Description

Summary:

To perform routine member transactions such as receiving and disbursing funds, posting deposits, loan payments, and withdrawals in an accurate, efficient, friendly, and professional manner. This position will also remain current on all laws, rules and regulations including BSA and CIP programs and processes.

Essential Duties and Responsibilities:

1. Maintain and balance a cash drawer daily.
2. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
3. Process stop payments.
4. Provide members with information pertaining to account status, including current balances and loan pay-off amount.
5. Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
6. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
7. Promote and cross-sell Credit Union products and services.
8. Issue and encode ATM cards.
9. Sell Traveler’s Cheques and maintain individual inventory log.
10. Prepare payroll deduction forms and net check/ACH requests.
11. Ensure compliance with all processes pertaining to BSA and CIP programs.
12. Meet established referral goals based on hours worked.
13. Other duties as may be assigned.

Requirements

Position Requirements and Qualifications:

1. High school diploma or equivalent.
2. Minimum of one year of teller experience.
3. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
4. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
5. Proficiency with Microsoft Office products, 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
6. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
7. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
8. Minimum of six months of sales/referral experience.

Job descriptions are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management’s discretion. Further, job descriptions do not represent a complete list of all the performance expectations and characteristics of individuals required to perform a job adequately.