Location: San Jose, CA
Monday–Thursday 8:45am–5:30pm, Friday 8:45am–6:30pm; and rotating Saturdays 8:30am–5:00pm (with a day off during the week)
Performs basic member transactions including, but not limited to: deposits, withdrawals, account transfers, loan payments, loan payoffs, cash advances, US Savings Bonds redemption, traveler’s check purchases, gift card purchases, sub-account openings, IRA contributions, address change requests, check order requests, account closures, and issuance of Cashier Checks.
Accurately maintains, safeguards, and balances cash drawer, and all negotiable instruments.
Answers basic member inquiries concerning Credit Union products and services, policies and procedures, promotions, relationship pricing, fee structures, and general financial institution processes.
Prepares work for daily opening and closing of branch. Other daily responsibilities would include stop payment requests, accurate completion of Currency Transaction Reports, member password updates, statement copy requests, cross-member transfer requests, wire requests and processing daily night depository items. Completes miscellaneous tasks and projects as assigned.
Cross-sells Credit Union products and services appropriate to meet member needs.
Provides assistance to other branches and departments as needed, including travel to other locations.
Fosters and maintains a strong service culture. Supports our Mission Statement through teamwork and supporting other departments/branches. Must be able to work in a fast-paced environment and prioritize basic tasks while servicing members. Flexibility with work schedule is required.
High school diploma or equivalent. Normally requires one year of current and progressive credit union or financial institution experience, preferably one year of which was in a Teller role.
Basic knowledge of computers and Microsoft Office software applications.
Strong knowledge of credit union philosophies, practices, regulations, policies and procedures is preferred.
Requires good verbal and written communication skills. Requires basic math skills (addition, subtraction, multiplication, division, fractions, decimals, and percentages).
Ability to lift up to 15 lbs.
Ability to stand for long periods of time.
Ability to utilize standard office equipment (e.g. adding machine, calculator, photocopy machine, and fax machine).
Competitive Benefits Package
Business Casual Attire
Comprehensive Internal Training
Disability Plans (short and long term), Flexible Spending Plans, Life and AD&D Insurance
Employee Loan Discounts
401(k) plan w/match component
Health Care (currently, two HMO options and a PPO Plan), Dental, and Vision
Employee Bonus Program
Paid Holidays – typically 11-12 per year
Paid Time Off (PTO) Structure
Tuition Reimbursement Program
MUST HAVE GOOD CREDIT!