Personal Teller - Part Time at DYNAMIC EQUIPMENT GROUP

Costa Mesa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Transaction Processing, Video Communication, Customer Service, Accuracy, Professionalism, Problem Solving, Risk Mitigation, Product Presentation, Security Procedures, Balancing Transactions, Sales Goal Achievement, Handling Escalations, Multi-tasking, Software Operation, Time Management, Conflict Resolution

Industry

Description

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a service-oriented professional to join our team as a Personal Teller. In this role, you will interact directly with members through the credit union’s Interactive Teller video platform, providing fast, accurate service while maintaining a professional and welcoming member experience. You will process financial transactions, answer questions about accounts and services, and help members identify solutions that support their financial needs. This position is ideal for someone who enjoys helping people, communicates confidently on camera, and thrives in a fast-paced environment where accuracy, professionalism, and strong service skills are essential. -------------------------------------------------------------------------------- ESSENTIAL RESPONSIBILITIES • Accurately process member transactions including cashing checks, issuing official checks and money orders, receiving deposits, completing payments, processing withdrawals, transferring funds between shares, processing loan payoffs and paydowns, and conducting account research. • Communicate effectively with members through live video sessions, ensuring responses are clear, concise, and professional. • Identify member needs and provide appropriate solutions by presenting credit union products and services using benefit-based conversations. • Validate member identity using established credit union security procedures. • Exercise sound judgment when accepting negotiable items in order to minimize risk and prevent potential loss. • Meet or exceed productivity standards for video sessions while maintaining a high level of member service. • Balance teller transactions at the end of each work shift. • Follow all applicable credit union policies, procedures, and operational practices. • Attend training programs offered by Learning and Development or approved by department management. • Meet or exceed established sales, referral, and service goals. • Maintain consistent attendance and adhere to department break and lunch schedules. • Assist Personal Teller Team Leads with the day-to-day operation of the Personal Teller Center. • Provide approvals and overrides to Personal Tellers within established limits when assisting leadership. • Participate in routine reviews of teller sessions using observation tools to maintain service quality and professionalism. • Review daily operational reports related to approvals, dormancy, and overrides. • Assist with ensuring department policies, procedures, and practices are followed. • Handle escalated member concerns when necessary, including fee reversals, check hold decisions, and service issues. • Resolve member service complaints both verbally and in writing. • Identify operational inefficiencies and provide recommendations to Personal Teller Center Leadership. -------------------------------------------------------------------------------- EDUCATION AND EXPERIENCE • Associate’s degree (A.A.) from a two-year college or technical school, or one to two years of related experience and/or training; or an equivalent combination of education and experience. • Prior retail service, teller, and/or call center experience. • Ability to handle a high volume of transactions in a fast-paced video banking environment. • Comfortable, professional, and friendly when interacting with members on camera. • Demonstrated ability to analyze, reason, problem solve, and prioritize work independently. • Ability to communicate complex financial information clearly to members with varying levels of financial knowledge. • Ability to learn and operate multiple software applications simultaneously, including Microsoft Office, video banking systems, and credit union processing systems. • Ability to multi-task while working across multiple monitors and systems. • Previous banking or credit union experience required. • Strong commitment to service and delivering exemplary member service in every interaction. -------------------------------------------------------------------------------- WHY THIS ROLE MATTERS Personal Tellers play an important role in delivering convenient, technology-enabled service while maintaining the personal connection members expect from their credit union. By providing accurate transactions, helpful guidance, and professional service through video interactions, this role helps strengthen member relationships and supports the credit union’s commitment to exceptional service. The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity. Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Responsibilities

The Personal Teller will accurately process various member financial transactions via a live video platform, including deposits, withdrawals, and payments, while ensuring clear, professional communication. They must also identify member needs, present appropriate credit union solutions, and meet productivity and service goals.