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About the Role
To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.
Responsibilities
- Receives and processes members’ financial transactions, including deposits, withdrawals and loan payments.
- Sells money orders and travelers’ checks to members.
- Transfers amounts from member accounts as directed.
- Balances cash drawer and daily transactions.
- Post transactions to member accounts and maintain member records.
- Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.
- Cross-train as Call Center Representative - assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor.
- Cross-sells Credit Union services.
- Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
- Performs other job related duties as assigned.
Requirements
- Bilingual - Spanish & English speaking required
- Ability to organize and prioritize work and meet deadlines.
- Strong verbal, written, and public speaking skills and interpersonal skills.
- Knowledge of regulations within the credit union industry.
- Ten key calculator and computer keyboard by touch.
- Must be good with detail to deal with numbers and names.
- Regularly required to sit.
- Frequently required to use hands to finger, handle, or feel objects, tools, or controls.
- Occasionally required to stand, walk, and talk or hear.
- Occasionally lift and/or move up to 30 lbs.
- Specific vision abilities required by this job include close vision and the ability to adjust focus.
Skills
- Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job.
- Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
- Strong verbal, written, and public speaking skills and interpersonal skills.
- Knowledge of regulations within the credit union industry.
- Ten key calculator and computer keyboard by touch.
- Detail-oriented with numbers and names.
Work Type
- Monday - Friday 8:30am - 5pm
- Saturday 9am - 1pm (Rotating Schedule for Saturday Shift)
Experience Level
- Up to six month of similar or related experience.
Education Level
- A high school education or GED.