Teller I - Floater at Wheelhouse Credit Union – San Diego, California

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. Availability to work and relocate as needed within multiple locations in any given day.

Essential Duties and Responsibilities:

1. Maintain and balance a cash drawer daily.
2. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
3. Process stop payments.
4. Provide members with information pertaining to account status, including current balances and loan pay-off amount.
5. Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
6. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
7. Promote and cross-sell Credit Union products and services.
8. Issue and encode ATM cards.
9. Sell Traveler’s Cheques and maintain individual inventory log.
10. Prepare payroll deduction forms and net check/ACH requests.
11. Ensure compliance with all processes pertaining to BSA and CIP programs.
12. Meet and achieve established sales and service goals.
13. Other duties as may be assigned.

1. High school diploma or equivalent.
2. Minimum of six month of cash handling experience in a customer service environment.
3. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
4. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
5. 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.