursday: 9:00 AM to 5:00 PM
Friday: 9:00 AM to 6:00 PM
Saturday: 9:00 AM to 2:00 PM
Qualifications
Education
High School or GED
Experience
Must have at least 1 year to 24 months of customer service and/or cash handling experience
Knowledge, Skills & Ability
Must a working knowledge of the Microsoft suite of office products; Outlook, Word & Excel.
Must be detail oriented and have the ability to multi-task in a fast paced environment.
Must have a demonstrated ability to deliver consistently superior customer service.
Recent cash handling or previous teller experience preferred. Knowledge of Symitar system a plus.
Corporate Values
Practice open Communication with all levels;
Be Accountable by taking ownership of customer issues and responsibility for one’s actions;
Foster Teamwork by cooperating and collaborating with other employees;
Seek ways to make the workplace Fun for oneself & others;
Conduct oneself with Integrity by being honest, trustworthy and ethical in all work activities and interactions;
Work with a Service Orientation by having a genuine concern for the needs of one’s customers and by being friendly, professional and following through commitments; and
Demonstrate Humility in all interactions and remember to leave one’s ego at the door when one arrives to work.
Disclaimer
This job description is not designated to cover or contain a comprehensive listing of responsibilities, duties or activities that are required of the employee for this job. Responsibilities, duties and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
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