Teller/Member Services Representative - Mira Mesa

North Island Credit Union

Feb 29, 2024

Applications are closed

Job
Part-time
Entry Level
Sales & Business Development
San Diego

Requirements

Knowledge, Education, Certifications, Licenses:
Excellent customer service skills.
A background in sales and new accounts is highly desirable.
Ability to work in a fast-paced environment.
High degree of accuracy.
Strong communication skills.
Effective problem solving and communication skills.
Ability to work well in a team oriented environment.
Experience:
High school diploma or GED.
One year of previous customer service, sales, and cash handling experience in retail, banking, or food service.

Responsibilities

Principal Accountabilities (95%):
Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc.
Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, 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.
Maintains cash drawer in accordance with assigned cash limits and policy and procedures, balances own daily work and may assist with the daily branch balancing procedures. Accurately completes all related documents.
Has thorough knowledge of all Credit Union products and services, including but not limited to, deposit and loan products, digital and self-service opportunities, and other services offered to our members.
Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral.
Develop, expand and retain member relationship in order to increase member satisfaction.
Adhere to Branch Service Level Standards, SLA’s and Corporate initiatives.
Actively participates in marketing campaigns, promotions, sales and referral programs, contests, telemarketing, and meetings.
Other Accountabilities (5%):
Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork.
Must consistently report to work on time, as scheduled.
Complete all BAI trainings and classroom courses.
Performs other duties as assigned.

North Island Credit Union

With you. Wherever life takes you.® Federally Insured by NCUA. Equal Housing Opportunity.

Finance

Industry

501-1000

Employees

1940

Founded Year

Mission & Purpose

North Island Credit Union, a Division of California Credit Union. California Credit Union is a federally insured, state chartered credit union founded in 1933 that serves public or private school employees, community members and businesses across California. With nearly 200,000 members and assets of over $4.5 billion, California Credit Union has 24 branches throughout Los Angeles, Orange and San Diego counties. The credit union operates in San Diego County as North Island Credit Union, a division of California Credit Union. California Credit Union offers a full suite of consumer, business and investment products and services, including comprehensive consumer checking and loan options, personalized financial planning, business banking, and leading- edge online and mobile banking. Federally insured by NCUA. Equal Housing Opportunity.