Job Description

Job Description

Job Description

Description:

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 department 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, loan and VISA payments, and enter into 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 member 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 coin 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:

Experience

Up to six months 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

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

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