• Actively promote and cross-sell credit union products and services by recognizing member needs and matching services and products. Presents and explains Credit Union products and services to members and assists in meeting their financial needs. Keeps members informed of Credit Union services and policies, including types of available accounts, interest rates, payroll options, and other related services.

• Receives and processes change of name, address, and other account maintenance as needed. Handles request from members for card disputes, replacement cards, transfers of shares to loan (payments). Ensues members’ request and questions are promptly resolved.
• Balances cash drawer daily to assure accuracy in transactions and notifies manager regarding any outages. Appropriately applying policies.

• Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.

• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Experience
Up to 6 months of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
High school education or GED
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
ADA Requirements:
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.