Posted in Admin - Clerical 7 days ago.
Role: To ensure members receive friendly, accurate, and timely assistance. When addressing member questions, be able to provide all member services while utilizing the support departments as needed, and presenting an image of professionalism.
Essential Functions & Responsibilities:
30% Welcomes members and receives and processes member financial transactions, including deposits, withdrawals and loan payment transfers amounts from member accounts as directed; posts transactions to member accounts and maintains records; verifies cash and endorsements, issues receipts, and receives check re-orders. Responsible for cash management in the office to be sure minimal amount of cash is kept on hand while meeting the members' needs.
30% Provides routine information concerning services and directs members to appropriate department for specific information and service; opens and processes all new accounts, including savings accounts, business accounts, trust accounts, certificates, IRAs and checking accounts; handles requests in a professional, prompt and efficient manner; cross-sells credit union services.
20% Completes account inquiries, address changes, closing accounts, and account maintenance requests as directed by members, including changes relative to payroll deduction; researches and solves member questions, problems and complaints either by telephone, correspondence or in person, in a timely manner while maintaining member satisfaction.
10% Meets balancing requirements as outlined in the Branch Employee Performance Standards, performs a variety of miscellaneous tasks including typing, filing, computer input, scanning and answering the telephone.
5% Keeps informed of the latest changes in credit union policies and procedures relating to security, compliance, rates, and consumer protection laws.
5% Performs other related duties as assigned; must be able to work flexible hours, including Saturdays, at any/all branch locations.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Must have good communication skills for training other tellers; must be able to operate a 10-key calculator and computer keyboard; must be accurate with numbers and names.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.