Teller
Escondido, CA
Part-Time position
KEY RESPONSIBILITIES
Service and Sales:
Proactively acknowledges all members as they enter the branch.
Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
Answers and resolves member inquiries on issues related to their account as necessary. Conducts research on member accounts, as necessary or requested.
Actively cross-sells and properly tracks products and services referred or sold to members to meet individual and branch sales goals by directly assisting or referring the member to the appropriate representative or department according to the minimum sales standards. When referring, assists with appointment setting and information gathering.
Effectively models established service standards at all times, striving to handle each encounter in a seamless manner. Maintains minimum Mystery Shop standards as established by guidelines, including asking for the business on every cross-sell opportunity.
Actively participates in the team sales programs, contests, branch and organizational meetings, community events and business development activities as organized by the Branch.
Operations and Training:
Balances checks and cash drawer in a timely manner.Actively participates in branch end-of-day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure.Researches end of day balancing challenges and supports team members.
Ensures all protection and security measures are adhered to so that member and company assets are protected.
Maintains up-to-date knowledge of all products and services, referring forward for those products not within the scope for their position.
Maintains in-depth knowledge of and complies with all departmental and security policies and procedures, as well as, federal regulations applicable to the position, including BSA requirements. Completes all required compliance training as assigned.
Performs other duties as assigned by management.
Qualifications:
Education: High School Diploma, G.E.D., or equivalent is required.
Experience: A minimum of 6 months in the service industry with an emphasis on accurate cash handling, proactive sales and basic computer skills is required.
COMPETENCIES:
Skills & Abilities:
Strong human relations, listening, verbal and written communication, time management and organizational skills with the demonstrated ability to actively cross-sell products & services are required.
Must possess a professional appearance and demeanor.
Able to maintain the confidentiality of member information.
- Must demonstrate the ability to multi-task and prioritize workflow.
Software: Microsoft Office Suite and Internet are required. Symitar is preferred.
PHYSICAL DEMANDS/WORKING CONDITIONS:
Constant repetitive use of the hand involving simple grasping.
Frequent sitting, bending of the waist, and repetitive use of the hand involving reaching below shoulder level.
- Occasional walking, standing, bending of the neck, squatting, kneeling, twisting (neck & waist), repetitive motion of the hand involving power grasping, fine manipulation, pushing & pulling, and reaching above shoulder level, lifting and carrying (0-30 lbs.).
To Apply:
Please apply through your school's Symplicity CSM system job board ,
Job ID#144
If you have not yet registered on CSM please contact your Career Education Advisor for details on how to register and apply!