Job Details

General Summary

Provide accurate and efficient cash handling and transaction services while delivering an exceptional member experience. Serve as a welcoming and knowledgeable representative of the Credit Union by building positive relationships, assisting members with their financial needs, and creating a professional, friendly, and service-focused environment.

Job Specifications

1. Professional, well-developed interpersonal skills essential to deal courteously and effectively with a diverse group of callers and visitors.

1. Cash handling & Customer Service experience preferred.

1. Experience at a financial institution preferred.

1. Work requires knowledge of a multi-line phone system and use of a computer and its programs.

1. Intermediate mathematical skills required (calculation and concepts involving decimals, percentages, fractions, etc.)

These characteristics are normally acquired through completion of high school.

1. Work required frequent lifting of up to 20 pounds and occasional lifting of up to 35 pounds when carrying boxes and supplies to the stock room. This activity also requires standing, sitting, and occasional bending, squatting, twisting and reaching.

Duties and Responsibilities

• Deliver exceptional member service by identifying financial needs and recommending appropriate credit union products and services.

• Educate members on available financial solutions, including deposit accounts, loans, certificates, IRAs, and other credit union services that support their financial well-being.
• Contribute to branch growth through referrals for loan products, deposit accounts, and additional credit union services.
• Resolve member concerns professionally and efficiently while maintaining a positive member experience.
• Accurately process member transactions, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and other teller transactions.
• Verify member information, signatures, endorsements, balances, and transaction details in accordance with credit union policies and procedures.
• Balance and maintain an accurate cash drawer daily while adhering to all cash handling and balancing standards.
• Detect and prevent fraudulent or suspicious activity by following established security and verification procedures.
• Maintain confidentiality, accountability, and high ethical standards in all member interactions and operational responsibilities.
• Demonstrate professionalism and consistently reflect the credit union's mission, values, and service standards in all internal and external interactions.
• Collaborate with team members to improve branch operations and enhance the overall member experience.
• Continuously develop knowledge of credit union products, services, policies, and procedures to effectively assist members and identify opportunities to meet their financial needs.
• Participate in community outreach, volunteer opportunities, and promotional activities that support the credit union's mission and visibility.
• Provide support to other branch locations as needed and maintain flexibility to work at additional branches when required.