Join the Team
California Bear Credit Union is an Equal Opportunity Employer located in Downtown Los Angeles. Candidates seeking employment should be highly motivated, energetic and professional team players. In return you will receive a challenging position with competitive salary and excellent benefits including CalPERS retirement plan. The following are open positions at the Credit Union.
Member Service Teller
To provide value-added quality service to the membership by efficiently, accurately and continuously handling member transactions and cross-selling credit union products and services. Assists members with their financial transactions, involving paying and receiving cash, and other negotiable instruments at the teller line.
Major Duties and Responsibilities:
(Job Knowledge) – Balance Cash Drawer and daily transactions within established credit union guidelines to ensure accuracy and prevention of losses. Knowledge in processing all teller transactions including deposits, withdrawals, loan payments, night drop, bank by mail transactions, payroll deduction, money orders, and travelers checks. Provides prompt and accurate information to the member and conducts moderate account research or inquires. Follows all credit union policies and procedures and ensures BSA/ OFAC compliance
(Member Focus “Service” /Communication) – Provides prompt and accurate information to the member and conduct basic account research or inquires. Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service. Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfer amounts from member accounts as directed. These transactions are performed with minimal or no errors. Ensures compliance with all credit union member service standards. Performs all member related functions and activities in accordance with superior member service. Handles member correspondence, resolves inquiries and provides product information. Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary.
(Teamwork and Cooperation) – Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service. Supports the needs of the sales division by assisting wherever needed to meet member demand with sales and service delivery.
(Sales) – Promotes a retail environment by cross-selling and referring credit union products and services. Supports the needs of the sales division by assisting wherever needed to meet member demand with sales and service delivery. Required to meet and maintain minimum sales objectives assigned by branch management.
Performs other job related duties as assigned.
- To provide friendly, professional, personal service to all members.
- To balance at least 98% of the time within then dollar limits established by policy.
- Complete all work, process with minimum of errors and a high degree of quality with minimal supervision.
- To meet and maintain minimum sales objectives assigned by the Branch Sales Manager.
- Supports the needs of the Sales Division by assisting wherever needed to ensure member demand with sales and service delivery.
- Performs all duties in compliance with credit union policies and appropriate regulatory statutes.
To provide all of the standard and traditional teller transactions and services while delivering a higher level and range of services than the traditional teller function.
Because of our strong sales culture, tellers are expected to do more than simply refer or cross tell to member needs. MSTs’ will have online access to loan applications and membership applications and will be expected to be knowledgeable and proficient in picking up on and creating member cues and awareness that result in selling additional services to a high percentage of their daily contacts and transactions.
While MSTs’ will primarily handle cash and deposit transactions, the “Single Touch” service philosophy supports and expects tellers to create awareness and act on sales opportunities with a high percentage of members.
MSTs’ will receive dollar for dollar credit for all services cross-sold at the teller line, and will also be encouraged to appropriately refer sales opportunities to MSO’s within the branch.
Making outgoing sales and service phone calls related to potential opportunities and as follow-ups in their contact file database will be required from time to time.
Knowledge and Skills:
Experience: Minimum of one year customer service and retail sales experience, One year cash handling experience, One year branch operations experience.
Education: High School Diploma, G.E.D., or equivalent required.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/ or outside the organization, generally regarding routine matters for purpose of giving or obtaining information which may require some discussion.
Other Skills: Basic PC skills, Microsoft Windows, Microsoft Word, Basic Internet Browser. Experience, Good Verbal Skills.
Interested parties should contact William “Billy” Hernandez at firstname.lastname@example.org or (213) 830-4125.