Teller - Universal Associate 2
Company: Downey Federal Credit Union
Location: Downey
Posted on: January 14, 2026
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Job Description:
Job Description Job Description Description: TWO POSITIONS
AVAILABLE Purpose Serves as liaison between members and the credit
union in-branch. Provides account information and performs a
variety of file maintenance and monetary transactions. Interviews
members to determine needs and offers appropriate products and
services. Opens new memberships and individual accounts.
Organizational Standards An energetic, self-motivated,
enthusiastic, “team player” to represent our credit union with
members, prospective members, other staff and the community of
Downey; while exercising sound business judgment, maintain a
professional appearance and displaying a positive attitude. Primary
Responsibilities Performs as an in-branch Financial Services
Representative as needed. Responds to members’ inquiries and
requests using all access channels offered by the credit union.
Verifies eligibility and opens new memberships according to credit
union’s policies and procedures. Obtains required documentation and
scans copies of such to appropriate destinations. Interviews
members to discover needs and offers appropriate products and
services. Opens individual accounts in an accurate and efficient
manner. Performs the duties of Universal Associate 2, such as
processing members’ deposits, withdrawals, transfers, loan
payments, address changes, and any other transactional or file
maintenance requests. Presents a professional image in both dress
and manner while representing the credit union at either the credit
union office or at community events. Communicates with members and
staff in a professional and articulate manner in both verbal and
written forms. Maintains a comprehensive understanding of the
features and benefits of all credit union products and services in
order to offer the most appropriate products to members. Keeps
abreast of marketing promotions and educates members on new credit
union benefits and offerings. Responsible for compliance to the
Bank Secrecy Act, which includes the Customer/Member Identification
requirements for new members, Anti-Money Laundering requirements,
and the requirements of the Office of Foreign Assets Control
(OFAC). Compliance to the regulation involves the gathering of
information needed to ensure the timely and accurate filing of
Currency Transaction Reports, reporting of suspicious activity
involving members, non-members and credit union staff, and other
suspected money laundering activities. Maintains up-to-date
knowledge of the policies, procedures, rules and regulations that
govern credit union operations. Ensures compliance with all credit
union member service standards. Performs all member related
functions and activities in accordance with superior member
service. Promotes a retail sales environment by selling all credit
union products and services. Responsible for ensuring
confidentiality and security of credit union and member information
and documents. Employs analytical reasoning to identify
opportunities and threats to both members and credit union.
Willingly accepts the direction given by management in order to
meet the goals established by the Board of Directors. Service the
membership and maintain a positive attitude within the office at
all times. Performs all other related duties as requested by
management. Requirements: Employment Requirements Ability to be
bonded. Understand basic accounting principles. Ability to use
office machines as required for their position and understands EDP
concepts. Favorable written and communication skills. Minimum Job
Requirements High school graduate; secondary education preferred.
(6) months of credit union experience preferred. (6) months of
customer service experience preferred. Basic personal computer
knowledge (Word, Excel).
Keywords: Downey Federal Credit Union, Orange , Teller - Universal Associate 2, Customer Service & Call Center , Downey, California
