Part Time - Branch

About the role

To provide exemplary member service through all delivery channels, handle functions such as cash box management, account opening and maintenance, phone inquiries, safe deposit boxes, and all other services as needed.

This person greets members and responds to their needs or directs them to the appropriate person, department, or source. Dispenses information about various types of accounts and other Credit Union services. Members compose a cross section of our community and require people-oriented employees with patience, enthusiasm, professionalism, confidentiality, maturity, and good communication skills.

Responsibilities

• Handle establishment of new membership, open all accounts, and process changes in accounts.
• Educate members on available services and make recommendations based on their needs.
• Key all required transactions into the Margo system and balance cash drawer with accuracy.
• Balance the vault, ATM, TCD, and coin sorter.
• Operate drive-thru window as needed.
• Keep daily and monthly records of the following reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.
• Prepare, order, and verify cash delivery and shipment once a week.
• Assist members with account problems, checking reconciliations, or errors in transactions.
• Grant subsequent advances on existing credit cards, open lines, and home equity lines of credit—consult with an approving officer prior to advance.
• Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed.
• May begin training in other areas of branch operations as needed.
• Other duties as assigned.

Requirements

• High level of self-control, self-confidence, good basic mathematical skills, good organizational and communication skills, positive attitude, and neat appearance.
• Ability to work in a fast-paced environment—must be able to use sound judgment when making decisions and work well under pressure.
• Willingness to engage in ongoing training and professional development.
• Basic computer skills.
• Must be able to speak English fluently.
• Must be able to cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.
• Must adhere to the work schedule and attendance policy established by manager.

Work Environment

Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone.

Physical Demands

• Uses hands and fingers to lift telephone receiver, press keys on adding machine and computer keyboard.
• Sits 80%, stands 10%, and walks 10% of the time.
• Must communicate clearly to answer members' questions and describe member services.
• Must listen intently to members' questions and concerns to facilitate quality service.
• Visual acuity is necessary in completing forms for members.
• May order supplies for the branch using computer terminal.
• Maintains manual cash drawer, counting currency daily to balance cash drawer.
• May climb stairs when branch is located on multiple levels.
• Must be able to comprehend and carry out verbal and written instructions.
• Must be able to lift 5 pounds.