Job Summary:

Assists members with their financial needs; performs a variety of duties in the branch in support of the branch operations.

* *

Essential Functions and Responsibilities:

• Receives and processes member financial transactions, including deposits, withdrawals, transfers, and loan payments
• Posts transactions, adjustments, and corrections to member accounts and maintains member records
• Sells items such as money orders, cashiers checks, travelers checks, gift cards, and savings bonds
• Orders member checks
• Answers questions on ATM, Debit, and Credit cards
• Organizes and stores all branch receipts and documents
• Applies stop pays as needed
• Balances cash drawer and daily transactions
• Meets referral goals by cross-selling credit union products and services that would benefit the member
• Provides routine information to members concerning products and services
• Refers members to appropriate department for specific information and service
• Assists members with opening and closing accounts
• Answers questions about products and services and resolves member problems
• Performs a variety of miscellaneous tasks including scanning checks, typing, filing, computer input and answering telephone
• Performs other duties as assigned

* *

Job Requirements:

• A high school diploma or GED.
• Up to six months of similar or related experience, six months cash handling experience preferred.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.

• Able to operate a 10-key calculator, typewriter, and computer keyboard by touch. Must have strong multi-tasking ability and communication skills. Must have good attention to detail.

   

Physical Requirements/Work Environment: May lift up to 25 lbs taking marketing materials to events; Office work; may need to sit for long periods of time in front of a computer.