Position Summary

The position is responsible for performing a variety of member transactions in an accurate, timely and confidential manner. In charge of balancing each day’s transactions and verifying cash totals. This position will also assist our Interactive Teller Machine if and when needed. Accountable for meeting daily/monthly balancing standards and adhering to all authorized cash and transaction limits. Responsible for the security of all cash and negotiable instruments and accurate cash handling. Maintain basic knowledge of credit union products and services and basic knowledge of loan products. Actively cross-sells credit union products and services. Accountable for complying with and following all credit union policies, procedures, and government regulations.

Essential Duties and Responsibilities 

• Support the Credit Union's culture of compliance by understanding and complying with all federal and state regulations, including the Bank Secrecy Act and OFAC as applicable, including but not limited to adherence with BSA/AML and OFAC policies and procedures regarding large currency transactions, monetary instruments, wire transfers, member identification, OFAC screening, the completion of training, and reporting suspicious activity to the BSA Officer.
• Demonstrates a strong member focus through consistent, exceptional service. 
• Creates a memorable member experience by cultivating, maintaining, and enhancing relationships with members through proactive outreach efforts in person, over the phone, or other channels as appropriate.
• Develops, maintains, and demonstrates a working knowledge of credit union member service standards, policies, procedures, and applicable state and federal government rules.
• Provide member service and perform duties with a very high level of accuracy and efficiency to elevate the member service experience, minimize the need to redirect members to others, and help guide them when redirecting is needed while maintaining alignment with service expectations, instructions, policies, and procedures including:
  • Performs routine teller services, account maintenance that includes changes to names, addresses, telephone numbers, and issuing or reordering debit, credit, or replacement ATM cards. Posts deposits, loan payments, and transfers funds between accounts. Complex teller services i.e., GL entries, vault balancing, etc. 
  • Performs routine teller services through ITM when needed.
  • Responsible for completing daily, weekly, or monthly: balancing sheets; night drop and mail depository log; daily timecard management; CTR and SAR documentation; captured ATM cards; audits for cash, negotiable instruments, ATM’s, cash machines and branch. 
  • Maintains accurate records of transactions and balances daily work. 
  • Answer incoming calls and assist with specific inquiries.

• Exhibits positive, constructive, and supportive behavior with members and co-workers. Always demonstrate calm demeanor and appropriate tone.  

• Stays abreast of promotions and cross-sells the credit union’s complete line of products and services.  

• Educates members on emerging Credit Union technology and digital solutions and assists members with a variety of inquiries and account issues while providing general credit union information.  

• Performs other duties as assigned.

Job Type:  Full Time

• Working onsite 

Benefits: 

• Medical insurance
• Dental insurance
• Vision insurance
• Paid Life insurance
• 401(k) with company match
• Paid time off
• Paid holidays
• Employee discounts
• Tuition Reimbursement Program
• Professional Counseling & Family Support
• Additional benefits

Physical Functions: Physical The employee must be able to remain in a stationary position 70 percent of the time; frequentlyoperate a telephone, computer, printer, copier, scanner, and fax machine; and occasionally move about inside the office to access file cabinets, office machinery, etc. Must frequentlywalk, reach with hands and arms, and will occasionally lift up to 25 pounds. All the positions at Orlando Credit Unionrequire visual acuity, and the ability to communicate orally.Normal climate-controlled office setting with moderate noise

Working Environment: Normal climate-controlled office setting with moderate noise. This job operates in a clerical office setting and routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty with or without accommodation. The requirements listed above are representative of the knowledge, skill, physical demands and /or ability necessary to achieve success in this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Link: Accommodations | U.S. Department of Labor (dol.gov)

Orlando Credit Union is an equal opportunity employer. OCU prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.