Universal Banker​/Teller

Every employee is responsible for fulfilling our Mission Statement:
To improve the financial well‑being of our members, while providing world‑class service.

As a Financial Service Representative, you will perform a range of duties including teller, banker, and loan officer functions, processing member transactions, identifying member needs, and offering solutions.

• Actively listen to identify the financial needs and goals of members.
• Process deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with policies and procedures.
• Examine checks presented and determine hold requirements.
• Maintain a professional and courteous attitude during transactions.
• Be highly knowledgeable of all Credit Union products and services.
• Develop and maintain new and existing member relationships and ensure that their needs are met through world‑class service.
• Buy and sell currency from the vault as necessary, ensuring teller drawer cash limits are not exceeded.
• Make outbound calls to members for onboarding and relationship building.
• Offer solutions for members' financial needs by cross‑selling products and services.
• Answer basic inquiries regarding interest rates, fees, and account histories while complying with disclosure requirements, regulations, and privacy policies.
• Refer members that have Real Estate, Commercial Loan, and Wealth Management needs.
• Provide all information and documents needed for loan decisions honestly and accurately.
• Acquire necessary documentation to support loan application.
• Understand the Bank Secrecy Act and how it is applied.
• Other duties as assigned.

• Affordable health insurance with employer HSA contributions.
• 14.47% 401(k) contribution (no matching needed).
• 18 PTO days each year.
• 12 paid holidays.
• Opportunity for advancement and career growth.
• Ongoing paid training opportunities.
• Discounts on Credit Card interest rates.
• Discounts on Mortgage Loan fees.
• Other employee banking perks.

• High School diploma, G.E.D., or other equivalent.
• 6 months of similar or related experience preferred.
• Effective communication skills.
• Proficient with standard office business machinery and software.
• Working knowledge of Microsoft Word, Excel, and Outlook.
• Previous cash handling experience.

• Works primarily in a branch office environment with occasional trips to field environments.
• Requires seeing, talking, hearing, and performing repetitive movements with arms, hands, and fingers; use of computer, phone, and standard office equipment.
• May need close vision and distance vision.
• May need to climb, balance, stoop, kneel, or crouch; occasionally lift or move up to 50 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Referrals increase your chances of interviewing at Canyon View Credit Union by 2x.