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Careers at Wheelhouse

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At Wheelhouse Credit Union we demonstrate our philosophy of People Helping People by providing our members with products and services that help them achieve their financial goals. If you’re looking for a career where you can learn, grow, and have fun while helping others, we may have a position for you!

Enjoy the Benefits of Working for Wheelhouse Credit Union

Wheelhouse Credit Union employees are our most important asset! We have designed a generous benefits package that allows flexibility, options, and opportunity.

Healthcare

Regular full or part-time employees working at least 30 hours per week are offered medical, dental, and vision insurance. The Credit Union contributes to the employee’s coverage and coverage for qualified dependents and/or registered domestic partners is available for purchase. Wheelhouse Credit Union also offers a Flexible Spending Account for Healthcare Reimbursement and/or Dependent Day Care.

401(k) Plan

The 401(k) retirement plan is funded by a combination of Credit Union and employee contributions. After the completion of 90 days of continuous service, employees are eligible to become a member in the 401(k) plan and the Credit Union will begin making discretionary contributions equal to 3% of the employee’s salary.

Paid Time Off

Wheelhouse Credit Union observes 10 paid holidays for all regular full and part time employees. The Credit Union has established a Paid Time Off (PTO) plan that combines vacation and sick leave time into a single PTO bank. The intent of this plan is to allow employees to plan the use of personal time off in a manner that more closely meets their individual needs.

Tuition Reimbursement

Available to all full and part time employees after 6 months of continuous service.

Corporate Citizenship

Regular full and part time employees that have completed 90 days of service are paid regular wages for time spent volunteering with an approved San Diego organization.

Wellness Program

Healthy living education and encouragement for staff, including complimentary flu shots and cholesterol screenings.

Discounted Credit Union services

Free checking and savings accounts, and a 1% rate reduction on selected loan products.

Insurance Coverage

All regular employees working at least 30 hours per week are provided with company-paid Long-Term Disability, Life Insurance, and Accidental Death and Dismemberment insurance.

Friendly Work Culture

Enjoy a supportive and positive work environment, with a focus on professionalism and creativity.

Committed to Diversity

We’re committed to a culture of diversity that reflects the communities in which we live and do business.

Open Positions

The Teller I will have the following job responsibilities:

  1. Maintain and balance a cash drawer daily.
  2. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
  3. Process stop payments.
  4. Provide members with information pertaining to account status, including current balances and loan pay-off amount.
  5. Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
  6. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
  7. Promote and cross-sell Credit Union products and services.
  8. Issue and encode ATM cards.
  9. Sell Traveler’s Cheques and maintain individual inventory log.
  10. Prepare payroll deduction forms and net check/ACH requests.
  11. Ensure compliance with all processes pertaining to BSA and CIP programs.
  12. Other duties as may be assigned.

The requirements for the Teller I position include:

  1. High school diploma or equivalent.
  2. Minimum of six month of cash handling experience in a customer service environment.
  3. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
  4. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
Apply

The Teller I will have the following job responsibilities:

  1. Maintain and balance a cash drawer daily.
  2. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
  3. Process stop payments.
  4. Provide members with information pertaining to account status, including current balances and loan pay-off amount.
  5. Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
  6. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
  7. Promote and cross-sell Credit Union products and services.
  8. Issue and encode ATM cards.
  9. Sell Traveler’s Cheques and maintain individual inventory log.
  10. Prepare payroll deduction forms and net check/ACH requests.
  11. Ensure compliance with all processes pertaining to BSA and CIP programs.
  12. Other duties as may be assigned.

The requirements for the Teller I position include:

  1. High school diploma or equivalent.
  2. Minimum of six month of cash handling experience in a customer service environment.
  3. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
  4. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
  5. Floaters will be required to be available to work and relocate as needed within multiple locations in any given day.
Apply

The Teller II Floater will have the following job responsibilities:

  1. Maintain and balance a cash drawer daily.
  2. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
  3. Process stop payments.
  4. Provide members with information pertaining to account status, including current balances and loan pay-off amount.
  5. Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
  6. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
  7. Promote and cross-sell Credit Union products and services.
  8. Issue and encode ATM cards.
  9. Sell Traveler’s Cheques and maintain individual inventory log.
  10. Prepare payroll deduction forms and net check/ACH requests.
  11. Ensure compliance with all processes pertaining to BSA and CIP programs.
  12. Meet established referral goals based on hours worked.
  13. Availability to work and relocate as needed within multiple locations in any given day.
  14. Other duties as may be assigned.

The requirements for the Teller II Floater include:

  1. High school diploma or equivalent.
  2. Minimum of one year of teller experience.
  3. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
  4. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
  5. Proficiency with Microsoft Office products, 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
  6. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
  7. Minimum of six months of sales/referral experience.
Apply
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