Branch Teller I (or II)-Westlake Village-PT 30hrs jobs in United States
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Logix Federal Credit Union ยท 1 day ago

Branch Teller I (or II)-Westlake Village-PT 30hrs

Logix Federal Credit Union is seeking a Branch Teller I (or II) to assist members with financial transactions and address their concerns. The role involves providing excellent customer service, cross-selling products, and ensuring compliance with regulations while maintaining operational efficiency.

BankingFinancial ServicesInsuranceLendingMortgage
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Culture & Values

Responsibilities

Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners
Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc. Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation
Responds to member inquiries in person, by telephone, or by mail. Resolves routine issues and directs complex issues to the appropriate management staff member
Participates in all assigned employee development programs in support of the Credit Union's commitment to excellence in sales and service, continuous improvement, quality, and teamwork
Balances daily work
Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures
Performs routine office and clerical duties such as: requisitioning supplies and maintaining accurate, current files
Maintains cash drawer in accordance with assigned cash limits and policy and procedures
Must consistently report to work on time, as scheduled
Other duties may be assigned
Must be flexible to work out of any location at any time, as business needs dictate

Qualification

Customer serviceCash handlingMicrosoft OfficeDetail orientedMulti-taskingSymitar system knowledge

Required

High School or GED
Must have at least 1 year to 24 months of customer service and/or cash handling experience
Must a working knowledge of the Microsoft suite of office products; Outlook, Word & Excel
Must be detail oriented and have the ability to multi-task in a fast paced environment
Must have a demonstrated ability to deliver consistently superior customer service

Preferred

Recent cash handling or previous teller experience preferred
Knowledge of Symitar system a plus

Company

Logix Federal Credit Union

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Logix is banking with a twist: customers become members and part-owners when they open an account here.

Funding

Current Stage
Late Stage

Leadership Team

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Ana Fonseca
President & CEO
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Andrea Carpenter
EVP, Chief Operating Officer at Logix
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Company data provided by crunchbase