Jobs · Finance · Texas

Teller - East Texas

Credit Union of Texas · Bonham, TX · 1 wk ago
FinanceFull-time

About the role

The Teller is a front-line ambassador for Credit Union of Texas, responsible for accurately and efficiently processing member financial transactions while delivering an exceptional, personalized service experience with every interaction. The Teller identifies member financial needs through active listening and conversation, recommends appropriate CUTX products and services to meet those needs, and contributes to branch sales and service goals.

Responsibilities

  • Accurately and efficiently process member transaction requests, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and cashier's checks.
  • Deliver an 'unexpected experience' by providing consistently outstanding service to internal and external members with every interaction.
  • Balance cash drawer and transactions daily in accordance with established procedures; research and resolve discrepancies promptly.
  • Greet members warmly, listen actively to identify financial needs, and provide accurate information about CUTX products, services, and account features.
  • Identify member financial needs through conversation and review of account activity, and recommend appropriate CUTX product and service solutions.
  • Maintain compliance with all applicable financial regulations, including BSA/AML, OFAC, Regulation CC (funds availability), USA PATRIOT Act/CIP, and CUTX privacy and security policies.
  • Protect member non-public personal information (NPI) and other sensitive information by maintaining confidentiality and adhering to CUTX's privacy policy.
  • Use CUTX-approved core banking, teller capture, and member-needs tools accurately and efficiently.
  • Participate in pilots of CUTX-approved AI tools that support transaction accuracy, member-needs identification, and knowledge lookup; provide feedback and adopt approved enhancements.

Requirements

  • High school diploma or General Education Degree (GED) required.
  • Minimum six (6) months of similar or related experience (cash handling, retail, customer service, or financial services).
  • Prior teller, cashier, or financial services experience preferred.
  • Prior credit union or community bank experience preferred.
  • Bilingual English / Spanish preferred.

Qualifications

  • Goal-oriented and self-motivated to meet sales and service expectations.
  • Service-oriented with a genuine interest in helping members.
  • Strong attention to detail and problem-solving ability, particularly with numbers and cash handling.
  • Strong active listening skills to identify member needs.
  • Strong written and verbal communication skills.
  • Able to multitask, prioritize, and adapt in a fast-paced, consistently changing environment.
  • Team-oriented with the ability to work collaboratively in a branch setting.
  • Basic mathematical ability — comfort with figures, percentages, and balancing.
  • Proficient with standard office technology and the ability to learn CUTX core banking and teller systems.

Skills

  • Member Centricity — advanced.
  • Operational Discipline — advanced.
  • Compliance Orientation — intermediate.
  • Risk Awareness — intermediate.
  • Communication — intermediate.
  • Sales & Needs Identification — intermediate.
  • AI Literacy — foundational.

Benefits

Commensurate with experience.

Pay

TBD

Schedule

TBD

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