Job Description
SUMMARY: Interacts with credit union members to accurately conduct all credit and debit transactions in compliance with established credit union policies and procedures.
ESSENTIAL FUNCTIONS:
Greets members with a smile in a friendly, courteous and professional manner
Develops and maintains account relationships, provide solutions, and resolve member problems through quality service and product knowledge while maximizing cross-selling opportunities
Performs routine member transactions, including, but not limited to deposits, withdrawals, cash advances, cashier’s checks, redeem savings bonds, loan payments, transfers and check cashing on credit union data processing system
Processes information pertaining to members’ accounts and routes to proper department for processing
Provides in person, by telephone or mail such explanation as member authorizes concerning their account
Educates member on value added products and services and employs related cross-selling/service standards
Processes and prints Instant-issue debit cards at member’s request
Assists members in opening sub accounts
Conducts daily opening and closing of terminal; accounting for assigned cash; balancing to terminal close report; remitting daily work to supervisor, and other support activities
Adheres to all policies and procedures
Other duties as may be assigned
SECONDARY FUNCTIONS:
Places cash order for Service Center on a weekly basis
Assists in performing end of night job duties and check scanning
Works Saturdays in the Gurnee Service Center on a rotating basis
Fulfills Receptionist duties at the Gurnee Service Center, as needed
Works as ITM MSR, as needed
QUALIFICATIONS:
Education Required: High School Diploma or equivalent (GED)
Experience Required: One (1) year of cash handling and customer service experience
Experience Preferred: Two (2) years of cash handling and customer service experience
Knowledge, Skills and Abilities (KSAs):
Mathematical skills
Organizational skills
Ability to count cash accurately
Ability to perform job functions independently
Ability to work as part of a team
Ability to verbally communicate effectively with internal and/or external members
Ability to use computers and job-specific technology/software efficiently
Maintains confidentiality
Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements
TRAVEL: Up to 10% local travel to assist with service center coverage