Teller/MSR I at Pacific Service Credit Union

San Ramon, California, United States -

Full Time

Start Date

Immediate

Expiry Date

04 May, 26

Salary

0.0

Posted On

03 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Cash Handling, Problem Solving, Interpersonal Skills, Time Management, Attention to Detail, Team Collaboration, Financial Analysis, Basic Accounting, Technology Adaptability, Member Focus, Integrity, Dependability, Organizational Skills, Process Improvement

Industry

Banking

Description

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What’s in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. All employees are vested at 100% for the employer match beginning the first day of employment. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it’s important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner – Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we’ll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! About this Role At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Teller/MSR I is responsible for performing teller transactions, assisting with account maintenance and account openings, and supporting lending needs. This role delivers exceptional member service, contributes to a positive and professional Credit Union experience, maintains accurate member records, and collaborates with team members to ensure seamless financial service. The MSR prepares and produces documentation as needed, recommends solutions to meet member needs, and completes tasks efficiently to support members throughout their financial journey. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. Essential Job Functions * Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions. * Analyze members’ needs and recommend solutions using Pacific Service Credit Union’s products and services to strengthen their financial future while achieving established goals. * Deliver excellent service while assisting members and non-members with common banking transactions including withdrawals, transfers, payments, and basic account maintenance. * Build lasting relationships with members by maintaining trust and demonstrating strong interpersonal and communication skills. * Open basic accounts and process loan applications for new and existing members. * Support members’ financial health through follow-ups, both in person and remotely, including outbound calls. * Promote the Pacific Service Credit Union brand by participating in business and community development efforts, including community and corporate events. * Perform daily reconciliation and balancing of an individual cash drawer. * Execute basic IRA transactions using the appropriate forms, process deposits and withdrawals, and respond to basic IRA questions. * Assist branch management with reconciliation and balancing of the vault, cash recycler, and ATM. * Identify and recommend opportunities to streamline and improve work processes, while embracing evolving technology and tools to support members. * Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. * Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. * Act with integrity, follow through on commitments, and uphold professional standards. * Support and uphold company culture by aligning your work with the credit union’s mission and values, contributing to a positive, high-performing environment. * Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success. * Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures. Supporting Functions * Provide back-up and support to management, as directed. * Performs special projects and other responsibilities, as directed. Competencies The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. Required Minimum Qualifications Education: * High School diploma or equivalent, required. Experience: * Minimum of one year of customer service experience; previous experience in a credit union or bank, preferred. * Demonstrate effective communication skills and the ability to manage challenging member interactions and public-facing situations. * Engage confidently with members to discuss financial goals and recommend appropriate products and services. * Proficiency in basic accounting functions, including strong arithmetic skills. * Cash handling experience, including daily reconciliation and balancing of a teller cash drawer. * Utilize a keyboard, 10-key calculator, and all other general office equipment efficiently. * Excellent oral and written communication skills, required. * Must be proficient in computer programs (e.g., Microsoft Office Suite). Preferred Qualifications * Excited about the opportunity to help people, face-to-face. Physical Requirements Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. Other job-specific requirements Other Information Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 10% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects.

Responsibilities

The Teller/MSR I is responsible for performing teller transactions, assisting with account maintenance and openings, and supporting lending needs while delivering exceptional member service. This role requires maintaining accurate member records and collaborating with team members to ensure seamless financial service.