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Job Details
Description
Role : Assists members and potential members with their financial needs, opens new accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services.
Essential Functions & Responsibilities :
Assists members with opening and closing accounts, opens a teller drawer daily, answers questions about products and services and resolves problems that are within their authority to resolve.
Refers problems that are beyond their authority to their supervisor, along with their recommendations.
Performance Measurements :
Open teller drawer daily.
Knowledge & Skills :
Experience - 2 years’ experience as Branch Specialist or similar experience; minimum lending authority $5,000 unsecured and $25,000 secured.
Education - A high school education or GED.
Outside contacts become important and fostering sound relationships with other entities (companies and / or individuals) becomes necessary and often requires the ability to influence and / or sell ideas or services to others.
Other Skills - Must be able to utilize various computer programs to obtain and enter information. Must demonstrate strong public contact and communication skills.
Must demonstrate good judgement in order to resolve member issues and to offer other services. Must be current on all policies and procedures related to teller, new account, and be fully versed on all services offered by the credit union.
Must demonstrate proficiency with all lending functions. Must be adept in handling share certificates and IRA accounts. Must be able to change job function as member traffic dictates to meet member needs.
Physical Requirements - Light lifting required. Must be able to walk / stand for extended periods of time as member traffic dictates.
Last updated : 2024-05-03
Full Time
$34k-41k (estimate)
05/04/2024
05/11/2024
americasfirstfcu.org
Birmingham, AL
<25
The following is the career advancement route for Universal specialist positions, which can be used as a reference in future career path planning. As an Universal specialist, it can be promoted into senior positions as a Bookkeeper, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal specialist. You can explore the career advancement for an Universal specialist below and select your interested title to get hiring information.