Role: To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Essential Functions & Responsibilities:

Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders to members; transfers amounts from member accounts as directed.

Post transactions to member accounts and maintain member records and account history.

Welcomes members and provides routine information concerning services and directs members to appropriate departments for specific information and service.

Cross‑sells credit union services.

Performs a variety of miscellaneous tasks including filing, data entry, and answering the telephone.

Performance Measurements:

1. Accept deposits, loans, and VISA payments, and enter them into the Episys system.

2. Receive payments for mortgage, installment, and share secured loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected.

3. Examine checks for endorsements and negotiability.

4. Provide members with proper receipts for payments.

5. Direct received loan paperwork to other proper departments (title information to Title Clerk; mortgage information to Mortgage Loan Officer....).

6. Process member mail and night deposit transactions and assist members with phone transactions.

7. Provide members with account status, including current balances and loan pay‑offs in person and over the phone.

8. Encode or proof daily checks and savings bonds.

9. Balance official checks and VISA cash advance machine.

10. Process coins and loose change for members.

11. File new member accounts and other forms as needed.

12. Balance personal teller drawer and checks daily.

13. Perform other duties as assigned.

Knowledge, Skills, and Abilities:

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 that may require some discussion.

Ten key calculators and computer keyboard by touch. Must be good with detail to deal with numbers and names.

Job Type: Full-time

Pay: $11.00 - $13.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: One location

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