To assist members with their financial transactions, and performing a variety of routine member transactions.

Essential Functions & Responsibilities:

• Receives and processes member financial transactions, including deposits, withdrawals, cash checks and loan payments; sells money orders and corporate checks to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions.
• Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
• Identifies cross-sell opportunities and cross-sell products/services to member; meets set goals.
• Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Other duties as assigned.

Performance Measurements:

• To provide friendly, professional, personal service to all members.
• To balance drawer on a daily basis and maintain over/shorts to be less than $100 gross in a year.
• To maintain a dependable record of attendance and timeliness.
• To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
• Examine checks for endorsement and negotiability.
• Open communication with members and identify possible fraudulent or suspicious transactions; take appropriate action and file SAR referral as needed/deemed appropriate.
• Maintain compliance with all set policies, procedures and regulations.
• Adhere to the Service Standards and Employee Expectations set forth by the Credit Union.