Job Description

Role:

To direct and schedule resources needed to meet the paying and receiving needs of the Credit Union.

Essential Functions & Responsibilities:

60% Receives and Processes member transactions. Monitors department activities for compliance with established policy and regulations. Takes action to resolve any out of compliance issues. Orders weekly cash requirement for the Credit Union. Manages vault cash.

30% Answers questions about products and services and refers problems that are beyond their authority to the Branch Manager. Identifies cross-sell opportunities and cross sell services to members through in-person transactional sessions, as well as by telephone and outbound calls.

10% Performs other job-related duties as assigned.

Performance Measurements:

1. To provide informed, professional, prompt, courteous, friendly, accurate and timely service to all members.

2. To balance at least 90% of the time, being no more than $5.00 off and with total outages not to exceed $50.00 in a 3-month period.

3. To proactively promote a cross sales culture within the department, both by example and by training of employees to identify opportunities.

4. To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.

5. To keep management informed regarding key operating issues affecting the department.

6. To maintain a dependable record of attendance and timeliness.

7. To make at minimum your sales/ referrals goals per month.

PM22

Knowledge, Skills and Abilities:

Experience Six months to two years of similar or related experience.

Education A high school education or GED.

Interpersonal Skills 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.

Other Skills

TALKING

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING

Able to hear average or normal conversations and receive ordinary information.

FINGER DEXTERITY

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

REPETITIVE MOTION

Movements frequently and regularly required using the wrists, hands, and/or fingers.

AVERAGE VISUAL ABILITIES

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

PHYSICAL STRENGTH

Sedentary Work; sitting most of the time. Exerts up to 10 lbs of force occasionally. (Almost all office jobs.)

REASONING ABILITY

Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

MATHEMATICS ABILITY

Ability to perform basic math skills and to use decimals to compute ratios and percents, and to draw and interpret graphs.

LANGUAGE ABILITY

Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs. Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.

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