Essential Functions & Responsibilities:
Expeditiously greet members in a courteous and professional manner and provide routine information concerning services. Direct members to appropriate department for specific information and service. Accurately receive and process member financial transactions, including deposits, withdrawals and loan payments; sell negotiable instruments; transfer amounts from member accounts as directed and maintain member records.
Educate and cross-offer credit union products/services that most benefit the individual member.
Balance cash drawer and daily transactions.
Perform a variety of miscellaneous tasks including but not limited to monthly reports and computer input.
Perform other duties as assigned.
Must be willing to work at any one of our seven branches located in York County.
Maintain privacy of member account information.
Provide courteous, professional, personal service to all internal and external members.
Accurately balance cash drawer each day.
Strive for posting accuracy to be measured in employee performance evaluations.
Troubleshoot and resolve member and internal inquiries in a timely, courteous and accurate manner.
Make a minimum of 10 referrals for credit union products/services per month.
Complete required annual training and adhere to all security procedures and regulatory guidelines included in Regulation CC, Bank Secrecy Act and IT Security.
Knowledgeable of various accounts and services to consult with members, cross-offer other services and refer members to the proper staff person as needed.
Participate in continuing education through BVS and other training programs as assigned.
Courtesy, tact, and diplomacy are essential elements of the job.
Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
Strong listening, verbal and written communication and technology skills are required.
Good computer and keyboarding skills.
Attentiveness to detail in dealing with numbers and names.
Ability to multi-task, adjust to change, and to make decisions which are consistent with credit union policy, but have the ability to use discernment and good judgment when making exceptions without compromising our mission and core values.
Ability to recognize and act upon sales opportunities. Initiative.
A strong commitment to continued education. Remain calm in high activity conditions, team-oriented.
Maintain knowledge of and comply with all BSA related regulations and internal policies and procedures.
High School or better.
A minimum of six months of similar or related experience.