Teller I at Wheelhouse Credit Union

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Jul, 26

Salary

21.03

Posted On

09 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cash handling, Customer service, 10 key adding machine, Typing, Data entry, Cross-selling, Financial transactions, Regulatory compliance, BSA compliance, CIP compliance, Communication, Problem solving, Confidentiality, Attention to detail

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 Teller I is responsible for performing routine member transactions such as deposits, withdrawals, and loan payments while maintaining a balanced cash drawer. They also provide account information, promote credit union products, and ensure compliance with BSA and CIP regulations.