Teller ,II,III; Santee

Job Objective

This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union’s policies, procedures and quality service standards.

Reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position.

• Processes member transactions. Performs account file maintenance and handles member issues.
• Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
• Meets/exceeds established monthly/annual sales and service goals.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Follows quality service standards to ensure exceptional quality service is provided.
• Ensures compliance with daily cash drawer balancing and limits.
• Identifies questionable or suspicious transaction activity, reporting it to management to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• May serve as back-up to Personal Financial Assistant.
• Assists with branch balancing, opening/closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned.
• Shared Branches – Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members.
• Performs other relevant duties as required.

• A 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; sound judgment and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions, interact effectively with coworkers, follow policies and procedures, and accept constructive criticism.
• Occasional Saturday, Sunday and evening shifts may be required.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

• Process member transactions and requests accurately and timely.
• Greet members with a friendly, outgoing and positive demeanor.
• Ensure sales and service goals are met.
• Refer members to appropriate staff for sales opportunities.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
• Ability to tolerate long periods of standing with occasional walking/sitting.
• Ability to use keyboard, mouse and other peripherals.
• Work is primarily performed within an office setting. Subject to standard background noise in an office environment.

Staff may be assigned various tasks, projects and administrative duties as needed. Management reserves the right to assign or change duties at their discretion.

California Coast Credit Union is an Equal Opportunity Employer.