Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and checking account problems. Answers members’ questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned side jobs including various clerical and receptionist functions, and assists other Member Service Representatives with duties as required. Serves members promptly and professionally.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the efficient, effective, and accurate performance of teller functions.
2. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
4. Assumes responsibility for related duties as required or assigned.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent. Ability to clearly understand and demonstrate BSA requirements
Required Knowledge: Ability to quickly obtain and demonstrate thorough knowledge of Teller and Member Service operations and procedures, Credit Union operations, and Credit Union philosophy. Knowledge of basic accounting.
Experience Required: A minimum of two years of Member Service or similar experience required. Previous experience as teller/member service in a full-service financial institution preferred.
Skills/Abilities: Excellent communication skills and willingness to assist others.
Supervisory and training abilities.
Professional appearance, dress, and attitude.
Solid math skills.
Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone.
Good typing skills.
Ability to multi-task and meet deadlines.
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