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 role involves greeting members, responding to their needs, and directing them to the appropriate person, department, or source. You will dispense information about various types of accounts and other credit union services.

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 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, and good basic mathematical skills.
• Good organizational and communication skills, positive attitude, and neat appearance.
• Ability to work in a fast-paced environment and use sound judgment when making decisions.
• Willingness to engage in ongoing training and professional development.
• Basic computer skills.
• Must adhere to assigned schedule and attendance policy.
• Must speak English fluently.
• Ability to cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.

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 machines, and operate computer keyboards.
• Sits 80%, stands 10%, and walks 10% of the time.
• Must communicate clearly to answer members' questions and describe services.
• Must listen intently to members' questions and concerns.
• Visual acuity necessary for completing forms such as check orders, deposit/withdrawal slips, and savings documentation.
• May order supplies using a computer terminal.
• Maintains manual cash drawer, counting currency daily to balance.
• May climb stairs if the branch is located on multiple levels.
• Must comprehend and carry out verbal and written instructions.
• Must be able to lift up to 5 pounds.