1. Accurately and efficiently complete all members or account related forms and forward to appropriate
department for action and/or filing.
2. Maintain usage proficiency on all member-related third party systems and software including the maintenance of member records. These systems include but are not limited to member check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.
3. Possess and maintain knowledge of all credit union products, services, policies and procedures so that they can be effectively communicated to the employees and members.
4. Must be available to travel to any branch location for support as requested by management, as well as work on Saturdays when needed.
5. Assist with the opening/closing of the branch office as necessary.
6. Must have excellent communication skills with Branch Managers, co-workers, subordinates and members.
Knowledge and Skills:
Experience : One year to three years of similar or related experience.
Education: A high school education or GED; one to two years college preferred. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills:
customer service skills Detail-oriented, Multi-tasking ability
Physical Requirements:
While performing the duties of the job, the employee is regularly required to :
-position self to move about the work area
-reach, grab, sort
-communicate in person and via telephone with others
-identify and recognize small font communication
-ability to transport a minimum of 10 pounds