Job Summary

Are you a people person with a passion for helping others achieve their financial goals? Sea West Federal Credit Union is seeking a Lead Teller/ Financial Services Representative to be the friendly face of our Alameda branch.

In this role, you will blend transaction accuracy with deep member engagement. You will serve as the frontline operations expert, managing daily branch workflow, handling vault and cash balancing, and mentoring staff.

Core Responsibilities

Frontline Operations & Cash Management

• Vault Security: Order daily cash from the Federal Reserve, verify shipments, and maintain strict dual custody vault protocols.
• ATM & Dispenser Care: Stock and service ATMs with necessary tapes, receipts, and envelopes.
• Branch Balancing: Oversee end-of-day balancing, investigate teller outages, initiate corrective actions, and finalize day-end reporting.
• Operational Flow: Monitor lobby traffic, schedule daily shifts/breaks, assign window coverage, and redirect staff to maintain efficiency during peak hours.

Team Mentorship & Compliance

• Training: Onboard new tellers, cross-train staff on internal policies, and guide the team through technological updates.
• Auditing: Conduct routine, unscheduled audits of individual teller drawers, vault cash, and negotiable instruments like money orders.
• Risk Mitigation: Enforce check holds, verification of proper identification, and compliance checks on large transactions or overrides.
• Process Improvement: Develop, review, and recommend systems to management to assure optimal branch operations.

Member Experience & Relationship Building

• Exceptional Member Service: Greet members with a professional, warm demeanor to build lasting rapport.
• Consultative Sales: Identify member needs and introduce products or services that improve their financial well-being.
• Problem Solving: Assist tellers with resolving complex, escalated member disputes and difficult policy exceptions.

Job Requirements

• Education: High school diploma or equivalent (GED).
• Experience: Minimum 3 years’ related experience in financial institutions ( credit union experience is a plus).
• Technical Skills: Proficiency in PC skills, including Microsoft Office and Outlook.
• Core Competencies: High attention to detail, strong numerical accuracy, and excellent interpersonal communication.
• Traits: Proactive "member-first" attitude with the ability to multitask in a fast-paced environment.

Why Choose Sea West? (Industry-Leading Benefits)

We believe in investing heavily in the financial, physical, and professional well-being of our team:

• 100% Employer-Paid Premiums: We cover 100% of employees Medical, Dental, and Vision insurance.
• Retirement Security: Access to a 401(k)-retirement plan with an employer company match.
• Income Protection: Fully paid Life and Long-Term Disability (LTD) Insurance.
• Work-Life Balance: Generous paid holidays and vacation time.
• Professional Growth: Build a career alongside ethical professionals in a highly stable environment.

Pay: $30.00 - $35.00 per hour

Benefits:

• 401(k) matching
• Credit union membership
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

People with a criminal record are encouraged to apply

Experience:

• Lead Teller: 3 years (Required)
• banking: 3 years (Required)

Work Location: In person