Jobs · Finance · California

Teller II

Sacramento Credit Union · Arden, CA · 1 mo ago
On-siteFinance$21–$24/hrFull-time
TITLE: FINANCIAL SERVICE REPRESENTATIVE II (TELLER II) DEPARTMENT: ARDEN BRANCH REPORTS TO: ASSISTANT BRANCH MANAGER PAY SCALE: $21.00 - $24.00 PER HOUR Sacramento Credit Union is seeking candidates who enjoy being of service to customers, possess excellent communication skills and have the ability to cross-sell products and services for our Financial Service Specialist II (Teller II) position at our Arden branch. Individuals who derive satisfaction and accomplishment from assisting others would be successful in our environment. All Tellers have a fixed schedule so it’s perfect for individuals wanting a work/life balance. The 37/40-hour schedule is as follows: Monday 8:30 am - 5:30 pm Tuesday 8:30 am - 5:30 pm Wednesday 8:30 am - 5:30 pm (OFF when schedule to work Saturday) Thursday 8:30 am - 5:30 pm Friday 8:30 am - 5:30 pm or 9:30 am - 6:30 pm (Rotating) Saturday 9:30 am - 2:30 pm (OFF when schedule to work Wednesday) Sunday Off RESPONSIBILITIES INCLUDE: Performs all the duties and functions of a Financial Service Specialist I (Teller I)*Demonstrates the ability to cross-sell credit union products and services*Consistently meets or exceeds referral goals as assigned*Assists on the platform to open new accounts (Personal, Trust, and Specialty) and adding/removing joint account holders*Onboards new members in Synapsys and conducts follow up via phone/email to ensure members’ needs have been addressed. *Refers new members to FSS III for additional cross sale opportunities. *Open IRAs and complete IRA maintenance such as withdrawals, rollovers, and transfers. *Able to process deceased account closures and Member Account TransfersAssists with auditing New Accounts packets and daily branch work*Can open and/or close the branch and activate/deactivate the alarm, as needed. *Enroll members in online and mobile banking*Identifies and reports fraudulent activity to management in accordance with current procedures to prevent potential loss to the credit union*Maintain knowledge and adhere to all SCU’s policies and procedures, rules, and regulations for the FSS area, including robbery, Bank Secrecy Act and Money Laundering policies and procedures*Assist at other branches, as neededParticipates in community and business development events to increase brand awareness and drive new business*Maintains effective communication and working relationships with all members and co-workersAdheres to SCU’s Dress GuidelinesMaintains good attendance recordPerforms other related duties as assigned MINIMUM QUALIFICATIONS: High School Diploma or G.E.D. and related work experienceOne to three years’ teller experience in a credit union or bankDemonstrated knowledge of credit union products and services, policies, procedures, laws, and regulations desiredDemonstrated consistent ability to cross-sell credit union products and services and meet minimum expectations on referral goalsAbility to analyze member account history and mitigate loss when placing holds and approvalsAbility to provide guidance and work direction to FSS Is, and train newly hired FSS IsAbility to perform audit processes and maintain records (ATM and TCR)Ability to operate ten key and other office equipment, such as printers and copy machineDemonstrated ability to resolve complicated member issuesAbility to communicate effectively, both written and verbally, and maintain effective working relationships PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time: Prolonged standing throughout the workday. A teller stool is providedView computer screen for extended periods, up to 90% of the timeKeyboarding majority of day, up to 90% of the timeBend/stoop to lift cash drawer up to 30 pounds, up to 10% of the time Our excellent benefits package includes medical/dental/vision insurance, Paid Sick Leave, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more. It is Sacramento Credit Union’s policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability. Powered by JazzHR ADIgp9GPMs

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