Part Time- Branch

About the Role

To provide exemplary member service through all delivery channels, including cash box management, account opening and maintenance, phone inquiries, safe deposit boxes, and other services as needed. This role involves greeting members, responding to their needs, and directing them to the appropriate resources. You will dispense information about various types of accounts and other credit union services.

Members represent a cross-section of the community and require a people-oriented employee with patience, enthusiasm, professionalism, confidentiality, maturity, and strong communication skills.

Responsibilities

• Handle establishment of new memberships, open all accounts, and process account changes.
• 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 the drive-thru window as needed.
• Maintain daily and monthly records for 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 transaction errors.
• Grant subsequent advances on existing credit cards, open lines, and home equity lines of credit (consult with an approving officer prior to advance).
• Answer phones, file paperwork, scan documents into the Image System, and perform other clerical duties as needed.
• Begin training in other areas of branch operations as required.
• Perform other duties as assigned.

Requirements

• High level of self-control, self-confidence, and good basic mathematical skills.
• Strong organizational and communication skills, positive attitude, and neat appearance.
• Ability to work in a fast-paced environment, use sound judgment, and work well under pressure.
• 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.

Job Environment

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

Physical Demands

• Uses hands and fingers to lift telephone receivers, press keys on adding machines, and operate computer keyboards for data entry and information retrieval.
• 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 to facilitate quality service.
• Visual acuity is necessary for completing forms such as check orders, deposit/withdrawal slips, and savings documentation.
• May order supplies using a computer terminal and maintain a manual cash drawer, counting currency daily.
• 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.