Assist customers with a wide variety of services and advise as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service. Helps build positive member relations by providing prompt, efficient, accurate, courteous and personalized service to members.
Major Duties and Responsibilities
Performs necessary member transactions received via in person, mail, night deposit, or ATM including deposits, withdrawals, transfers, loan payments, sale of promotional tickets, and sale of monetary instruments.
Processes member requests for stop payments, redeeming savings bonds, new check orders, address changes, new debit cards, cash advances, opening sub accounts, and closing existing accounts. Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist customers with checkbooks, process credit card/loan applications for customer, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
Performs department related tasks including scanning and balancing checks received, balancing and settlement of money orders, opening and balancing/closing of cash dispensers, and balancing of ATM/ITM’s. Accurately balances assigned cash drawer and maintains acceptable cash levels.
Set up auto transfers and sign up customers for ACH transfers and wires.
Educates members on credit union products and services. Meet assigned referral and sales goals.
Completes all other tasks, assignments or functions as assigned and/or required.
Promotes a positive relationship between the members (internal and external) and the Credit Union and understands that service delivery to members is the number one priority of the Credit Union.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge & Skills
A minimum of one year up to three years of similar or related experience
A high school degree or equivalent