Job Description

Role:

Performs transactional duties to serve members by accurately receiving or paying out funds. Maintains accurate transactional records, providing basic cash receipt and payment services per credit union policies and procedures.

Essential Functions & Responsibilities:

Receives and processes member financial transactions, including deposits, withdrawals, wire, and loan payments; sells money orders and cashier's checks to members; makes transfers from member accounts as directed. Balances cash drawer and daily transactions. Reviews member documents and processes to ensure compliance with federal regulations, organizational policies, and procedures. Responsible for providing a quality member service experience. Provides routine information concerning services; directs members to appropriate departments for specific information and services. Verifies and posts transactions to member accounts and maintains member and credit union records. Identifies opportunities to cross-sell products or services to members. Performs various miscellaneous tasks, including filing, copying, data input, and answering the phone. Opens and closes the Member Center. Performs other job-related duties as assigned.

Knowledge & Skills:

.

Experience

: One month to twelve months of similar or related experience.

Education:

A high school education or GED is required.

Interpersonal Skills

: Effective communication with contacts inside and outside the organization is essential. Fostering relationships with other entities (companies and individuals) is necessary and often requires the ability to influence and sell ideas or services to members or others. The role requires a significant level of emotional intelligence. Other Skills: General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate check scanning software, coin counting, and cash counting machines. Maintains confidentiality related to credit union operations and work-related information.

Physical Requirements:

Frequently stands or sits in a stationary position.


This is not a complete statement of all the position's duties and responsibilities