• Providing members with sound financial advice while educating them on the features and benefits of financial institution products and services.
• Opening and processing all types of deposit and loan accounts including complex retail products.
• Acquiring and establishing relationships with consumer and small business members while expanding relationships with existing members.
• Utilizing professional, consultative selling skills to develop a comprehensive understanding of member needs. 
• Makes relevant, beneficial product recommendations that assist members in achieving financial goals.
• Responding to member requests, problems, and complaints in a solution-driven manner.
• Remaining current on products, policies, and procedures as well as State and Federal regulations and guidelines.
• Provides exceptional in person customer service to all customers
• Provides prompt, accurate, and efficient customer transactions
• Handles all transactions for customers with discretion and confidentiality.

Skills: Product Knowledge, Account Processing, Relationship Building, Consultative Selling, Needs Analysis, Problem Resolution, Regulatory Compliance, Customer Service

• Providing service to members in a timely and professional manner, utilizing consultative sales techniques
• Handling of funds received or paid to members in day-to-day banking transactions
• Operating a teller terminal to include cross-selling products
• Processing member and company transactions
• Handling large sums of cash, maintaining assigned limits and cash settlement
• Support of branch leadership and goals as well as other related functions
• Process various checking, savings, and related transactions, i.e., receiving deposits, withdrawals, loan payments, and mortgage payments.
• Accountable for the balance of cash drawer(s) at the end of the day. 
• Researches and resolves any balance discrepancies.
• Completes miscellaneous tasks and projects
• Place stop payments of checks and Process wire transfers
• Receive and process loan payments

Skills: Customer Service, Cash Handling, Teller Operations, Transaction Processing, Cash Management, Team Support, Account Transactions, Problem Solving

• Process transactions on Teller Suite including deposits, check cashing, loan payments, club payments, CD deposits, and safe deposit box payments. 
• Examine checks for endorsement and legality. 
• Verify identification and funds availability.
• Maintain an extensive knowledge of Bank products and services and recommend appropriate products to customers. 
• Use customer CIF profiles and materials provided to cross-sell all applicable products and services and make referrals to new accounts and lending areas. 
• Participate in branch-specific initiatives to promote bank growth, blitzes, mailings, etc.
• Balance the cash drawer daily.
• Answer incoming phone calls, including interest rate inquiries, account features and benefits, and resolve problems with accounts.
• Assist in daily ATM settlement with Manager and process deposits - log and process captured cards.
• Sell treasurer’s checks and money orders and process applications and maintenance forms for Master Money Cards.

Skills: Transaction Processing, Check Verification, Identification Verification, Product Knowledge, Cross Selling, Cash Balancing, Customer Support, ATM Settlement

• Open new night depository agreements for business customers and process deposits daily under dual control.
• Complete CTRs, monitor and process cash items and order office supplies from designated departments.
• Prepare, log, and scan teller work for electronic transmission to the proof department.
• Assist customers with opening Christmas Club accounts, address changes, stop payment orders and closing accounts.
• Resolve problems and discrepancies concerning customers’ accounts and/or other issues with accounts.
• Maintains member account information on a computer system.
• Ensures that appropriate records are maintained and required reports are prepared.
• Balances cash and checks with daily totals. 
• Prepares and submits a check image file. 
• Balances and closes the branch
• Performing additional related administrative functions
• Processing customer deposits & withdrawals

Skills: Deposit Processing, Compliance Reporting, Document Management, Customer Assistance, Problem Resolution, Account Maintenance, Record Keeping, Cash Balancing

• Receives and processes member financial transactions, including deposits, withdrawals, and loan payments
• Sells money orders to members, transfers amounts from member accounts and makes Visa payments.
• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within authority to resolve. 
• Refers problems that are beyond the authority to the supervisor, along with recommendations. 
• Troubleshoot home banking, mobile banking and debit card problems.
• Welcomes members and provides routine information concerning services and directs members to the appropriate department for specific information and service.
• Takes member loan applications and prepares them for review by a Loan Officer. 
• Follows up with the Loan Officer to determine status. 
• Processes approved loans and sets up a date and time to close the loan and make disbursements.
• Identifies cross-sell opportunities and cross-sells services to members.

