Benefits/Perks

401(k)

401(k) matching

Health Insurance

Dental Insurance

Paid time off

Job Summary

Seeking a friendly, enthusiastic, service-minded team member to assist credit union members with their financial transactions over the counter, by telephone, and via mail. The successful candidate will have cash handling, 10-key, and MS Office Suite experience; and be eager to learn to advance.

Responsibilities

Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.

Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.

Reply to emails or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.

Reply to members’ requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance.

Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.

Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.

Promote credit union products and services based on members’ needs.

Process member mail transactions.

Mail receipts and checks to members as indicated by policy and procedure.

Provide information on investment alternatives to members wishing to deposit funds with the credit union.

Research accounts for deposit, withdrawal, and loan-payment discrepancies.

Assist members in balancing their accounts.

Assist members with the proper completion of payroll deduction and direct deposit cards.

Assist members in opening individual retirement accounts.

Other duties as assigned

Qualifications

Cash Handling: 3 years (Preferred)

Financial Services: 3 years (Preferred)

Customer Service: 3 years (Required)

Deep understanding of personal banking regulations

Familiarity with Microsoft Excel, databases, and loan processing and banking software

Strong customer service and communication skills

Ability to perform in a goal-oriented environment

Customer-oriented approach to handling problems