Lobby Experience Specialist - Delano Branch

Role: Provide professional, accurate, courteous service to members. Educate and promote the usage of the TAP teller machines and credit union products and services. Assist members with deposits and access to safe deposit boxes (where applicable).

Essential Functions & Responsibilities: 

• Greet members with engaging, courteous and professional service in a timely manner. Inquire what the member may need assistance with and direct to the correct employee (TAP, FSR, BM, ABM). Educate and promote the usage of the TAP teller machines with members. Provide technical support to members while utilizing the video technology. Ensure machines are ready for member use (clean, pens available). 
• Manage cash level and balance cash dispense machines. Ensure cash dispenser is cleaned regularly. Process member financial transactions including deposits, withdrawals, loan payments, account maintenance, debit and credit card maintenance, and other general inquiries. 
• Process mail that is delivered to the branch. Prepare inter-office mail for courier service. Ensure the branch stays stocked in office supplies and facility supplies as needed. Place all orders for supplies as stock requires it. 
• Listen for opportunities to refer members to specialists throughout the credit union. For example FSR, Real Estate or Retirement and Investment Services referrals.
• Communicate effectively with Branch Manager and appropriate TAP Center Staff/Automated Teller Support Staff when member or TAP teller machine issues arise. Assist Brinks/NCR in reloading machines with cash and check retrieval or other services provided.
• Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of, and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job functions.

Knowledge and Skills:

• Experience: One month to twelve months of similar or related experience. 
• Education: A high school education or GED. 
• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. 
• Other Skills: Able to operate a 10-key calculator, and computer keyboard. 
• Physical Requirements: 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. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. 
• Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.