Description

To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Requirements

• Receives and processes members’ financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers’ checks to members; transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Post transactions to member accounts and maintain member records.
• Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.
• Cross-train as Call Center Representative - assists members and potential members with their telephone requests; 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.
• Cross-sells Credit Union services.
• Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Performs other job related duties as assigned.

Knowledge, Skills, and Abilities:

• Experience: Up to six month 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 personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
• Other Skills: Ability to organize and prioritize work and meet deadlines. Strong verbal, written, and public speaking skills and interpersonal skills. Knowledge of regulations within the credit union industry. Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.
• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, and talk or hear. The employee must occasionally lift and/or move up to 30 lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus.