Wheelhouse Credit Union · 12 hours ago
Teller I - Floater
San Diego,CA,US
Full-time
Onsite
New Grad, Entry Level
0+ years expWheelhouse Credit Union is seeking a Teller I - Floater to perform routine member transactions and ensure compliance with relevant laws and regulations. The role involves maintaining a cash drawer, processing transactions, and providing excellent customer service to members.
BankingCreditFinancial ServicesGovernment
Responsibilities
Maintain and balance a cash drawer daily
Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily
Process stop payments
Provide members with information pertaining to account status, including current balances and loan pay-off amount
Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance
Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations
Promote and cross-sell Credit Union products and services
Issue and encode ATM cards
Sell Traveler’s Cheques and maintain individual inventory log
Prepare payroll deduction forms and net check/ACH requests
Ensure compliance with all processes pertaining to BSA and CIP programs
Meet and achieve established sales and service goals
Other duties as may be assigned
Qualification
Required
High school diploma or equivalent
Minimum of six month of cash handling experience in a customer service environment
Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.)
Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential
Knowledge and understanding of the mission and vision of the Credit Union
Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress
Company
Wheelhouse Credit Union
Wheelhouse Credit Union is a local credit union that is committed to the financial success and sustainable future of the city.
51-200 employees
Funding
Current Stage
Growth StageRecent News
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