POSITION SUMMARY:
Assists members in performing teller transactions, establishing memberships, share accounts, savings services and/or loans and loan services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements in a full-service branch that is open seven days a week.
ESSENTIAL POSITION FUNCTIONS:
Maintains a high level of member service by adhering to the Branch Service Standards. Promotes advocacy and ensures that all member service issues are handled properly. Focuses on achieving successful results in the Member Service Survey ratings.
Performs day to day teller transactions including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with credit union policy. Assists members with balance inquiries, statement requests, stop payments and other deposit account-related needs.
Supports achievement of annual goals for service, growth and other key areas assigned for assigned branch. Attracts new members and supports member and account retention. Supports migration to appropriate delivery channels. Participates in off-site presentation efforts as directed by Branch Manager. May participate in servicing ATM machines, express deposit and coin machine as assigned
Maintains knowledge of policies and procedures and related data processing transactions needed to establish savings or loan products and may train other employees in routine procedures. Meets personal development and training objectives established by Branch Manager and completes Wescom University core curriculum. Maintains proficiency in technology applications including operating system and ancillary systems. Contributes to organizational efforts in process improvement.
Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures. Maintains confidentiality of credit union and member records.
Ensures that the physical environment of the branch is maintained according to Wescom's standards and that staff appearance reflects the desired level of professionalism.
REQUIREMENTS/QUALIFICATIONS
EDUCATION AND EXPERIENCE:
High School graduate. Previous financial industry and customer service experience preferred.
OTHER SKILLS AND ABILITIES:
Knowledge of the credit union's operating system.
COMPUTER SKILLS:
Proficient in Microsoft Applications (Work, Excel, PowerPoint, Outlook)
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
CONDITIONS OF EMPLOYMENT
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. *(Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.
The noise level in the work environment is moderately quiet. It is a non-smoking environment.
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.
*HJ
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