What we offer

• Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP
• 401(k) and Roth plan with a competitive employer match
• Robust Wellness Program
• Employee Recognition Program
• Fun, food, and events

Position Summary

This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth.

Essential Responsibilities and Accountabilities

Member Service

• Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines.
• Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities.
• Provides account servicing and maintenance.
• Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution.

Branch Operations

• Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security.
• Contributes to daily operations of a branch and end of day branch balancing.
• Assists in the daily procedural balancing of Automated Teller Machines (ATMs).

Member Growth

• Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s).
• Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services.
• Ensures members are aware of all channels through education and in branch demonstration.
• Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team.

Key Behavioral Competencies

Initiative

Individuals effective at this competency are able to take effective action without being directed. When they see a need or are given a goal, they take full ownership and act on it without waiting for someone to tell them what to do or how. They seek out guidance when needed so they are able to achieve goals. They make things happen.

Learning Agility

Individuals effective at this competency are curious and are constantly seeking the “why” behind everything. They enjoy obtaining new information and seek it out. They can effectively apply new knowledge and inspire others to do the same.

Team Player

Individuals effective at this competency identify with the larger organizational team and their role within it. They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others’ roles and responsibilities and support all members of the organization.

Dependability & Reliability

Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. They are able to be trusted to be on-time, prepared, and will make decisions that are aligned with the organization’s purpose, values and goals. They communicate when they cannot meet commitments and make plans to cover any commitments they are missing.

Active Listening

Individuals who are effective with this competency will be fully present and give undivided attention when someone is speaking. They will give cues both verbally and non-verbally indicating they are engaged in what someone is saying. When the speaker is finished speaking, they paraphrase to confirm understanding of what was being communicated.

Knowledge and Skills

• High School diploma or equivalent.
• At least six months cash handling and customer service experience.
• Good oral communication skills.
• Ability to operate standard office equipment (i.e. computer, telephone, calculator).
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to use basic math skills and spell accurately up to a high school graduate level.

ADA Requirements

Physical Requirements

• Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. on occasion.
• Must be capable of climbing / descending stairs in emergency.
• Must be able to stand for long periods of time.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day.
• Must be able to work additional hours whenever required or requested by management.
• Must be capable of regular, reliable, and timely attendance.