San Diego County Credit Union · 1 day ago
Entry Level Bank Teller
San Diego County Credit Union is seeking an Entry Level Bank Teller to efficiently and accurately transact business on member accounts. The role involves promoting credit union products and services, maintaining service standards, and handling routine member transactions.
BankingCustomer ServiceNon Profit
Responsibilities
Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts
Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions
Answer basic member inquiries pertaining to their account
Conduct routine research on member accounts as necessary or requested
Assists members by accepting and/or completing applicable forms
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures
May be required to work weekends and/or extended hours, to include offsite events
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent
1 year of customer service experience
Willingness to train and to learn how to identify members' needs to effectively offer or refer credit union products and services
Must possess effective human relations and communication skills
Professional appearance and demeanor
Preferred
Cash handling experience preferred
Company
San Diego County Credit Union
San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members.
Funding
Current Stage
Late StageRecent News
Orange County Business Journal
2025-08-06
2025-04-18
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