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About the Role

We are currently recruiting for a part-time Member Account Specialist in our Fishkill branch location.

Responsibilities

Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments.
Receiving checks and cash for deposit to accounts, verifying amounts, examining checks for proper endorsement and follows fraud prevention procedures and funds availability.
Performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act.
Assisting with counting cash shipments, end of night balancing, opening and closing procedures.
Performing first line maintenance of equipment (ITM, ATM, TCR) as well as reconciliation and settlement of equipment.
Performing vault cash buy/sell as required.
Assisting with daily vault and branch reconciliation.
Assisting members with routine Member Service needs, including Home Banking and Bill Pay needs, issuing Instant Issue debit cards, adding cards, resetting PIN tries, and performing research on Quick Assist or similar program.
Printing images of member checks, statements, and starter checks.
Performing member contact information updates and opening secondary savings accounts for existing members.
Opening/Closing Safe Deposit Box agreements.
Promoting, explaining, and cross selling all credit union products and services.
Maintaining daily teller referral tracking and submits to management.
Meeting or exceeding established individual teller referral and sales goals.
Maintaining an up-to-date and comprehensive knowledge on all credit union products and services.
Performing member relationship calls as directed by the Branch Manager.
Assisting in the training and development of newly hired teller staff.
Organizing workstation to maximize efficiency and maintain a professional appearance.
Greeting and welcoming members to the credit union in a courteous, professional and timely manner.
Providing prompt, accurate and efficient member transactions.
Ensuring member requests and questions are promptly resolved.
Receiving and processing account information as needed.
Maintaining privacy of member account information.
Performing daily cash settlement without differences in cash and checks.
Maintaining balancing record of 90% or better and cash box limits as outlined in the Security Standards.
Securing money in cash drawer and recyclers/dispensers at all times.

Requirements

Displaying a thorough knowledge of the job and rarely needing to ask questions.
Staying abreast of current trends affecting the financial services industry.
Having an overall knowledge of the credit union, its policies and procedures.
Continually expanding knowledge and developing skills.
Assisting others in the office with daily operations, procedures, opening/closing in the absence of the branch manager.
Scoring 85% or higher on product knowledge assessments.
Maintaining member service as a top priority.
Treating members and other employees professionally with courtesy and respect.
Upholding MHV Service Standards.
Supporting organizational plans, initiatives and direction.
Maintaining an acceptable attendance/punctuality record.
Demonstrating adaptability and flexibility, as it pertains to work schedules in order to support the current business needs.
Being a team player.
Maintaining confidentiality.
Promoting integrity.
Supporting the corporate mission.
Maintaining a professional work environment and business-like appearance.
Providing informed, prompt, accurate service and supporting to all members and associates.
Answering the telephone within two rings and responding to messages or correspondence within 24 hours.
Carrying out assigned duties and responsibilities with minimal errors according to established department standards.
Meeting or exceeding established individual sales goals.
Assisting in meeting the overall branch and organizational goals.
Demonstrating sound judgment when making decisions.
Maintaining established cash limits, as well as PTs, ATMs, TCDs and Recyclers as assigned.
Maintaining accurate reporting with regard to consignment items and CTRs.
Compiling with all credit union policies and procedures, as well as federal regulations.
Candidates must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs.
Must be capable of climbing / descending stairs in an emergency situation.
A normal range of vision and hearing abilities required.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular, reliable and timely attendance.
Candidates must be able to perform job functions independently or with limited supervision.
Work effectively either on own or as part of a team.
Being able to read and carry out various written instructions and follow oral instructions.
Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
Speak clearly and deliver information in a logical and understandable sequence.
Candidates must be capable 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.
Being able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace is crucial to this role.
Being able to effectively handle multiple, simultaneous, and changing priorities.
Being capable of exercising 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

Fishkill

Work Type

part-time
Onsite

Experience Level

One year to three years of similar or related experience

Education Level

High school education or GED

About the Company

Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion.
Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential.
Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available.

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.