Description

Role

Responsible for accurately processing financial transactions and being an effective source of information for our members: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.

Major Duties and Responsibilities

60% Perform teller transactions accurately and efficiently. Receives and/or disburses funds, posts financial transactions and loan
payments as requested. Verbally confirm all intended transactions with member to ensure accuracy. Process payments and deposits
received by US mail. Disburse Money Orders, Cashier's Checks, and Credit Union Checks according to written procedures.
Appropriately follow all HPCU policies and procedures.

10% Create and maintain a clean, neat, and pleasant working environment by maintaining a professional look (i.e. Dress code, posture,
attitude, etc.), positive outlook and friendly behavior towards members and co-workers.

10% Maintain up-to-date knowledge of teller policies, procedures, functions, and responsibilities and be able to refer to online procedures
and relevant regulations.

10% Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.

10% Balance Cash Drawer daily. Notify supervisor immediately of any outages or transaction errors. Appropriately follow all HPCU cash
balancing guidelines.

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Requirements

Knowledge and Skills

EXPERIENCE

Cash handling and customer service experience is strongly preferred.

EDUCATION/CERTIFICATIONS/LICENSES

A high school degree or GED is required.

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 and obtaining information, as well as advising or referring, which commonly require shorter discussions.

ADA Requirements

PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 15 lbs. and coin bags up to 50 lbs on occasion. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to stand for long periods of time. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.