Teller I,II,III (Escondido)

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Our workplace Wellness Program provides opportunities for health, wellness, and fun, as does our Employee Activity Program. We boast an employee-friendly culture and a positive environment that supports recognition and rewards.

About the Role

This position is accountable for providing exceptional service with a focus on processing transactions, member requests, and referring financial products and services. Adheres to the credit union’s policies, procedures, and quality service standards.

This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position.

Responsibilities

• Processes member transactions and performs account file maintenance.
• Handles member issues and identifies cross-selling opportunities, referring members to Personal Financial Representatives.
• Meets or exceeds established monthly and annual sales and service goals.
• Maintains thorough knowledge of all products, services, policies, and procedures.
• Follows quality service standards to ensure exceptional service is provided.
• Ensures compliance with daily cash drawer balancing and limits.
• Identifies and reports questionable or suspicious transaction activity to management.
• Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• May serve as back-up to Personal Financial Assistant.
• Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications, and other tasks as assigned.
• Knowledgeable on all FSCC Policies and Procedures unique to a Service Center environment, including transaction processing, hold requirements, service standards, and restrictions.
• Performs other relevant duties as required.

Major Accountabilities

• Process member transactions and requests accurately and timely.
• Greet members with a friendly, outgoing, and positive demeanor.
• Ensure sales and service goals are met.
• Refer members to appropriate staff for sales opportunities.
• Adhere to cash, key, and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Comply with all other policies and procedures.

Requirements

The Eight Superpowers

• Provides leadership through modeling behaviors and bringing forward new ideas.
• Demonstrates empathy, self-reflection, and emotional intelligence.
• Practices active listening in communications with others.
• Demonstrates grit, persisting in achieving goals despite obstacles.
• Models intrinsic motivation; self-driven to meet objectives and build relationships.
• Applies creative problem-solving to navigate barriers and meet goals.
• Shares diverse perspectives and values differences in others.
• Values inclusion and effectively utilizes the talents of others.

Other Education, Skills, and Abilities

• A high school diploma or equivalent is desired.
• Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred.
• Teller II: 1 year of experience in a financial institution as a teller plus proven success in sales, member service, and cash handling.
• Teller III: 3 years of experience in a financial institution as a teller plus proven success in sales, member service, and cash handling.
• Excellent communication skills; sound judgment and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions, interact effectively with coworkers, and accept constructive criticism.
• Occasional Saturday, Sunday, and evening shifts may be required.
• Ability to operate standard business machines such as computers, printers, fax machines, copiers, and telephonic devices.

Physical Requirements

• Ability to tolerate long periods of standing with occasional walking or sitting.
• Ability to use a keyboard, mouse, and other peripherals.

Environmental Conditions

Work is primarily performed within an office setting, subject to standard background noise found in an office environment.

Pay

• Teller I: $19.00 - $21.05 per hour
• Teller II: $20.00 - $23.13 per hour
• Teller III: $21.00 - $25.96 per hour