Position is responsible for providing high quality, efficient and friendly services to the members on the front line. Cross-sell products and services to members to meet individual goals and Balance Scorecard measurement to benefit member’s financial needs. Assist Branch team as requested.
Process daily transactions for members to include, but not limited to: deposits; withdrawals; loan payments; transfers and other as needed.
Count cash shipments.
Prepare coin shipments.
Audit and balance teller drawers, money order accounts, vault cash, cashier’s checks, G/Ls, and inventories.
Open and close basic member accounts.
Issue cashier’s checks, money orders, gift cards, temporary checks, and Cedar point tickets.
Process loan payments for members.
Process member service requests including PIN changes, fee explanations, account history, debit card ordering, check ordering, change of addresses, name changes, and e-statement requests.
Process night deposits, ATM deposits, and mail deposits.
Prepare drawers and balance them at the end the shift.
Attend sales/service meetings.
Complete online BAI training courses as necessary.
Open and closing the branch according to proper branch procedures.
Answer phone calls and emails from the members.
Restock marketing materials, forms, pamphlets and new membership packets.
Write yearly self-assessment.
Perform other duties and/or responsibilities as needed.
High School Diploma/GED required.
Six (6) months experience working in retail/operations area.
Proficient in Microsoft Word.
Proven ability to enhance a strong member/customer service culture.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Able to hear average or normal conversations and receive ordinary information.
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
Sedentary work; sitting most of the time.
Lake Trust Credit Union - 9 months ago