Skills: Transaction Processing, Payment Handling, Account Management, Problem Resolution, Technical Support, Customer Service, Loan Processing, Cross Selling

• Ability to provide an exceptional level of customer service.
• Excellent customer service skills
• Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with credit union exposure to loss or fraud.
• In-depth knowledge of all credit union deposit products and policies
• Strong organizational, written and verbal communication skills
• Excellent communication, analytical and interpersonal skills for communications involving contacts inside and outside of the credit union
• Knowledge of data processing systems, operations, services and products
• Basic knowledge of Microsoft Products, specifically Word, Excel, Outlook and Internet Explorer
• Experience working in positions with sales/referral goals (team & individual)
• Experience with DNA and Meridian Link
• Experience with a personal computer, system data entry or Internet search

Qualifications: BA in Finance with 3 years of Experience

• Ability to aintain friendliness and professionalism through the proper use of tact and diplomacy when dealing with clients at all times
• Strong verbal communication skills
• Strong mathematical skills along with accuracy
• Ability to identify, research and problem solve on a critical level and think on feet
• Ability to be flexible and to multitask on a regular basis
• Ability to work in a fast-paced environment
• Strong knowledge of bank deposit products and regulations
• Ability to master the computer keyboard and software skills necessary for branch automation
• Ability to speak English and Spanish clearly
• Ability to perform basic mathematical calculations with accuracy
• Excellent time management skills
• Ability to complete annual required training

Qualifications: BS in Accounting with 4 years of Experience

• Familiarity with office technology including computers, copiers, Microsoft Office softwareAbility to follow written and verbal instructions
• Ability to apply mathematical concepts and basic arithmetic skills
• Ability to handle and count money accurately
• Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions.
• Basic experience, knowledge and training in branch operation activities, terminology and products and services.
• Basic skills in computer terminal and personal computer operation and basic typing skills.
• Ability to deal with routine problems involving multiple facets and variables in standardized situations.
• Good organizational and time management skills
• Ability to work with general supervision while performing duties.
• Ability to build rapport with clients
• Ability to prioritize and multitask

Qualifications: BA in Business Administration with 3 years of Experience

• Ability to understand and effectively implement written and verbal instructions 
• Strong team orientation and ability to work with a variety of departments to accomplish assigned tasks 
• Ability to count and accurately make change involving large sums of money. 
• Ability to use a calculator, bill counters, and coin counters 
• Ability to work well in a high-stress, fast paced environment. 
• Ability to perform simple mathematical calculations, including addition, subtraction, multiplication and division 
• Able to speak, read, write and understand the primary language(s) used by guests who typically visit the work location. 
• Technology aptitude for working with POS and digital register. 
• Strong skills for persuasive sales, with a keen ability to connect easily with customers. 
• Ability to work independently to manage multiple priorities within established time frames
• Strong work ethic and self-starter and able to adapt to change within a fast-paced business environment.

Qualifications: BS in Economics with 4 years of Experience

• Ability to work independently without relying on significant management oversight.
• Strong commitment to mission including creating economic opportunity for traditionally underserved communities.
• Experience in working in organizations that place a priority on teamwork and collaboration
• Proficient in relevant computer applications. 
• Ability to learn and navigate new software quickly. 
• Experience with Microsoft Office products including Outlook and Excel.
• Knowledge of financial products and services, banking practices, operations, and policies
• Experience with Email/Chat Correspondence
• Exceptional customer service, active listening and verbal and written communication skills.
• Experience in maintaining a professional attitude in challenging situations.
• Strong organization and time management
• Ability to prioritize tasks

Qualifications: BA in Marketing with 3 years of Experience