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 while dispensing information about various accounts and 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 such as 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, use sound judgment, 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 cooperate and collaborate with co-workers and be cordial in all interactions with members and co-workers.
• Must adhere to the work schedule and attendance policy established by manager.

Job 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 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 order forms, deposit and withdrawal slips, and savings documentation.
• May order supplies for the branch using a computer terminal.
• Maintains manual cash drawer, counting currency daily to balance cash drawer.
• May climb stairs when 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.