Job Summary: Assists members with their financial needs; performs a variety of duties in the branch in support of the branch operations. Essential Functions and Responsibilities: - Greets every Member who enters the branch and focuses on creating a welcoming environment and personalized experience for Members.
- Receives and processes member financial transactions, including deposits, withdrawals, transfers, and loan payments.
- Posts transactions, adjustments, and corrections to member accounts and maintains member records.
- Sells items such as money orders, cashier's checks, travelers checks, gift cards.
- Orders member checks.
- Answers questions on ATM, Debit, and Credit cards.
- Organizes and stores all branch receipts and documents.
- Applies stop payments as needed.
- Balances cash drawer and daily transactions.
- Meets referral goals by cross-selling credit union products and services that would benefit the member.
- Provides routine information to members concerning products and services.
- Refers members to appropriate department for specific information and service.
- Answers questions about products and services and resolves member problems.
- Performs a variety of miscellaneous tasks including scanning checks, typing, filing, computer input and answering telephone.
- Performs other duties as assigned.
- This job description is subject to change at any time.
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