A high school diploma or GED and related work experience normally obtained in a member service and cash handling position are required.
Demonstrated ability to improve members’ financial well-being through timely and relevant cross-selling is required.
Ability to perform accurate math calculations and maintain records is required.
Ability to perform accurate cash transactions is required.
Ability to accurately use a keyboard at the speed required for successful job performance is required.
Ability to communicate effectively and maintain effective working relationships is required.
Demonstrated member service skills are required.
A good attendance record is required.
Responsibilities
Greet and welcome members to the credit union courteously, professionally, and in a timely manner.
Process member transactions, including deposits, withdrawals, check cashing, transfers, loan payments, cashier’s checks, and other transactions.
Issue new ATM/VISA check cards and assist members with PIN updates.
Assist with daily operational tasks, including opening and closing duties and working under dual control.
Inform and educate members about current products and services, cross-sell them, and refer members to designated staff for assistance.
Achieve referral goals as directed by the assistant branch manager or branch manager.
Examine share drafts/checks for proper endorsement and place appropriate holds.
Set up periodic payments and assist members with payroll deduction and direct deposit completion.
Balance the ATM and process night-drop deposit transactions.
Balance the cash drawer at the end of the shift, compare the total amount to the CORE, research and resolve discrepancies, and report discrepancies to management as necessary.
Assist with loading cash into TCRs and post replenishments.
Process stop payments, wire requests, affidavits of unauthorized use of VISA debit and credit cards, member-status updates, name and address changes, and other pertinent information changes.
Open and close sub-shares on accounts and process account-closure requests, attempting to prevent closure when possible.
Complete daily duties such as check scanning and closing out the cash advance terminal, and scan necessary documentation.
Enroll members in online and mobile banking.
Identify and report fraudulent activity to management according to current procedures to prevent potential loss to the credit union.
Maintain knowledge of credit union products and services handled or promoted by Financial Service Specialists.
Maintain knowledge of and adhere to credit union policies, procedures, rules, and regulations for the Financial Service Specialist area, including robbery, Bank Secrecy Act, and money laundering policies and procedures.
Assist at other branches as needed.
Participate in community and business development events to increase brand awareness and drive new business.
Maintain effective communication and working relationships with members and co-workers.
Adhere to the credit union’s dress guidelines.
Maintain a good attendance record.
Perform other related duties as assigned.
TITLE: FINANCIAL SERVICE SPECIALIST I (TELLER)
STATUS: NON-EXEMPT
DEPARTMENT: ELK GROVE BRANCH
REPORTS TO: ASSISTANT BRANCH MANAGER
PAY SCALE: $19.50 - $22.00 PER HOUR
Sacramento Credit Union is seeking candidates who enjoy being of service to customers, possess excellent communication skills and have the ability to cross-sell products and services for our Financial Service Specialist I (Teller) position at our Elk Grove branch. Individuals who derive satisfaction and accomplishment from assisting others would be successful in our environment.
All Tellers have a fixed schedule so it’s perfect for individuals wanting a work/life balance. The 25-hour schedule is as follows:
Monday: 8:30 am - 1:30 pm
Tuesday: OFF
Wednesday 8:30 am - 1:30 pm
Thursday 8:30 am - 1:30 pm
Friday: 8:30 am - 1:30 pm
Saturday 9:30 am - 2:30 pm
RESPONSIBILITIES INCLUDE:
Greet and welcome members to the credit union in a courteous, professional, and timely manner.
Processes member transactions such as deposits, withdrawals, cash checks, transfers, loan payments, issue cashier’s checks, and other transactions.
Issues new ATM/VISA check cards for members and assists with PIN updates.
Assists with daily operational tasks such as opening and closing duties and working in dual control.
Informs, educates and cross sells current products and services to members and refers members to designated staff for assistance.
Achieves referral goals as directed by Assistant Branch Manager or Branch Manager.
Examine share draft/checks for proper endorsement and placing the proper holds.
Sets up periodic payments and assists members with completion of payroll deduction and direct deposit.
Balances ATM and processes night-drop deposit transactions.
Balance cash drawer at end of shift and compare total amount to the CORE. Research and resolve discrepancies. Report any discrepancies to management, as necessary.
Assist in loading cash into TCRs and posts replenishments.
Processes stop payments, wire request, affidavit of unauthorized use of VISA debit and credit cards, updates member status, changes to name, address, and other pertinent information.
Open and close sub shares on accounts. Processes account closure requests, attempts to prevent account closure, if possible.
Completes daily duties such as check scanning, closing out cash advance terminal. Scans all necessary documentation.
Enroll members in online and mobile banking.
Identifies and reports fraudulent activity to management in accordance with current procedures to prevent potential loss to the credit union.
Maintain knowledge of all credit union products and services that are handled or promoted by FSSs.
Maintain knowledge and adhere to all SCU’s policies and procedures, rules, and regulations for the FSS area, including robbery, Bank Secrecy Act and Money Laundering policies and procedures.
Assist at other branches, as needed.
Participates in community and business development events to increase brand awareness and drive new business.
Maintains effective communication and working relationships with all members and co-workers.
Adheres to SCU’s Dress Guidelines.
Maintains good attendance record.
Performs other related duties as assigned.
MINIMUM QUALIFICATIONS:
High School Diploma or G.E.D. and related work experience normally obtained in a member service and cash handling position.
Demonstrated ability to improve our members’ financial well-being via timely and relevant cross-sells.
Ability to perform accurate math calculations and maintain records.
Ability to perform accurate cash transactions.
Ability to accurately use keyboard at speed required for successful job performance.
Ability to communicate effectively and maintain effective working relationships.
Demonstrated member service skills.
Maintains good attendance record.
Our excellent benefits package includes Pay Sick Leave, Paid Time Off, paid holidays, 401(k), and more.
It is Sacramento Credit Union’s policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.