Head Financial Services Assistant

Job Summary:

This position reports directly to the respective Branch Manager of assigned branch location. This position is responsible for (i) performing transaction duties to serve members by receiving or paying out funds with high accuracy, (ii) presenting and explaining credit union product and services to members. Most importantly, this position will follow established procedures to handle a broad variety of member issues including, but not limited to, account maintenance, research, and problem solving

Primary Duties and Responsibilities:

• Greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate and efficient member transactions.
• Maintain an up-to-date and comprehensive knowledge on all related policies, procedures and rules and regulations, including robbery procedures.
• Responsible for cross-selling credit union products and services.
• Ensure station is properly stocked with forms, supplies, brochures, etc.
• Responsible for opening new accounts and reviewing member applications for accuracy and compliance with Credit Union policies.
• Responsible for processing member account requests (researching and resolving member problems).
• Other duties as assigned.

Position Specifications/Requirements

• Excellent Customer Service Skills
• Symitar experience is preferable
• Knowledge of Teller and Member Service operations and procedures
• Knowledge of and compliance with all necessary regulations including, but not limited to BSA, CIP, US Patriot Act, Fact Act, etc.
• Ability to adapt to continually changing and increasingly technical environment
• Proven ability to read, write and communicate at a level consistent with the requirements of this position
• Ability to work effectively and collaboratively with colleagues
• Strong attention to detail
• Strong-time management and organizational skills
• Good, sound, and practical judgment

Education and/or Work Experience Requirements:

• High School Diploma or equivalent
• Energetic solutions oriented individual with the ability to multi-task.
• Good math and typing skills
• Be able to work in a fast work environment, multi-task, meet deadlines, and pay attention to detail.
• Minimum of one (1) year of credit union experience
• Minimum of six (6) months of processing basic financial transactions (i.e., deposits, transfers, and withdrawals)
• Computer proficiency (MS Office – Word, Excel, Outlook)
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

Physical Requirements:

• Ability to perform the essential job functions consistent safely and successfully with the ADA, FMLA and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards
• Dexterity work – must be able to make small movements such as typing and picking up small objects
• Sedentary work – standing and/or sitting most of the time

Pay: $25.00 per hour

Work Location: In person

Salary : $25