ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the efficient, effective, and accurate performance of member transactions.

• Assists members in opening and closing deposit accounts. Gathers information, assists members in selecting appropriate products and services, completes all necessary documentation, enters information into the computer system, and handles initial deposits.
• Assists members with Consumer and Home Equity loans. Gathers necessary information, enters loan applications, conducts appropriate follow-up and conducts loan closings. Loads indirect loans into the computer system as needed.
• Assists members with opening new IRA accounts. Handles IRA transfers and withdrawals as needed. 
• Assists members with Certificates of Deposit and questions related to certificates.
• Researches and resolves problems for members as needed. Addresses member requests and inquiries in person, by phone and by email.
• Is knowledgeable about all of the Credit Union’s products/services.
• Strives to exceed member expectations and anticipate needs through skillful questioning, listening, communicating benefits, gaining commitment and addressing member concerns.
• Follows all established Credit Union standards, policies and procedures in serving members. 
• Assists members with online banking, mobile banking and bill pay, including registering and troubleshooting member issues.
• Inputs information to accurately print member instant issue debit cards, balances and cleans the machine as needed.

Assumes responsibility for the efficient, effective, and accurate performance of branch functions.

• Balances the vault as assigned. Helps disburse cash to MSR I in correct denominations.
• Balances the Branch at the end of the day as assigned.
• Provides assistance to MSR I with questions, transactions and teller procedures as needed. Assists with MSR I over/shorts.
• Provides assistance with training MSR’s as needed.
• Opens and closes the branch as needed, including opening and closing the vault and ensuring that the vault and branch are secure.
• Orders and counts cash supplies as assigned.
• Maintains security of assigned cash.
• Balances the ATM. Performs encoding and check imaging duties as assigned.
• Contacts maintenance and repair personnel for branch equipment as needed. 

``Directions Credit Union is an Equal Opportunity Employer AA M/F/Vet/Disability or other characteristic protected under federal, state, or local law``