Teller - Palm Valley

About the role

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service experiences. They focus on service excellence and financial wellbeing by building trust through member transactions, handling cash responsibly, and engaging in basic consultative conversations to identify member needs.

Responsibilities

• Build trusted member relationships by welcoming members to the branch, managing lobby traffic and appointment scheduling, and providing courteous, professional, and solutions-oriented support that fosters long-term trust.
• Deliver accurate, compliant, and professional service by processing member transactions such as deposits, withdrawals, check payments, and account servicing with precision and care.
• Uphold operational standards, follow compliance policies, take ownership of issue resolution, and act promptly on potential fraud or security concerns.
• Engage members in consultative conversations to identify member financial needs, provide basic financial guidance, and submit qualified referrals that support member financial wellbeing and deepen relationships.
• Use and promote digital tools and CRM systems to accurately complete transactions, maintain data integrity, and assist members in adopting self-service options for convenience and engagement.
• Pursue continuous learning and development by participating in coaching, feedback sessions, and cross-training opportunities to enhance personal performance and support branch goals.

Requirements

• A High School Diploma or GED is required.
• One to two years of experience in Sales and Service is required.
• Previous experience with cash handling is preferred.
• Previous financial institution experience is preferred.
• Demonstrates a high level of accuracy and focus in processing transactions, maintaining records, and adhering to procedures; recognizes and resolves discrepancies proactively required.
• Displays genuine care, patience, and professionalism in every interaction; recognizes member emotions and responds appropriately to build trust and strengthen relationships required.
• Adapts quickly to evolving processes, technologies, and priorities while maintaining a positive and solutions-focused mindset in a fast-paced, dynamic environment required.
• Communicates clearly and confidently; actively listens to understand member needs and convey information accurately required.
• Contributes positively to branch goals through teamwork, communication, and shared accountability; supports peers and fosters a cooperative, inclusive environment required.
• Demonstrates comfort with technology and eagerness to learn new systems or tools; embraces ongoing feedback and professional growth opportunities required.

Qualifications

• Notary – State Certification within 30 days preferred.

Skills

• Excellent customer service skills
• Ability to handle cash and manage transactions accurately
• Strong organizational and attention to detail skills
• Effective problem-solving and conflict resolution skills
• Ability to work independently and as part of a team
• Proficiency with digital tools and CRM systems

Benefits

• Comprehensive health insurance
• Retirement savings plan
• Flexible work schedule
• Professional development opportunities

Pay

Compensation is commensurate with experience.

Schedule

Hours are typically Monday through Friday, 9:00 AM to 5:00 PM.

Note: This job posting does not specify a salary range or hourly rate. Compensation is determined based on experience and qualifications.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: www.desertfinancial.com/careers.