Float Teller/Member Service Representative at MTC Federal Credit Union – Greenville, South Carolina

Role:

Assists members with financial transactions, to include receiving and paying out cash and other negotiable instruments.

Essential Functions & Responsibilities:

• Receives and processes customer financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers’ checks to members; transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Verifies and posts transactions to member accounts and maintains member and Credit Union records.
• Greets members and provides routine information concerning services, and directs members to appropriate departments for specific information and service.
• Cross-sells Credit Union products and services.
• Performs a variety of miscellaneous tasks including filing, copying, data input, and answering the telephone.
• Performs other job related duties as assigned.

Performance Measurements:

• Provide friendly, professional, personal, and confidential service to all members and associates.
• Balance cash drawer daily, with no more than $X off and with total offages not to exceed $X in a X month period in accordance with Credit Union policies and procedures.
• Accurately post transactions, having fewer than X unresolved posting errors in a X day period.
• Troubleshoot and resolve member and internal inquiries in a timely, friendly, and accurate manner.
• Proactively seek opportunities to identify appropriate products and services for the greater benefit of the member.
• Maintain a dependable record of attendance and timeliness.
• Maintain a professional work environment and businesslike appearance.

Knowledge and Skills:

Experience

Six months to two years of similar or related experience.

Education

A high school education or GED.