Teller at Sun Community Federal Credit U – Holtville, California
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About This Position
Teller
Department: Branch
FLSA: Non-Exempt
EEO: Administrative Support Worker
Salary Grade: 5
Salary Range: Min: $18.42 Mid: $23.02 Max: $27.63
Reporting Structure: Branch Manager
People Vision: At Sun, our people shine brightest. We create a culture of empathy, care, and connection that empowers brighter futures and supports well-being for all. Because when we care, lives change.
Position Purpose: SUN is in the people business, and our Tellers serve as the face of the organization to both members and non-members. They deliver extraordinary member service with every transaction and interaction, always maintaining an attitude of service. In this role, Tellers are responsible for processing a variety of financial transactions at the request of members, including deposits, withdrawals, loan payments, cashier’s checks, money orders, and cash advances. They also balance daily transactions and verify cash totals to ensure accuracy. Additionally, Tellers contribute ideas for process improvements and efficiencies, embrace and support change, collaborate with peers, and actively support SUN’s vision and strategic goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Processes cash advances, travelers’ checks, cashiers’ checks, money orders, government bonds, and similar transactions.
- Disburses cash or check share withdrawals in person, by telephone, or by mail.
- Processes transfers.
- Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day.
- Receives and processes payroll deduction starts, stops, and increases.
- Verifies transactions; monitors deposit amounts, and examines documents for endorsement and negotiability, detects and resolves discrepances promptly.
- Assume Branch ATM duty.
- Completes Currency Transaction Reports (CTR) when required.
- Ensures that a CTR form is sent along with the outgoing wire form to the Accounting Department in the event the transaction involves cash exceeding $10,000.00.
- Completes the Unusual Activity Report Form and provides it to Branch/Assistant Manager for further review when necessary.
- Obtains and records the required information on the sale of monetary instruments for amounts within the required threshold.
- Obtain BSA training annually.
- Operates on-line teller terminal. Provides in person, by telephone, or by mail, such information as members may authorize concerning their account status.
- Receives and processes new member accounts and changes to existing accounts.
- Receives and processes changes of name, addresses, and such other account information as needed.
- Ensures members are informed of Credit Union services and policies including eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information.
- Maintains confidentiality of all member account information.
- Cross-sells Credit Union services.
Position Requirements
Education and Experience:
- High school diploma or equivalent required.
- One month to twelve months of similar or related experience.
Key Competencies:
- Member Focus: Delivers extraordinary service during every member interaction, helping position the Credit Union as the most trusted financial institution in the communities we serve.
- Accuracy & Accountability: Performs transactions efficiently and accurately while adhering to established policies, procedures, security standards, and regulatory requirements.
- Problem Solving: Maintains a balanced cash drawer and promptly resolves discrepancies while consistently meeting established balancing standards.
- Relationship Building: Actively develops and deepens relationships with members by identifying needs, recommending appropriate products and services, and enhancing overall “wallet share”.
- Service Excellence: Ensures members consistently experience professional, courteous, and personalized service that reflects the Credit Union’s commitment to member satisfaction.
Technical Skills
- Bash mat6h and cash-handling skills with the ability to accurately balance transactions and cash drawers.
- Ability to operate teller systems and computer terminals used for processing member transactions.
- Proficiency with Microsoft Office applications, email, and general office technology.
- Ability to learn and apply credit union policies, procedures, and regulatory requirements, including BSA compliance and transaction monitoring requirements.
Preferred Qualifications
- Prior experience in a teller or financial services role.
- Cash handling experience preferred.
- Experience cross-selling or recommending financial products and services to meet member needs.
Working Conditions
- Work is performed in a standard branch office environment.
- No hazardous or significantly unpleasant working conditions are typically present.
- Position may require extended periods of sitting or standing while performing teller transactions and assisting members.
Intent and Function of Job Descriptions
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well- constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Sun Community Federal Credit Union is an Equal Opportunity Employer committed to creating a diverse and inclusive workplace. We encourage applications from all qualified candidates regardless of race, gender, age, religion, sexual orientation, or veteran status.
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Job Location
Job Location
This job is located in the Holtville, California, 92250, United States region.