San Marcos - Senior Teller

About the role

As a Senior Teller, you'll serve as both a teller and platform representative, providing members with comprehensive financial support and guidance. You'll build relationships, solve problems, educate members on financial products, and work in a fast-paced environment where no two days are the same.

Responsibilities

• Welcome and engage every member with a warm, professional attitude.
• Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, transfers, loan payments, wire transfers, official checks, cash advances, gift cards.
• Open new accounts, shares, and credit card accounts.
• Conduct needs-based conversations to identify products and services that best fit members' financial goals.
• Educate members on digital banking tools and self-service channels.
• Follow up with members to ensure satisfaction and uncover additional opportunities to help.
• Support branch and individual sales goals through referrals and cross-selling that genuinely benefit members.
• Balance cash drawers and support end-of-day branch balancing activities.
• Prepare account-opening and credit card documentation accurately and in compliance with regulatory requirements.
• Protect member information and company assets by following all security procedures.
• Maintain knowledge of products, policies, procedures, and regulatory requirements, including BSA compliance.
• Assist team members with research and resolving balancing discrepancies.
• Participate in branch meetings, community events, and sales initiatives.

Requirements

• High School Diploma, GED, or equivalent.
• At least 12 months of retail and/or customer service experience, or 6 months of experience in a financial institution or similar industry.
• Basic computer proficiency and familiarity with Microsoft Office.
• Strong communication and problem-solving skills.

Preferred Qualifications

• Cash handling experience.
• Sales or cross-selling experience.
• Experience in a retail banking or credit union environment.
• Familiarity with Symitar.

Benefits

• Competitive compensation
• 18 days of PTO during your first year
• 12 paid holidays annually
• Full 6% 401(k) match
• Comprehensive medical, dental, and vision coverage
• Life insurance and additional voluntary benefits
• Employee wellness resources, including an on-site gym
• Career development opportunities
• An award-winning workplace culture

Pay

$22.00 - $23.50 an hour, plus incentives. Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law.

Schedule

This position is part-time.