Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

• Receive and process member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed. Post transactions to member accounts and maintains member records and confidentiality.
• Review member accounts to refer credit union products and services that will benefit the member; completes cross-sales.
• Assist with reconciling daily transactions ensuring cash, checks, vouchers and recylcers match system records. Assist with cash recyclers and the vault as needed.
• Welcome members and provide routine information concerning credit union services. Direct members to appropriate departments for specific information.
• Ensure compliance with all regulatory programs including but not limited to the Bank Secrecy Act, Office of Foreign Asset Control Program and Customer Identification Program. Assist other department personnel and performs other duties as assigned.

Competencies

• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Good communication skills. Able to type, use computer, credit union software, and general office equipment including 10-key calculator. Requires basic to intermediate knowledge of Microsoft Windows, Word, Outlook and Excel.

Experience

• One month to twelve months of similar or related experience.

Education

• A high school education or GED.

Physical & Environmental

• While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. The employee may occasionally be required to reach with hands and arms and move objects up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned is required.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.