Teller I,II,III (El Cajon) jobs in United States
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Cal Coast Credit Union · 18 hours ago

Teller I,II,III (El Cajon)

California Coast Credit Union is committed to promoting financial prosperity and delivering exceptional service to its members. The Teller position is responsible for processing member transactions, addressing member requests, and referring financial products and services while ensuring compliance with policies and procedures.

BankingFinancial ServicesLending

Responsibilities

Processes member transactions. Performs account file maintenance and handles member issues
Identifies cross-selling opportunities, referring members to Personal Financial Representatives
Meets/exceeds established monthly/annual sales and service goals
Maintains a thorough knowledge of all products and services, policies and procedures
Follows quality service standards to ensure exceptional quality service is provided
Ensures compliance with daily cash drawer balancing and limits
Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. 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 side jobs as assigned
Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members
Performs other relevant duties as required

Qualification

Sales experienceMember serviceCash handlingMicrosoft WindowsCommunication skillsAttention to detailEmotional intelligenceProblem-solving

Required

A high school diploma or equivalent is desired
Excellent communication skills; sound judgment and attention to detail
Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices
Ability to tolerate long periods of standing with occasional walking/sitting
Ability to use keyboard, mouse and other peripherals

Preferred

Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred
Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
Previous experience with Microsoft Windows applications is preferred

Benefits

Wellness Program
Employee Activity Program

Company

Cal Coast Credit Union

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California Coast Credit Union is the longest-serving financial institution in San Diego.

Funding

Current Stage
Growth Stage

Leadership Team

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Todd Lane
President/CEO
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Matthew Ficco
Chief Financial Officer
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Company data provided by crunchbase