Job Description
Job Description
Job Title: Clerk
Work Location: Sugarland, TX (77478)
Duration: 6+ Months contract
Job Description:
Serve as a liaison between the member and the credit union. Provides account information, opens new accounts, and handles member’s daily credit union needs. This position requires the candidate to be service-oriented, detail-oriented, self-motivated, able to work with minimal supervision and be able to perform a variety of tasks in accordance with credit union procedures. Maintaining all member information in a secure manner is a must.
Job Responsibilities:
- Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
- Respond to member requests, concerns, and questions as they are presented i.e. email, phone calls, walk-ins, member relationship software, call center tickets, etc. in a professional and timely manner.
- Assist members with their plastic card related issues including mailing cards, if necessary.
- Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
- Promote credit union products and services based on member’s needs.
- Perform account maintenance on member accounts when requested, with proper documentation/authorization.
- May perform the following teller duties, as a Backup Teller: receive checks and cash for deposit, verifies amount, and examines checks for endorsements. This includes loan payments and processing credit card payments. Cashes checks and pays out money after verification of signatures and member balances. Places hold on accounts for uncollected funds in accordance with policies and procedures. Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
- Promote and explain other credit union services as needed.
- Answer telephones; provide members with information as requested.
- Ensure propriety and confidentiality of members’ information.
- Ensure compliance with policies and procedures, rules and regulations including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Controls.
- Other duties as assigned
Experience:
- Minimum 2 years of customer/member service with a credit union or bank; required
- Previous cash handling experience; required
- Fiserv/DNA core experience, a plus
Knowledge, Skills, and Abilities:
- Perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
- Strong oral and written communication skills; ability to speak and write clearly and effectively
- Capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
- Perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
- Effectively handle multiple, simultaneous, and changing priorities.
- Capable of exercising highest level of discretion on both internal and external confidential matters.