Job Description

Banking Position Perform transactional duties to serve members by receiving or paying out funds with high accuracy. Ensure optimal member experience at all times. Maintain accurate transactional records. Provide cash receipt and payment services in accordance with credit union policies and procedures. Present and explain a basic number of credit union products and services to members. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive manner that supports our FIRST values. Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed. Cash share drafts/checks and process withdrawals; pay out money after verification of identification and member balances. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures. Promote, explain, cross-sell and refer other credit union services such as electronic services, credit and debit cards, gift cards and money orders, investments, mortgages and loans. Receive consumer loan, home loan and other payments, and ensure accuracy when posting to the computer. Generate member receipts. Place holds on accounts for uncollected funds. Count, check and package coin and currency. Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated balance sheet. Research and resolve discrepancies. Report any discrepancies to manager immediately. Check night depository bags and record proper information according to credit union procedures. Scan daily work and perform such other teller functions that might be needed from time to time, assist others to complete tasks and work assignments. Ensure teller station is properly stocked with forms, supplies, brochures, etc. Ensure compliance with all internal controls and established policies and procedures. Complete required training curriculum as identified by management and/or Organizational Development to attain Member Service Representative title within expected time frame. Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Superb member service orientation. Strong numeric ability. Accuracy and attention to detail. Computer proficiency. Stress management/composure. Good listening and communication skills. Honesty and integrity. Teamwork. Supervisory Responsibility This position has no supervisory responsibilities. This job operates in a branch setting. This role routinely uses standard office equipment such as computers, software, phones, photocopiers, recyclers, ATMs, filing cabinets, multi-function machines and video. Physical presence in the branch setting is required. This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary. Ability to work flexible schedule Monday through Friday, 7:45 a.m. to 6:30 p.m. Periodic travel to other FCU locations may be required. Required Education and Experience. High school diploma or equivalent. Customer service experience. Preferred Education and Experience: Previous cash handling experience. Previous experience with a credit union highly desirable. Multi-lingual capabilities to include Spanish are a plus.

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