Career Opportunities

REPORTS TO:              VICE PRESIDENT MEMBER EXPERIENCE

FLSA STATUS:              NONEXEMPT

JOB SUMMARY:

Under general supervision, provides a variety of service functions directly to the members that include greeting members promptly and enthusiastically, accurately and efficiently handling a variety of teller transactions and clearly explaining the features and benefits of the credit union’s products and services. Responsibilities include ensuring branch telephone calls are answered by the third ring and all members are greeted immediately upon entering the branch. Responsible for all daily branch operations and ensuring highest level of branch security is followed by enforcing policy and procedures for cash handling, opening and closing of the office and access to the vault/teller line.

ESSENTIAL JOB FUNCTIONS:

1. Act as the primary point of contact at the credit union for account maintenance areas such as draft or sub-share accounts, fraud cases, powers of attorney, trust and estate accounts, etc.
2. Assist the Financial Service Representatives (FSRs) with new consumer loan applications and new membership applications.
3. Maintains current knowledge of the credit union’s products and services in order to proactively promote and cross sell items to members. Assists members with setting up and using the products or services.
4. Continually seeks ways to improve branch sales, operations and productivity to meet established branch goals.
5. Professional, efficient and courteous service to members in person or by telephone while maintaining member confidentiality.
6. Accurately process deposits, transfers, withdrawals, loan payments and sell negotiable instruments.
7. Accurate balancing of cash and daily transactions for assigned cash drawer, the branch balancing totals, cash vaults and automated teller machines.
8. Conducts daily vault balancing and completes proper documentation of all cash transfers, cash orders and cash shipments. Prepares cash and coin orders for shipment/delivery.
9. Conducts monthly operations audits, including surprise cash audits, accurately and in a timely manner. Keeps accurate inventory records, and audits all inventory items monthly.
10. Responsible to receive, verify and document member wire requests, HELOC advances and the filing of required records.
11. Creates branch operating schedule for adequate staff coverage.
12. Completes maintenance to existing member’s accounts as well as process Visa credit card payments, issue Visa gift cards, complete member check orders and prepare stop payments.
13. Research and resolves member complaints professionally and while following procedures. Documents complaints and keeps supervisor informed as necessary. Ensure member requests and questions are promptly resolved.
14. Reviews, documents and processes daily mail items and daily night drop items received under dual control. Ensures these are processed daily, accurately and efficiently.
15. Conducts regular weekly meetings with branch employees to inform and train. Discusses improvement and any changes in procedures. Stays current on new operational procedures.
16. Ensures all branch personnel are trained to perform various branch duties as necessary. Documents any issues and keeps supervisor informed as necessary.
17. Continually monitors all Member Service Representatives member interaction for professionalism, efficiency and that policies and procedures are being followed.
18. Responsible to understand, monitor and report activity associated with department business objectives to assist the Credit Union’s compliance with the Bank Secrecy Act.
19. Performs in a professional manner setting the highest possible standard for the Credit Union while following “The AmeriChoice Way Standards of Service”.
20. Conduct branch meetings and training sessions with designated branch employees as necessary.
21. Attend meetings and training sessions as required.
22. Perform other duties and responsibilities as required or assigned.