Jobs · Accounting · California

Assistant Accounts Officer

Kapitalförmedling Sverige AB · California, United States · 2 mo ago
AccountingPart-time

As a Teller at Capital, you are the face of the credit union. It's more than just processing financial transactions—it's building lasting relationships with members and providing exceptional service.

Responsibilities

  • Process financial transactions accurately and efficiently, including deposits, withdrawals, loan payments, and cashier’s checks.
  • Provide friendly, professional, and knowledgeable service to members, addressing their needs and answering questions.
  • Identify opportunities to cross-sell credit union products and services, such as accounts, loans, and credit cards.
  • Maintain a balanced cash drawer and adhere to security and compliance procedures.
  • Resolve member concerns or escalate issues to the appropriate team when necessary.
  • Promote a positive and welcoming environment for members and colleagues.

Requirements

  • High school diploma or equivalent required; some college or financial services experience preferred.
  • Previous cash handling or customer service experience in a retail, banking, or credit union environment.
  • Strong communication and interpersonal skills, with a focus on building rapport with members.
  • Ability to work in a fast-paced environment while maintaining accuracy and attention to detail.
  • Basic math skills and proficiency with computer systems and financial software.
  • Commitment to upholding the credit union’s mission and values.

Skills

  • Customer service excellence
  • Cash handling and transaction processing
  • Sales and relationship-building
  • Problem-solving and conflict resolution
  • Time management and multitasking

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