California Coast Credit Union - Poway, CA

posted 18 days ago

Part-time - Entry Level
Poway, CA
Credit Intermediation and Related Activities

About the position

The Teller position at California Coast Credit Union is a part-time role focused on providing exceptional service to members by processing transactions, addressing member requests, and referring financial products and services. The role emphasizes adherence to the credit union's policies and quality service standards while fostering a positive work environment and community engagement.

Responsibilities

  • Process member transactions accurately and timely.
  • Perform account file maintenance and handle member issues.
  • Identify cross-selling opportunities and refer members to Personal Financial Representatives.
  • Meet or exceed established monthly and annual sales and service goals.
  • Maintain thorough knowledge of all products, services, policies, and procedures.
  • Follow quality service standards to ensure exceptional service is provided.
  • Ensure compliance with daily cash drawer balancing and limits.
  • Identify questionable or suspicious transaction activity and report it to management.
  • Perform necessary steps to ensure BSA/AML compliance.
  • Assist with branch balancing, opening and closing procedures, and other assigned tasks.

Requirements

  • High school diploma or equivalent is desired.
  • Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred.
  • Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service, and cash handling.
  • Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service, and cash handling.
  • Excellent communication skills and sound judgment.
  • Attention to detail and ability to follow directions from a supervisor.

Nice-to-haves

  • Previous experience with Microsoft Windows applications is preferred.
  • Ability to operate standard business machines such as computer, printer, fax, copier, and telephonic devices.

Benefits

  • Wellness Program opportunities for health and wellness.
  • Employee Activity Program for fun and engagement.
  • Positive work/life balance and employee-friendly culture.
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