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Title

Teller - New Accounts Representative, Application Close Date: August 22, 2014 

Ministry Team The Cornerstone Fund  
Reports To Investment Supervisor  
FLSA Status Non-Exempt  
Salary Grade 4  
Full-Time/Part-Time Full-Time  
Category Cornerstone Fund UCC  
Starting Salary  
Description

PRIMARY RESPONSIBILITIES

  • Maintain Investor relationships;
  • Open investor accounts (account codes and account numbers);
  • Process investments - Demand Notes

Term Investment Notes

IRA Accounts

  • Mail Demand/Term Notes and cash receipts to investors;
  • Responsible for End-of-Day balancing procedures (FiServ System);
  • Mail investment statements as scheduled;
  • Assist in monitoring term note maturities for investor notification;
  • Maintain investor signature cards/applications;
  • Maintain Cornerstone Funds copies of Demand Notes & Term Notes for both active & closed accounts;
  • Answer investor inquiries about their Demand and Term Note Accounts;
  • Interpret statements for investors;
  • Open and log daily mail (dual control - must be done with one other person)
  • Maintain daily log of investment activity;

SECONDARY RESPONSIBILITIES

  • Assist in preparing for Cornerstone Fund Board of Directors and Committee meetings;
  • Assist in preparation of monthly, semi-annual and annual investment reports.
  • Perform other duties as assigned.

 
Position Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Excellent written and verbal communication skills;
  • Experience in bank teller operations or new account processing preferred (knowledge of FiServ Computer Applications desirable);
  • Outstanding customer service skills;
  • Must be detailed oriented and have knowledge of general office procedures;
  • Excellent keyboarding/typing skills;
  • Ability to work well under pressure and meet critical deadlines;
  • Proficient in Microsoft Word and Excel;
  • Self-starter with the ability to prioritize work;
  • Demonstrated ability to work as part of a team as well as independently;
  • Basic understanding and knowledge of the UCC; and
  • High school graduate or equivalent with some college preferred.

  • This job description is not intended to be a complete list of all duties and responsibilities required for the position and are subject to review and change at any time in accordance with the needs of the ministry. Since no job description can detail all duties and responsibilities that may be required from time to time in the performance of a position, duties and responsibilities that may be inherent in a position shall also be considered part of the position holder's responsibility.

    It is expected that the persons who holds this position will conduct themselves in a manner consistent with the policies of the Cornerstone Fund and in a manner that will reflect positively on the organization. All staff are encouraged to nurture safety within the work performed on behalf of the Cornerstone Fund by being attentive to self-care, education, maintaining appropriate boundaries, and the importance of referring those in need to supportive and helpful resources.

    The United Church of Christ Cornerstone Fund is a Multicultural, Multiracial, Open and Affirming, Accessible to All, Equal Opportunity Employer.

     
    Comprehensive Benefits Package Employer Paid Major Medical Benefits Included  
    Application Deadline August 22, 2014  
    About the Organization The United Church of Christ

    Our faith is 2000 years. Our thinking is not.

    We believe in God's Continuing Testament.
    We believe in Extravagant Welcome
    We believe the church's mission is to Change Lives

     

    This position is currently not accepting applications.

    To search for an open position, please go to http://ucc.appone.com



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