Job Description
Job DescriptionDescription:
Position Summary: The basic function of this position is to assist members with financial transactions, to include receiving and paying out cash and other negotiable instruments in accordance with CU procedures, and the Mission, Vision, Values and Pledge to our members.
Principle Accountabilities:
- Balances accurately within set teller balancing standards daily.
- Processes member cash/check transactions in person.
- Meets referral program requirements monthly.
- Uses impact statements and special greetings.
- Must have knowledge of CU products and services and recommend appropriately.
- Turns in referral sheet and balancing reports on time within set time frames.
- Makes member phone calls regularly.
- Maintains security of cash drawer and drawer keys at all times.
- Abides by drawer limits every day.
- Processes mail transactions.
- Promotes and protects the interests of the credit union at all times.
- Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
- Performs other duties as assigned.
- Supervises mortgage loan processor, coaching them personally in the efficient and effective performance of duties.
Qualifications:
- Minimum of six months of customer service and cash handling experience, preferably in a financial institution
- Minimum of six months of sales or cross-selling experience over the phone or in person
- Knowledge of computers and some experience using word and excel
- Experience working independently as well as in a team setting
Requirements: