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About the Role

The primary function of this position is to process member transactions efficiently and accurately, building long-term relationships with members one transaction at a time through Member Service Standards. This role partners with Financial Service Representatives to meet the Service Objective, “Putting you first by providing solutions to improve your financial life!” while assisting in educating members about products and services.

Responsibilities

Processes member transactions, including all types of deposits, withdrawals, loan payments and cash advances; verifies cash, endorsements, and documentation.
Balances transactions daily, completes proving reports, and maintains accuracy in cash drawer reconciliation.
Provides high-quality member service by responding to inquiries, researching and resolving issues, and maintaining a courteous, professional presence.
Identifies and reports suspected fraudulent or irregular activity in accordance with credit union policies.
Build and strengthen member relationships by engaging in meaningful conversations, asking insightful questions, recommending appropriate solutions to deepen relationships, and referring potential business to Financial Service Representatives.
Educates members on available self-service resources and promote adoption of all digital banking offerings.
Support branch operations and audits, which may include reconciling ITMs, cash machines, negotiables, Safe Deposit Box access and occasional Front Desk coverage.
Maintains general working knowledge of products and services offered by the credit union and responds to member inquiries in an informed, courteous, and service-driven manner.
Adheres to the credit union’s Universal Behavior Policy.
Attends and participates in job-related training, credit union events, and designated community events.
Required to attend or participate in necessary compliance training.
Travels as required.
Performs other duties as assigned.

Requirements

High School or equivalent or prior related experience
Good communication skills
Attention to detail
Computer aptitude
Professional appearance
Ability to work flexible hours

Education Level

High School or equivalent

About the Company

I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by looking for answers until I find them, seeking opportunities to learn from others, appreciating and respecting others views, acknowledging mistakes and learning from them, and going out of my way to share my knowledge and experience.
I promise to make it easy for you through consistency, efficiency, and accuracy by doing it right the first time, being thorough and accurate, taking pride and ownership in my work, making and keeping commitments, and continuing to look for better ways to do things and challenging the status quo.
I promise to show care, compassion, and respect toward everyone I interact with by being approachable and accessible to others, creating a pleasant work environment for each other, always asking what more I can do, resolving differences promptly, recognizing the contributions of others, and embracing diversity in the workplace.
I promise to deliver exceptional member service by interacting with a natural and genuine friendliness, being courteous and respectful, creating a welcoming environment, exceeding your expectations, and sharing the moment and finding common ground.