Entry Level Bank Teller (Mira Mesa)

Position Summary

Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization.

About the role

Processes routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, cashier check purchases, loan and VISA advances, lobby drop and closing accounts. Balances cash drawer daily, processes direct deposit forms, processes daily mail, provides dual control to balance the cash vault. Identifies and offers products and services to members to meet their financial needs and/or refers the member to an appropriate representative or partner. Participates in campaigns, member outreach efforts, meetings and one-on-ones with management. Meets established performance goals as assigned. Accurately records and tracks all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Answer basic member inquiries pertaining to their account. Conduct routine research on member accounts as necessary or requested. Assists members by accepting and/or completing applicable forms. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.

Essential Duties And Responsibilities

• Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, cashier check purchases, loan and VISA advances, lobby drop and closing accounts.
• Balances cash drawer daily, processes direct deposit forms, processes daily mail, provides dual control to balance the cash vault.
• Identify and offer products and services to members to meet their financial needs and/or refers the member to an appropriate representative or partner.
• Participate in campaigns, member outreach efforts, meetings and one-on-ones with management.
• Meet established performance goals as assigned.
• Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
• Answer basic member inquiries pertaining to their account.
• Conduct routine research on member accounts as necessary or requested.
• Assists members by accepting and/or completing applicable forms.
• Participate in AML/BSA compliance training as assigned.
• Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.

Physical Demands and Work Environment

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear.
• The employee is frequently required to stand and reach with hands and arms.
• The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• The noise level in the work environment is usually moderate.

Schedule

Monday - 8:30am-5:30pm
Tuesday - OFF
Wednesday - 8:30am-5:30pm
Thursday - OFF
Friday - 8:30am-5:30pm
Saturday - 8:30am - 2:30pm
Sunday - OFF
Part time - 30 hours/week