Primary Summary:

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 credit union associates assuring a positive experience and minimizing wait time.

Essential Functions/Position Responsibilities:

• Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Issue money orders or official checks, receive currency for coin and verify amounts, cash checks according to written procedures. Verbally confirm intended transactions with member to ensure needs are met and errors are minimal.
• Balance cash drawer daily to ensure accuracy in transactions and notify supervisor regarding any outages. Appropriately apply all policies.
• Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
• Address inquiries on accounts, record amounts and dates of payments and other significant information, check member calculations and validate checks, cash or electronic transactions.
• Assist other departments and branches with transactions as needed; provide support for the department and branch managers in fulfilling member requests.
• Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward members and co-workers.
• Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Experience

Six months to two years of similar or related experience, including time spent in preparatory positions. Bilingual highly preferred.

Education/Certifications/Licenses

A high school degree or GED is required.

Interpersonal Skills

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature are a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.