Careers

ESSENTIAL FUNCTIONS

• Greet and welcome members 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.
• May reply to email 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.
• 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 member’s needs.
• Process member mail transactions.
• Mail receipts and checks to members as indicated by policy and procedure.
• 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 with mail and night deposit transactions as needed.
• Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by MSRs.  Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the MSR area, including robbery procedures.
• Promote, explain, and cross-sell other credit union services such as consumer loans, IRAs, certificates, debit, credit and gift cards, on-line, mobile and telephone banking and money orders.
• Place holds on accounts for uncollected funds.
• Count, check, and package coins and currency.
• Ensure that the MSR workstation area is clean, clutter free and properly stocked with forms, supplies, brochures, etc.
• Assist with balancing and loading TCD and or TCR.
• All other duties and responsibilities as assigned.
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SKILLS AND ABILITIES

Education

• High school diploma or equivalent (GED)

   

Required Skills / Experience

• Possess a minimum of 1 year of cash handling experience

• Desire to work with the public in a fast-paced environment
• Possess numerical aptitude and intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing
• Possess problem solving and decision-making skills to handle member concerns
• Possess common courtesy and communication skills where limited interpretation of information is required
• Possess basic proficiency in Windows based programs

Preferred Skills/Experience

• Prior teller experience

• Possess previous working experience with cash management and/or accounting

WORKING CONDITIONS

Physical Demands

• Possess the ability to stand for up to eight hours per working day.
• Possess the ability to work a flexible schedule to include occasional after hours as necessary.
• Be able to lift minimum of 50 lbs. and move coin bags on a regular basis.

   

Use of Senses

• Communicating via telephone and in person on frequent basis.
• Viewing a computer terminal for an extended period while producing documents and conducting research.
• Listening proactively and responding appropriately.

   

Mental Demands

• Extended periods of concentration

• Analysis and interpretation of complicated information

• Multiple tasks requiring prioritization of work

• Attention to detail

   

CORE VALUES

• Excellence

• Honesty, character, and integrity

• Dignity, respect, and kindness

• Caring and compassion

• Productivity and efficiency

• Ownership

SERVICE STANDARDS

• Stand
• Smile
• Establish eye contact
• Shake hands
• Use the member’s name
• Ask- How may I help you?
• Listen carefully and summarize the member needs
• Organize the transaction sequentially and stay focused
• Identify additional needs and cross sell services
• Ask if there is anything else you may be of help with
• Thank the member for their business
• Close with “have a nice day”

Job descriptions are not intended, and should not be constructed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job.  They are intended to be accurate reflections of those principal job elements essential for making decisions pertaining to compensation.