Teller I at Wheelhouse Credit Union

El Cajon, California, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Apr, 26

Salary

0.0

Posted On

30 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cash Handling, Member Transactions, Balance Cash Drawer, Deposit Processing, Loan Payments, Withdrawal Processing, BSA Compliance, CIP Compliance, Customer Service, Cross-selling, Confidentiality Adherence, Professional Conduct, 10 Key Adding Machine Proficiency, On-line Computer System Proficiency, Typing Speed (40 w.p.m.)

Industry

Banking

Description

Description Summary: To perform routine member transactions such as receiving and disbursing funds, posting deposits, loan payments, and withdrawals in an accurate, efficient, friendly, and professional manner. This position will also remain current on all laws, rules and regulations including BSA and CIP programs and processes. Essential Duties and 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. Prepare payroll deduction forms and net check/ACH requests. Ensure compliance with all processes pertaining to BSA and CIP programs. Other duties as may be assigned. Requirements Position Requirements and Qualifications: 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. Job descriptions are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management’s discretion. Further, job descriptions do not represent a complete list of all the performance expectations and characteristics of individuals required to perform a job adequately.

Responsibilities

The primary duties involve accurately and professionally performing routine member transactions, including handling funds, posting deposits, processing loan payments, and managing withdrawals daily. This role also requires maintaining a balanced cash drawer and ensuring compliance with all relevant laws and programs like BSA and CIP.