Role:
To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Essential Functions & Responsibilities:

• Receives and processes customer financial transactions, including deposits, withdrawals and loan payments; sells money orders to members; transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Post transactions to member accounts and maintain member records.
• Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.
• Cross-sells Credit Union services.
• Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Performs other job related duties as assigned.

Performance Measurements:

• Provide friendly, professional, personal service to all customers and associates.
• Balance your drawer daily.
• Accurately post transactions.
• Troubleshoot and resolve customer and internal inquiries in a timely, friendly and accurate manner.
• Proactively seek opportunities to identify appropriate products and services for the betterment of the customer.
• Maintain a dependable record of attendance and timeliness.
• Maintain a professional work environment and businesslike appearance.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Knowledge and Skills:

• Experience One month to twelve months of similar or related experience.
• Education A high school education or GED.
• Interpersonal Skills Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion.
• Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

Other Skills

• Ten key calculator and computer keyboard by touch.
• Must be good with detail to deal with numbers and names.

Physical Requirements

• Work Environment Position is not eligible to work remotely.