CoastHills Credit Union · 8 hours ago
Teller 2
Nipomo, Nipomo, CA, US
Full-time
Onsite
Entry Level
$21.50/hr - $22/hr
1+ years expCoastHills Credit Union is a financial institution seeking a Teller to perform a variety of member transactions and assist the Branch Supervisor with operational duties. The role includes opening and closing accounts, performing advanced problem resolution, and promoting Credit Union products and services to members.
FinanceBankingPaymentsFinancial ServicesMobile Payments
Responsibilities
Opens and closes membership accounts, trust and special accounts, new business accounts and IRAs and performs transactions on such accounts. Cross-sells products as appropriate
Performs a variety of duties related to death claims
Performs activities associated with the maintenance, control, and security of vault cash
Performs quality control on new and updated account documents
Executes advanced problem resolution and account adjustments and resolves complex member concerns
Approves transactions within authorized limits
Safeguards quality control of branch documents to meet compliance standards and minimize branch audit exceptions
Assists with monthly certifications to ensure compliance and minimal branch audit exceptions
Assists in ensuring appropriate branch general ledger accounts are kept in balance on a daily, weekly, monthly basis and reports any deficiencies to Branch Supervisor or Branch Manager
Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union
Assists in managing branch cash and maintaining branch limit requirements, including cash orders
Runs reports and other informational documents as needed to assist Branch Manager in day to day operations of branch
At the direction of the Branch Manager, trains new employees in MSO duties and ensures that they obtain the necessary training to advance their job knowledge
Communicates effectively on the phone, with knowledge of outbound sales techniques, Q & A selling method, personal benefit statements and assumptive closing
Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual
Maintains current job knowledge of Credit Union policies, procedures, and services
Practices cross-selling techniques to promote other Credit Union services
Assists in coaching and development of other branch employees
Performs MSO 1, MSO 2, and MSO 3 – Relationship Specialist duties as needed
Performs duties as assigned by management and may be assigned to work at any branch
Qualification
Required
One year of customer service and/or cash handling experience in a retail or banking environment
Successful completion of core competencies certification within six months of hire
Successful completion of Member Services Officer 2 certification within six months of hire
Knowledge of consumer loans, including processing and funding within six months of hire
Successful completion of Member Services Officer 3 certification within six months of hire
Knowledge of Credit Union products and services within six months of hire
Proficiency in MS Office (especially Word) highly desirable
Operates a variety of office equipment and machines
Ability to travel, attend, and participate in training and meetings at various locations
Company
CoastHills Credit Union
CoastHills Credit Union is a mobile banking and financial services company.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$2.48MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M
Leadership Team
Paul Cook, MBA
President / CEO
Robert Goebel
SVP Chief Lending Officer
Recent News
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