Role

Responsible for accurately processing financial transactions and being an effective source of information for our members: in lobby, drive-thru window, by telephone or online. Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.

Major Duties and Responsibilities

• Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with member to assure needs are met and minimize redoing.
• Issues money orders, cashier’s checks, teller’s checks and receives currency for coin and verifies amounts, and cashes checks according to written procedures.
• Receives loan payments and savings deposits from members, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member’s calculations and validates checks and/or counts cash payments.
• Research, troubleshoot and resolve member’s internal inquiries regarding policies, practices and products.
• Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
• Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member’s requests and merchant verifications
• Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward members and co-workers.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Knowledge and Skills

• Experience - Cash handling and customer service experience is strongly preferred.
• Education/Certifications/Licenses - High school degree or GED required.
• Interpersonal Skills - Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.