Teller - El Cajon Branch

Teller Member Services

• Provide exceptional member service by greeting members, answering questions, and responding to inquiries in a friendly and professional manner.
• Assist members with transactions including deposits, withdrawals, loan payments, check cashing, and transfers.
• Educate members on credit union products, services, and digital banking tools.

Cash Handling & Transactions

• Accurately process all financial transactions while maintaining a balanced cash drawer.
• Verify cash amounts, endorsements, identification, and account information to ensure proper processing.
• Detect, prevent, and report suspicious or fraudulent activity following credit union policies.

Account Support

• Assist members with updating member information, and processing address or name changes.
• Provide information about account balances, fees, and transaction history within authorized guidelines.
• Help members troubleshoot debit cards, online banking access, and mobile app issues.

Compliance & Security

• Follow all credit union compliance standards including Bank Secrecy Act (BSA), Anti‑Money Laundering (AML), and identity verification procedures.
• Maintain confidentiality of member information and adhere to credit union policies and regulatory requirements.
• Support branch security procedures and respond appropriately to emergency situations.

Operational Support

• Assist with daily branch operations including ATM balancing, vault access, and end‑of‑day settlement.
• Participate in team meetings, training sessions, and professional development activities.
• Support branch goals by promoting credit union services and referring members to appropriate departments.

Member Experience & Sales Support

• Identify member needs and refer them to loan officers or member service specialists when appropriate.
• Promote financial wellness tools, credit union benefits, and community initiatives.