Branch Teller II (or III)-Woodland Hills-FT

Branch Teller II (or III)-Woodland Hills-FT

Location

US-CA-Woodland Hills

ID

2025-1545

Category

Sales

Position Type

Full-Time

Remote

No

Overview

The Branch Teller II (or III) is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, transfers, payments and other related transactions. Delivering member delight by addressing member concerns and questions and Identifying opportunities for cross-selling services and products. Also generates referrals to business partners accordingly while adhering to all credit union policies and procedures and ensuring the security of all transaction and member information.

Responsibilities

Processes member transactions efficiently, accurately, and in a timely manner such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc.

• Provides timely and courteous service to all members such as servicing accounts, closing accounts, or completing related documentation, issuing / re-pinning cards, adding / updating joint owners / beneficiaries etc.
• Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services and referring members to the appropriate business partners.
• Responds to member inquiries in person, by telephone, or by mail. Resolves routine issues and directs complex issues to the appropriate management staff member.
• Participates in all assigned employee development programs in support of the Credit Union's commitment to excellence in sales and service, continuous improvement, quality, and teamwork.
• Balances daily work and may assist with the daily branch balancing including the accurate completion of all related documents (bank deposit forms, cash shipment forms, etc.)
• May be assigned ATM balancing duties, including deposit posting, removal of holds, adjustment transactions and related notifications to CO-OP member credit unions.
• Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
• Performs routine office and clerical duties such as : requisitioning supplies, maintaining accurate and current files.
• Maintains cash drawer in accordance with assigned cash limits and policy and procedures.
• Financial Service Representative (FSR) trained and certified with six month of employment and provides coverage for the FSR concierge station as needed.
• Must consistently report to work on time, as scheduled.
• Other duties may be assigned.
• Must be flexible to work out of any location at any time, as business needs dictate.

Qualifications

Education

Experience

Knowledge, Skills & Ability

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Pay Range

USD $21.00 - USD $27.35 / Hr.