Financial Services Support

POSITION SUMMARY: Following MCU established policies and procedures, provide fast, accurate service to members in a friendly and professional manner. Perform basic financial services transactions, open new member accounts, fund member loans, satisfy stipulations, respond to branch requests, prepare applications, resolve member issues. Demonstrate knowledge of and cross-sell MCU products and services, as appropriate to the member's needs Provide assistance as required by Financial Service Officers.

All Credit Union positions are subject to audio and/or video surveillance. All computer and voice transmissions are subject to review by management personnel.

All employees have access to confidential information - therefore each employee/each position accepts the responsibility to protect that information by following all Credit Union policies and procedures.

As with all Credit Union positions, excellent attendance and respect for punctuality are essential to fulfilling the responsibilities and expectations of this position.

SPECIFIC RESPONSIBILITIES:

1. Effectively sell credit union products and services to meet members’ needs.

2. If in the branch - Greet all visitors/members with a smile, introduce yourself and either assist them with their need or direct them to the appropriate person. Call them by name whenever possible.

3. Monitor and pace member flow to minimize wait and ensure a high level of service.

4. Provide friendly and accurate service in a quick and professional manner to ensure service standards are met.

5. Demonstrate knowledge of MCU products, services and automated systems by efficiently answering questions, processing routine transactions accurately, educating members about MCU products and services. (Be able to communicate all product information contained in Product Knowledge Handbook.)

6. Use MCU lending and business systems to review applications, verify stipulations for acceptability, fund loans according to procedure to prevent unnecessary risk to MCU.

7. Provide assistance to Financial Service Officers.

8. Follow security precautions and procedures.

9. Take all on-line and class-room training as provided by MCU to know and understand all rules, regulations, and procedures as stipulated by the federal government’s Bank Secrecy Act and the Anti-Laundering Money Act (BSA/ALM) the USA Patriot Act, Privacy Act and Understanding OFAC and pass exams on an annual basis.

10. Comply with all regulations of BSA/ALM, USA Patriot Act and OFAC. Monitor and report suspicious activity to the BSA Officer.

11. Actively promoting a culture of positivity, member value, and institution growth through every impression or interaction with personnel, membership, and vendor relationships.

12. Other related duties as assigned.

MINIMUM JOB SPECIFICATIONS

EDUCATION: Good reading, writing, math.

EXPERIENCE: Teller/operations experience in a full service financial institution, preferred

SKILLS & PERSONAL CHARACTERISTICS: Excellent oral communication skills; professional appearance, language and behavior; enthusiasm and positive attitude; personal confidence; ability to cross‑sell; accurate; responsible, mature, dependable; sincere desire to help people; must be a team player.

CONTACTS: Constant member contact in person, and on the phone; regular contact with other staff.

SUPERVISION: Direction, guidance, and coaching from Consumer Lending Manager or designated lead as directed by the Consumer Lending Manager.

MONETARY IMPACT: Errors are usually discovered in succeeding operations and are

normally confined to a single group or phase of credit union activities.

Job Type: Full-time

Pay: $23.75 - $32.12 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $24 - $32