Summary: Individuals in the job are responsible for assisting Tropical Financial Credit Union in the achievement of its purpose of guiding members successfully through the financial marketplace. This position is a high visibility/high member contact position responsible for processing and posting members’ financial transactions, providing account information and cross-selling services and products to meet the member needs.
JOB SPECIFIC INFORMATION
GENERAL RESPONSIBILITIES: This position is responsible for performing all routine teller activates within a branch, performing clerical and / or administrative duties, providing back up to other staff as required and cross-selling credit union products and services. Additionally, this position is responsible for consistently providing the best member experience.
JOB SPECIFIC DUTIES
CUSTOMER SERVICE / SALES:
Cross –sell Credit Union products and services
Provide Courteous, efficient service to all members
Quote checking /saving rates
Process all teller transactions accurately and quickly
Balance and maintain the ATM
Contact members as necessary
Ensure compliance with Credit Union policies and procedures
Ensure compliance with State and Federal regulations
Ensure total data / document integrity
Self-learn / knowledge of Citrix, Word, Excel and outlook
Manage personal workload / workflow
Attend educational / training seminars
Attend regular branch meetings
Maximize office security
Provide telephone coverage as required
Alerts branch management or Security to any suspicious activity regarding transactions including forgery, theft, fraud, kiting, members who appear to be avoiding a CTR (cash transaction reporting). Effectively views and profiles all members’ accounts. Must review all account memos. BSA Compliance: every employee is required to uphold the credit union’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Departments.
Ensure ongoing individual compliance with all regulatory requirements established in the SAFE Act, if required.
Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending and Credit Card Act.
Comply with all TFCU policies and procedures to ensure compliance with such regulations.
Performs related duties as required with or without accommodation.
Loan/credit card payments
Posting to F&T code
Cashier checks/Money Orders
Complete daily balancing procedures
REQUIRED EDUCATION, TRAINING AND EXPERIENCE: High school education or equivalent preferred, 1 years relevant Teller experience or 3 years’ experience in cash handling and customer service experience, proven organizational skills, ability to analyze financial data, motivator and team player, knowledge of Credit Union products and services, working knowledge of computers, strong clerical skills.
WORKING ENVIROMENT AND REQUIREMENTS
PHYSICAL REQUIREMENT: Verbal phone ability, hearing, sitting at desk, standing at teller counter
MENTAL REQUIREMENTS: Understanding verbal and written communication, grammar, computers
TOOLS AND EQUIPEMENT USED: Computer, printer, fax, telephone, copier
Normal Credit Union Office Environment
All of the above duties are subject to reasonable accommodation. The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Incumbents may be required to perform job-related tasks, duties, and /or responsibilities other than those specifically presented in this description.
Tropical Financial Credit Union - 2 years ago
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