Job Description

General Summary:

Accurately and efficiently processes and records routine transactions for members - including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Processes new membership account requests and existing member account changes and updates. Promotes and advises on the Credit Union’s products and services

Job Responsibilities:

•    Complying with and following Bank Secrecy Act regulations

•    Recording all transactions promptly, accurately and in compliance with the Credit         Union’s procedures

•    Ensuring compliance with all internal controls and established policies

•    Posting transactions to member accounts accurately and maintaining member records/confidentiality

•    Cash handling - deposits and withdrawals. Verifying for counterfeit currency

•    Identifying members, validating and cashing checks

•    Accepting checks and cash for deposit, checking the deposit slip for accuracy, and verifying checks for authenticity and negotiability

•    Performing service for members such as ordering loan coupons, checks, preparing cashier’s checks, temporary checks, gift cards and issuing ATM/Debit cards

•    Placing holds on accounts in accordance with Credit Union policy and procedures

•    Receiving and verifying loan and VISA payments 

•    Completing transfers, vouchers, and fees 

•    Receiving and processing night and mail deposits

•    Verifying ATM machines are free from tampering, processing deposits and settling the ATM.

•    Attempting to resolve issues and problems with member accounts

•       Processing daily totals and balancing currency, coin, and checks in cash drawer. Proving out at the end of the day

•    Assisting with opening and closing the branch, by following the Credit Union’s procedures

•    Opening new memberships, new deposit and checking accounts of all kinds, and explaining these products to members as required.

•    Promoting all Credit Union products and services to members, referring them to the appropriate person/department, and taking applications

•    Making referrals to the Investment & Retirement Center

•    Providing notary service if licensed

•    Proficient in the migration of members to the digital channels of the Credit Union

•    Other duties may be assigned