Job Description

SUMMARY: Provides exemplary service to members by accurately and efficiently handling their financial transactions in person or by phone. To assist members and increase the profitability of their business relationship with the credit union. To meet service and sales goals. “To embody the Credit Union’s core values of Professionalism, Integrity, and Engagement.”

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Inputs member transaction requests for account data changes, cash withdrawals, transfers, check withdrawals, and loan payments.
• Other transaction requests may also include traveler’s checks, savings bonds, and money orders.
• Accurately answers member questions regarding credit union products, services, and general credit union policies in a friendly and courteous manner by phone or in person.
• Consistently balance to computer-generated totals within the required timeframe.
• Follows credit union policies and procedures to protects the credit union from exposure to loss or fraud.
• Meets or exceeds assigned performance standards and goals pertaining to member utilization of credit union products and services.
• Stays informed of credit union products, services, procedures, new developments, and knowledge of the competition and their products.

SECONDARY DUTIES AND RESPONSIBILITIES

• Organizes time and resources to meet deadlines and accomplish all work assignments.
• Demonstrates proficiency and ability of core competencies
• Performs other duties as assigned.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION/EXPERIENCE: High school diploma or general education degree (GED); or three to six months related experience and/or training; or equivalent combination of education and experience.

LANGUAGE ABILITY: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Bilingual in Spanish preferred. 

MATH ABILITY: Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.

REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

COMPUTER SKILLS: 10 Key, Word, Outlook, and Internet. Symitar knowledge a plus.

CERTIFICATES AND LICENSES: No certifications needed.

SUPERVISORY RESPONSIBILITIES: This job has no supervisory responsibilities.

WORK ENVIRONMENT: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Primarily in-door office work with quiet to a moderate noise level.
• Occasional work outside the office.
• Travel requirements - occasional local travel.
• Special schedules - position required to work Saturdays.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.
• The employee is regularly required to talk or hear.
• The employee is regularly required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms.
• The employee is occasionally required to stoop, kneel, crouch, or crawl.