Personal Teller - Part Time

About the role

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a service-oriented professional to join our team as a Personal Teller.

Responsibilities

• Accurately process member transactions including cashing checks, issuing official checks and money orders, receiving deposits, completing payments, processing withdrawals, transferring funds between shares, processing loan payoffs and paydowns, and conducting account research.
• Communicate effectively with members through live video sessions, ensuring responses are clear, concise, and professional.
• Identify member needs and provide appropriate solutions by presenting credit union products and services using benefit-based conversations.
• Validate member identity using established credit union security procedures.
• Exercise sound judgment when accepting negotiable items in order to minimize risk and prevent potential loss.
• Maintain a high level of member service while meeting or exceeding productivity standards for video sessions.
• Balance teller transactions at the end of each work shift.
• Follow all applicable credit union policies, procedures, and operational practices.
• Attend training programs offered by Learning and Development or approved by department management.
• Meet or exceed established sales, referral, and service goals.
• Maintain consistent attendance and adhere to department break and lunch schedules.
• Assist Personal Teller Team Leads with the day-to-day operation of the Personal Teller Center.
• Provide approvals and overrides to Personal Tellers within established limits when assisting leadership.
• Participate in routine reviews of teller sessions using observation tools to maintain service quality and professionalism.
• Review daily operational reports related to approvals, dormancy, and overrides.
• Assist with ensuring department policies, procedures, and practices are followed.
• Handle escalated member concerns when necessary, including fee reversals, check hold decisions, and service issues.
• Resolve member service complaints both verbally and in writing.
• Identify operational inefficiencies and provide recommendations to Personal Teller Center Leadership.

Requirements

• Associate’s degree (A.A.) from a two-year college or technical school, or one to two years of related experience and/or training; or an equivalent combination of education and experience.
• Prior retail service, teller, and/or call center experience.
• Ability to handle a high volume of transactions in a fast-paced video banking environment.
• Comfortable, professional, and friendly when interacting with members on camera.
• Demonstrated ability to analyze, reason, problem solve, and prioritize work independently.
• Ability to communicate complex financial information clearly to members with varying levels of financial knowledge.
• Ability to learn and operate multiple software applications simultaneously, including Microsoft Office, video banking systems, and credit union processing systems.
• Ability to multi-task while working across multiple monitors and systems.
• Previous banking or credit union experience required.
• Strong commitment to service and delivering exemplary member service in every interaction.

Qualifications

• Ability to work in a fast-paced, technology-enabled environment.
• Excellent communication skills, both verbal and written.
• Attention to detail and accuracy in processing transactions.
• Ability to manage multiple tasks and priorities.
• Positive attitude and customer service orientation.

Skills

• Proficiency in Microsoft Office Suite.
• Experience with video banking systems and credit union processing systems.
• Ability to work independently and as part of a team.
• Strong problem-solving and decision-making abilities.

Benefits

Financial Partners Credit Union offers a comprehensive benefits package including health insurance, retirement plans, paid time off, and more. We also provide opportunities for professional development and advancement within the organization.

Pay

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates.

Schedule

This position is full-time and requires a flexible schedule to accommodate the demands of the role, which includes working during peak hours and occasional evenings and weekends.