What are the responsibilities and job description for the Operations Associate - Universal Banker position at Family Trust FCU?
Provide friendly, accurate, and professional service to members in-person, over the phone, and via digital channels.
Assist members with opening all types of accounts, explaining terms and disclosures clearly.
Respond to member inquiries and resolve basic issues related to accounts, transactions, and services.
Educate members about Credit Union products and services and recommend those that best suit their financial needs.
Accurately receive and process financial transactions including deposits, withdrawals, loan payments, transfers, and negotiable instruments.
Balance personal cash drawer daily and maintain balancing accuracy in accordance with Credit Union policies.
Approve check holds and perform teller overrides as authorized.
Sell negotiable instruments and maintain accurate member records.
Perform all vault-related duties including balancing, preparation, and receipt of cash shipments.
Participate in regular audits of teller drawers, TCR/TCD, and other cash-handling equipment.
Ensure dual control procedures are followed when accessing cash, vaults, or sensitive areas.
Assist with daily opening and closing procedures of the branch.
Prepare, maintain, and submit various operational reports and logs as assigned.
Report malfunctions of teller terminals, dispensers, or other equipment to appropriate personnel.
Maintain in-depth knowledge of all Credit Union products, services, internal policies, and relevant regulatory changes.
Follow established procedures to ensure compliance with Credit Union policies and regulatory requirements.
Keep up to date with any changes in procedures, services, or policies.
Support fellow team members by sharing knowledge, helping during high-volume periods, and maintaining a positive and cooperative work environment.
Provide informal guidance and peer support to less experienced tellers when appropriate.
Understand and comply with credit union policy, laws, regulations, and the credit union’s BSA/AML/CIP/OFAC Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious member and/or account activity.
Other job duties as assigned.
Salary.com Estimation for Operations Associate - Universal Banker in Greenville, SC
$33,600 to $39,679
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