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Member Service Representative (Teller)

Shift Type: Full Time (40)
Location: Encinitas
Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization.
Essential Duties & Responsibilities:
  • Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, Travelers’ Check & Cashier Check purchases, loan and VISA advances, night and lobby drop and closing accounts.
  • Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault.
  • Cross sell products and services to members by assisting or referring the member to an appropriate representative. Participate in the sales program, contests, telemarketing and meetings. Accurately track all referrals/sales.
  • Answer basic member inquiries pertaining to their account.
  • Conduct routine research on member accounts as necessary or requested.
  • Assists members by accepting and/or completing applicable forms.
  • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties & Responsibilities:
  • Perform other duties as assigned.
Minimum Requirements:
  • High school diploma or equivalent.
  • Must possess strong human relations and communication skills.
  • Strong cash-handling experience.
  • Financial institution background preferred.
  • Professional appearance and demeanor.
Physical Demands & Work Environment:
  • While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls. The employee is occasionally required to walk, stoop, kneel, crouch or crawl. The noise level in the work environment is usually moderate.
  • The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Special Instructions:

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6545 Sequence Drive • San Diego, CA 92121

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