Primary Purpose: Delivers uncommon care (exceptional member service) by
meeting members\' needs through our sales and service culture.
Recommends products and services to help members meet their financial
needs and goals. Performs a variety of tasks including using a computer
to process transactions, resolve member concerns, follow proper
procedures to minimize errors and reduce fraud, and promote the credit
union philosophy of \'people helping people\' and objectives.
Responsibilities: - Greets members personally and by telephone to assist
them in financial transactions and other inquiries. - Receives,
processes, and posts member financial transactions, including deposits,
withdrawals, transfers, and loan payments in an accurate and efficient
manner. Maintains accurate records of all transactions. - Processes cash
orders with management oversight, completes wire transactions, and check
21. - Builds relationships with members and visitors to identify and
cross-sell products and services that would meet their needs and provide
financial benefit. - Responds and resolves members\' requests, problems,
and complaints, and/or directs the member to the proper
person/department for assistance. - Balances cash drawer and daily
transactions. Balances vault and cash dispensers when necessary. -
Performs daily maintenance for the Credit Union\'s ATM program and
orders cash for ATM with management oversight. - Assists management with
certifications, key assignments, and balancing the vault. - Completes
all required training. Follows all security procedures and processes,
including but not limited to, BSA regulations, including completing CTR
and SAR reports when applicable. - All other duties as assigned. Minimum
Requirements: High school diploma (GED equivalent) with previous
experience in a customer service cash handling role. Demonstrated
experience cross-selling products and services a plus. Must be able to
build relationships with members and identify cross-sell opportunities
by staying up to date on product and service offerings. Ability to
multi-task and work as part of a team required. Must be proficient with
computers and capable of learning multiple software programs and
applicable hardware. Equal Opportunity Employer/Veterans/Disabled