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About the Role

Contribute to the success of the credit union by providing superior service and assisting members with financial transactions. Expand member relationships by identifying and meeting their needs through cross-selling products and services. Complete accurate transactions in accordance with credit union policy, regulatory compliance, and the Bank Secrecy Act. This role includes Saturdays and rotating shifts during the week.

Responsibilities

Process member transactions including deposits, withdrawals, loan payments, cashing checks, and purchasing monetary instruments.
Receive checks and cash for deposit, verify amounts, examine checks for proper endorsement, and follow fraud prevention procedures and funds availability.
Perform transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act.
Assist with counting cash shipments, end-of-night balancing, opening and closing procedures.
Perform first-line maintenance of equipment (ITM, ATM, TCR) and reconciliation/settlement.
Perform vault cash buy/sell as required and assist with daily vault and branch reconciliation.
Assist members with routine Member Service needs, including Home Banking and Bill Pay, password resets, account unlocks, issuing Instant Issue debit cards, adding cards, resetting PIN tries, and performing Quick Assist research.
Print images of member checks, statements, and starter checks.
Perform member contact information updates (address, phone, email).
Open secondary savings accounts for existing members and open/close Safe Deposit Box agreements.
Promote, explain, and cross-sell all 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 up-to-date and comprehensive knowledge of all 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.
Greet and welcome members courteously, professionally, and promptly.
Provide prompt, accurate, and efficient member transactions.
Ensure member requests and questions are promptly resolved.
Receive and process account information as needed.
Maintain privacy of member account information.
Perform daily cash settlement without differences in cash and checks.
Maintain a balancing record of 90% or better.
Maintain cash box limits as outlined in the 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 limited physical exertion and 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 and 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.
Understanding of 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 of 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

Time management skills
Ability to manage multiple workloads with successful results
Ability to work independently
Organizational skills
Excellent verbal and written communication skills
Listening skills
Problem analysis
Problem resolution
Above average interpersonal skills
Strong computer skills (i.e., Microsoft Office)

Location

Woodstock Branch

Work Type

Full-time

Experience Level

1-3 years

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 an Equal Opportunity Employer.

Equal Opportunity

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.