Help us build the financial strength of our members!

Cornerstone Credit Union is looking for an enthusiastic individual to join our professional and awesome team! We offer a competitive compensation and benefit package including a generous PTO plan, medical, dental & vision coverage, and eligibility for immediate 401K match.

If you are reliable, want to work for a great company who is focused on customer service, all while working with a great team, this might be the opportunity for you! If you meet the requirements listed below apply with us.

Position Purpose :

Serves as a representative of Cornerstone Credit Union to assist our members with their financial needs. Responsible for providing services to members in a courteous and professional manner while providing prompt, efficient and accurate member service.

Maintain a thorough knowledge of Credit Union philosophies and policies.

Essential Functions :

• Independently maintain and balance assigned cash drawer.
• Perform routine member transactions accurately including, but not limited to deposits, withdrawals, transfers, loan payments, check disbursements, general ledger postings, dead end checks, money orders and general functions.
• Have a working knowledge of Fiserv and general equipment needed to perform daily work.
• Maintain over / short practice, cash drawer limits.
• Follow BSA guidelines for CTR and SAR.
• Follow check negotiation practices.
• Ability to handle problem resolutions using independent judgment to ensure member satisfaction, and to know when to transfer the member to an appropriate CCU employee for resolution.
• Demonstrate proficiency in cross selling services offered by CCU.
• Understand and follow applicable CCU policies and standard operating procedures.
• Remain aware of, understand and comply with regulatory and compliance issues for deposit accounts.
• Greet and sign in members / visitors.
• Responsible for the upkeep and professional look of the lobby.
• Control the flow of member traffic to available Financial Service Representatives.
• Encode and re-pin Debit card.
• Sort & distribute mail.
• Respond to inquiries made by members in person in a timely, friendly and professional manner.
• Changing and handling the coin bags in the coin machine and perform simple maintenance.
• Process mail and night drops.
• Knowledgeable about the credit union with the ability to answer basic questions.
• Understand credit union policy and standard procedures which relate to the MSR department.

Note : The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

Job Requirements :

• Experience in a customer service or similar role, with cash handling responsibilities.
• High school diploma or equivalent.
• Bilingual Spanish highly preferred
• Strong written and verbal communication skills
• Requires effective member relation / cross selling skills.
• Ability to manage multiple priorities / multitask.
• Ability to work under pressure with strong attention to detail and accuracy.
• Demonstrates PC proficiency, Microsoft Word, Excel and Outlook.
• Ability to pass pre-employment drug test, background check and motor vehicle record check.

Last updated : 2024-05-20