Pleasanton, CA30+ days ago
Under general supervision, the RS I performs a wide variety of duties relating to handling member transactions including but not limited to; receiving and disbursing funds, posting deposits and loan / VISA payments, making account transfers, issuing money orders, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening savings, checking, money market and certificate of deposit accounts (excluding trust and IRA accounts). The value the RS I position adds to the organization is it allows for in-person, personalized service and provides opportunities to conduct needs-based sales using referrals for other Credit Union products and services that support various production goals.