Essential Duties and Responsibilities:
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Process member transactions on several platforms accurately and efficiently via face-to-face, drive-thru, phone and email. Transactions will include wires and credit card advances.
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Assist members with account maintenance, including account opening; share, certificate and debit/ATM card opening and maintenance; and direct deposit changes, distribution changes, check orders and safe deposit box opening and entry.
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Act as a float teller (working in other branches) as needed.
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Assist members with IRA maintenance, including contributions and distributions.
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Assist members with internet and mobile banking usage.
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Maintain a thorough knowledge of product and service offerings and discover cross-selling opportunities and present those to members and to increase product penetration.
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Perform credit union batch processes and other administrative duties as instructed.
Other duties involving member service may be assigned, and all employees may be subject to work in alternate locations as needed to best meet the needs of our members or to otherwise conduct business efficiently and effectively. Each employee will additionally be assigned training, including annual Bank Secrecy Act training, that may include testing. Employees will be required to earn a passing grade, as set by the vendor or AFCU. All employees will be required to actively participate in credit union advocacy efforts and are encouraged to contribute to credit union trade advocacy funds, such as CUPAC/CULAC.
Skills and Qualifications Required:
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High school diploma. Previous teller or member service experience in a financial institution required. Testing may be required for promotion or hiring into this position description.
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Ability to use basic functions of Microsoft Word and Excel. Ability to use Adobe or other like software to complete and view fillable documents.
- Ability to read, analyze and interpret general business periodicals, professional journals and technical procedures. Ability to organize thoughts in written and/ or oral form in a professional and grammatically correct manner, so that the recipient may easily understand the contents.
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Ability to calculate interest earned per term on Certificates of Deposit and per day on loans. Ability to calculate minor calculations such as adding, subtracting, multiplying, dividing and figuring percentages.
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Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
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Ability to lift up to 20 pounds. Ability to sit or stand for extended periods and to walk to other locations in building as necessary to complete work. Ability to push heavy doors as necessary to gain access to areas needing entry to complete work. Ability to stoop, kneel and crouch to complete other tasks as necessary.
