Summary:
Provides prompt, efficient and courteous service to members while processing transactions and answering questions. Completes transactions and related documentation for deposits, withdrawals, loan payments and transfer of funds. Cross-sells credit union services.
Duties/Responsibilities:
- Follow all credit union policies, procedures, and requirements in addition to all state and federal laws and regulations, including Regulation CC, the Bank Secrecy Act, OFAC and USA Patriot Act/Customer Identification Act (CIP). Educate members on various credit union policies, procedures and related laws and regulations where applicable.
- Perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, credit card payments, transfers, and check cashing, both over the counter and by mail..
- Provides members with account status, including current balances, account histories, and loan pay-offs.
- Cross-sell credit union products and services when possible.
- Process member requests such as certified checks, check re-orders, stop payments, wire transfers, ATM applications, and maintenance forms. Route them to the appropriate department.
- Total all work, process checks through Check21 and balance teller drawer daily.
- Support front desk and financial services employees as needed. Other duties as assigned.
Essential Functions:
- Lifting of up to 20 pounds, twisting and kneeling are frequently required
- Extended sitting up to 95% of the time
- Bending, climbing, and reaching above and below shoulder level is occasionally required.
- Some exposure to dust and/or extreme noise levels may occasionally apply
- Basic mathematical skills (adding, subtracting, multiplying, dividing) are required
- Ability to use a PC software and office equipment.
- Excellent verbal communication skills. Must be bondable.
DISCLAIMER
The information in this position description has been designed to illustrate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties and responsibilities and/or qualifications required of any employee assigned to this position.
Education, Training and Experience:
- High School diploma or the equivalent.
- Cash handling experience and customer service experience.
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