Role: Assists members and potential members with their Credit Union needs; explains services, sets up new sub savings accounts, troubleshoots problems, and directs members to the appropriate staff.
Essential Functions & Responsibilities: - Receives and processes member financial transactions, including check cashing, deposits, withdrawals, transfers, loan and credit card payments, cash advances and line-of-credit advances. Sells money orders, cashier checks, and stamps. Balances cash drawer and makes settlement of daily activity.
- Assists members with opening sub savings accounts; assists members with home banking resets, ordering checks; answers questions about products and services and resolves member problems; refers problems that are beyond their authority to direct supervisor and/or branch manager.
- Identifies appropriate member service and lending cross-sell opportunities; cross-sells Credit Union products and services to the members.
- Maintains member account information on computer system.
- Performs a variety of miscellaneous duties including typing, copying, scanning, computer input and answering the telephone.
- Performs other related duties as assigned.
Performance Measurements: - To provide accurate, courteous, friendly, timely and professional service to all members.
- To assist members waiting in the lobby/drive-up within five minutes.
- To serve an average of 80 Members per day either in person or by phone; answer the phone within three rings.
- To sell a minimum of 20 new retail products or loan referrals per month.
- To process member transactions with zero errors.
- To maintain a professional work environment and businesslike appearance.
- To maintain an overall attendance record of not more than 7 unscheduled late and/or unscheduled absences.
Knowledge and Skills: Experience: One month to twelve months of similar or related experience (preferred).
Education: A high school education or GED.
Interpersonal: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Good oral and written communications skills. Intermediate computer skills in Windows and Microsoft Office. Able to operate a 10-key calculator, typewriter and possess intermediate keyboarding skills. Able to navigate Internet sufficiently to use 3rd party vendor programs.
Physical Requirements:
- Standing at a work station for long periods of time.
- Working for extended periods of time as necessary to accomplish objective, goals and projects.
- Repetitive motion. Substantial movements (motions) of the wrist, hands and/or fingers.
- Reading documents and procedures necessary to the daily performance of essential functions.
- Operating standard office equipment, including a personal computer, telephone and photocopier.
- Occasionally lifting boxes or equipment weighing up to 50 lbs.
- Driving personal vehicle and traveling for moderate periods of time.