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About the Role

This role involves providing superior service to credit union members, assisting them with financial transactions, and expanding member relationships by identifying and meeting their needs through cross-selling products and services. The position requires accurate transaction processing in compliance with credit union policies and regulatory requirements.

Responsibilities

• Process member transactions including deposits, withdrawals, loan payments, check cashing, and monetary instrument purchases.
• Verify amounts, examine checks for proper endorsement, and follow fraud prevention procedures and funds availability guidelines.
• Perform transactions in accordance with credit union policy, regulatory compliance, and the Bank Secrecy Act.
• Assist with counting cash shipments, end-of-night balancing, and opening/closing procedures.
• Perform first-line maintenance and reconciliation of equipment (ITM, ATM, TCR).
• Perform vault cash buy/sell and assist with daily vault and branch reconciliation.
• Assist members with routine Member Service needs, including Home Banking and Bill Pay support.
• Issue Instant Issue debit cards, manage add cards, reset PIN tries, and perform research using Quick Assist or similar programs.
• Print images of member checks, statements, and starter checks.
• Update member contact information (address, phone, email).
• Open secondary savings accounts for existing members and manage Safe Deposit Box agreements.
• Promote, explain, and cross-sell credit union products and services.
• Maintain daily teller referral tracking and submit to management.
• Meet or exceed established individual teller referral and sales goals.
• Maintain comprehensive knowledge of credit union products and services.
• Perform member relationship calls as directed by the Branch Manager.
• Assist in the training and development of newly hired teller staff.
• Organize workstation to maximize efficiency.
• Maintain a professional appearance and greet members courteously.
• Provide prompt, accurate, and efficient member transactions.
• Ensure member requests and questions are promptly resolved.
• Maintain privacy of member account information.
• Perform daily cash settlement without differences.
• Maintain a balancing record of 90% or better.
• Maintain cash box limits as outlined in Security Standards.
• Secure money in cash drawer and recyclers/dispensers at all times.

Requirements

• One to three years of similar or related experience.
• Ability to bend, sit, and stand for primarily sedentary work with occasional lifting of up to 50 lbs.
• Capability to climb/descend stairs in an emergency situation.
• Normal range of vision and hearing abilities required.
• Ability to operate routine office equipment including computer terminals, keyboards, telephones, copiers, facsimiles, and calculators.
• Ability to routinely perform work on a computer for an average of 6-8 hours per day when necessary.
• Ability to work extended hours or travel off-site whenever required or requested by management.
• Capability of regular, reliable, and timely attendance.
• Ability to perform job functions independently or with limited supervision.
• Ability to work effectively either independently or as part of a team.
• Ability to read and carry out various written instructions and follow oral instructions.
• Ability to complete basic mathematical calculations.
• Ability to spell accurately.
• Ability to understand computer basics.
• Ability to speak clearly and deliver information in a logical and understandable sequence.
• Capability of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization.
• Demonstrate highest levels of customer service and discretion when dealing with the public.
• Ability to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.
• Ability to effectively handle multiple, simultaneous, and changing priorities.
• Capability of exercising the highest level of discretion on both internal and external confidential matters.

Skills

• Strong time management skills
• Ability to manage multiple workloads with successful results
• Organizational skills
• Excellent verbal and written communication skills
• Listening skills
• Problem analysis
• Problem resolution
• Above average interpersonal skills
• Strong computer skills (Microsoft Office)
• Product knowledge assessments (scoring 85% or higher)
• Adaptability and flexibility
• Team player

Location

• Highland Branch

Work Type

• Full-time
• Rotating shifts
• Includes Saturdays

Experience Level

• One to three years of experience

Education Level

• High school education or GED

Benefits

• Medical, Dental and Vision - with no waiting period for coverage
• 401(k) with employer match and non-elective employer contribution
• Paid Vacation, Sick time and Holidays
• Life Insurance
• Short-Term and Long-Term Disability Insurance
• Employee Assistance Program
• Tuition Assistance Program
• Professional Development Programs
• Discounted Loan Rates and Fees

About the Company

• Mid-Hudson Valley Federal Credit Union (MHV) is committed to providing superior service to its members and assisting them with their financial needs.

Equal Opportunity

• Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer.
• It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law.
• Reasonable accommodation is provided in compliance with state and federal law.
• Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.