Financial Service Representative (Teller)
@ Excite Credit Union

San Jose, California, United States
$21 - $24
On Site
Posted 12 days ago

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XXXXXXXXX XXXXXXXXXXX XXXXXXXXXX****** @excitecu.org
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Job Details

Financial Service Representative

Excite Credit Union is seeking a Financial Service Representative for our Curtner Branch. This is an in-person role requiring availability on Saturdays during business hours.

About Excite Credit Union

Excite is a relatable, jean-wearing, highly-caffeinated, value-based community credit union that empowers members to build a financially stronger future while strengthening the community.

Key Responsibilities

  • Process transactions: deposits, withdrawals, sale of negotiable instruments, etc.
  • Promote and advise on credit union products and services.
  • Ensure service standards, operational accuracy and integrity.
  • Operate and reconcile cash drawer, checks and negotiable items.
  • Handle negotiable items accurately (cashier’s checks, money orders, gift cards, temporary checks).
  • Redeem US Savings Bonds and perform opening/closing duties.
  • Meet or exceed sales, service and productivity goals.
  • Build relationships with members through effective communication.

Qualifications & Requirements

  • High school diploma or equivalent.
  • Minimum 1-year customer-facing experience in retail.
  • Experience in sales/referral roles.
  • Previous cash handling experience and fiscal responsibility.

Desirable Experience

  • Experience with DNA and Meridian Link.
  • Previous financial industry experience.
  • Bilingual skills (English/Spanish) are a plus.

What We Offer

  • Competitive pay ($21-$24/hour)
  • Comprehensive benefits plan
  • Retirement plan with matching contribution
  • Wellness and well-being programs
  • Financial education and planning
  • Professional development and continuing education allowance
  • Team member loan discounts

Key skills/competency

  • Customer Service
  • Cash Handling
  • Sales
  • Financial Transactions
  • Accuracy
  • Integrity
  • Teamwork
  • Communication
  • Bilingual
  • Regulatory Compliance
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How to Get Hired at Excite Credit Union

🎯 Tips for Getting Hired

  • Customize resume: Highlight retail and cash experience.
  • Research Excite Credit Union: Understand their community values.
  • Prepare for sales: Emphasize customer service skills.
  • Show reliability: Demonstrate punctuality and team spirit.

📝 Interview Preparation Advice

Technical Preparation

Review cash handling procedures.
Study cash reconciliation methods.
Practice transaction software.
Understand regulatory guidelines.

Behavioral Questions

Describe a time handling cash discrepancies.
Explain teamwork in high-pressure situations.
Share an experience of effective customer service.
Detail handling difficult customer interactions.

Frequently Asked Questions