Mid-Hudson Valley Federal Credit Union
Full-Time Member Account Specialist (Teller) - Newburgh Branch
Mid-Hudson Valley Federal Credit Union, Newburgh, New York, United States
Full-Time Member Account Specialist (Teller) - Newburgh Branch
Join to apply for the
Full-Time Member Account Specialist (Teller) - Newburgh Branch
role at
Mid-Hudson Valley Federal Credit Union
We are currently recruiting for a Member Account Specialist (Teller) to work in our Newburgh Branch location. Ideal candidates must be willing to contribute to the success of the credit union by providing superior service according to MHV's Member Experience Journey and assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments in a friendly, respectful, courteous, and professional manner. Individuals must also contribute to member satisfaction and retention and expand member relationships by identifying and meeting members' needs by effectively cross selling all credit union products and services. They must also complete accurate routines to complex member transactions in accordance with credit union policy, regulatory compliance, and the Bank Secrecy Act. This role includes Saturdays and rotating shifts during the week to be a part of the regularly scheduled workweek.
Responsibilities include, but are not limited to:
Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments as well as receiving checks and cash for deposit to accounts, verify amounts, examining checks for proper endorsement and following fraud prevention procedures and funds availability. This also includes performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act.
Assisting with counting cash shipments, end of night balancing, opening and closing procedures and performing first line maintenance of equipment (ITM, ATM, TCR) as well as reconciliation and settlement of equipment. Performing vault cash buy/sell as required, assisting with daily vault and branch reconciliation, and assisting members with routine Member Service needs, including but not limited to: Home Banking and Bill Pay needs including resetting passwords, unlocking accounts and similar activities, which includes issuing Instant Issue debit cards, add cards, reset PIN tries, and perform research on Quick Assist or similar program.
Printing images of member checks, statements, and starter checks and performing member contact information updates to include address, phone, e‑mail address, opening secondary savings accounts for existing members and opening/closing Safe Deposit Box agreements.
Promoting, explaining, and cross selling all credit union products and services, maintaining daily teller referral tracking and submits to management as prescribed and meeting or exceeding established individual teller referral and sales goals. This also includes maintaining an up-to-date and comprehensive knowledge on all credit union products and services and performing member relationship calls as directed by the Branch Manager as well as assisting in the training and development of newly hired teller staff.
Organizing workstation to maximize efficiency and maintaining a professional appearance, which includes greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. This includes ensuring member requests and questions are promptly resolved, receiving and processing account information as needed, maintaining privacy of member account information and performing daily cash settlement without differences in cash and checks. Also maintaining balancing record of 90% or better, maintaining cash box limits as outlined in the Security Standards and securing money in cash drawer and recyclers/dispensers at all times.
Performance Measurements include: Displaying a thorough knowledge of the job and rarely needing to ask questions. Staying abreast of current trends affecting the financial services industry and having an overall knowledge of the credit union, its policies and procedures. Continually expanding knowledge and developing skills and assisting others in the office with daily operations, procedures, opening/closing in the absence of the branch manager. This also includes scoring 85% or higher on product knowledge assessments.
Maintaining member service as a top priority, treating members and other employees professionally with courtesy and respect and upholding MHV Service Standards. Supporting organizational plans, initiatives and direction and maintaining an acceptable attendance/punctuality record including demonstrating adaptability and flexibility, as it pertains to work schedules in order to support the current business needs and is a team player. Maintaining confidentiality, promoting integrity, and supporting the corporate mission as well as maintaining a professional work environment and business‑like appearance.
Providing informed, prompt, accurate service and supporting to all members and associates by answering the telephone within two rings and responding to messages or correspondence within 24 hours. Carrying out assigned duties and responsibilities with minimal errors according to established department standards. Meeting or exceeding established individual sales goals and assisting in meeting the overall branch and organizational goals. Demonstrating sound judgment when making decisions and maintaining established cash limits, as well as PTs, ATMs, TCDs and Recyclers as assigned. Maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations.
Knowledge and Skills:
One year to three years of similar or related experience.
High school education or GED.
Strong time management skills, ability to manage multiple workloads with successful results, and ability to work independently.
Organizational skills, excellent verbal and written communication skills, listening skills important for success. Problem analysis, problem resolution, above average interpersonal skills, strong computer skills (i.e., Microsoft Office).
Physical requirements: bend, sit, stand, perform primarily sedentary work with limited physical exertion, occasional lifting of up to 50 lbs, must be capable of climbing/descending stairs in an emergency situation, normal vision and hearing, operate routine office equipment, routine computer work 6‑8 hours per day, work extended hours or travel off site when required.
Must have reliable attendance, work indoors in climate‑controlled shared work area with minimal noise, perform job functions independently or with limited supervision, work effectively alone or as part of a team. Capable of reading and carrying out written instructions, performing basic mathematical calculations, spell accurately, base computer basics, speak clearly, deliver information logically, handle multiple priorities, maintain discretion on confidential matters.
Benefits include:
Medical, Dental and Vision – with no waiting period for coverage!
401(k) with employer match and non‑elective employer contribution
Paid Vacation, Sick time and Holidays
Life Insurance
Short‑Term and Long‑Term Disability Insurance
Employee Assistance Program
Tuition Assistance Program
Professional Development Programs
Discounted Loan Rates and Fees
Equal Employment Opportunity Commitment
Mid‑Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
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Full-Time Member Account Specialist (Teller) - Newburgh Branch
role at
Mid-Hudson Valley Federal Credit Union
We are currently recruiting for a Member Account Specialist (Teller) to work in our Newburgh Branch location. Ideal candidates must be willing to contribute to the success of the credit union by providing superior service according to MHV's Member Experience Journey and assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments in a friendly, respectful, courteous, and professional manner. Individuals must also contribute to member satisfaction and retention and expand member relationships by identifying and meeting members' needs by effectively cross selling all credit union products and services. They must also complete accurate routines to complex member transactions in accordance with credit union policy, regulatory compliance, and the Bank Secrecy Act. This role includes Saturdays and rotating shifts during the week to be a part of the regularly scheduled workweek.
Responsibilities include, but are not limited to:
Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments as well as receiving checks and cash for deposit to accounts, verify amounts, examining checks for proper endorsement and following fraud prevention procedures and funds availability. This also includes performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act.
Assisting with counting cash shipments, end of night balancing, opening and closing procedures and performing first line maintenance of equipment (ITM, ATM, TCR) as well as reconciliation and settlement of equipment. Performing vault cash buy/sell as required, assisting with daily vault and branch reconciliation, and assisting members with routine Member Service needs, including but not limited to: Home Banking and Bill Pay needs including resetting passwords, unlocking accounts and similar activities, which includes issuing Instant Issue debit cards, add cards, reset PIN tries, and perform research on Quick Assist or similar program.
Printing images of member checks, statements, and starter checks and performing member contact information updates to include address, phone, e‑mail address, opening secondary savings accounts for existing members and opening/closing Safe Deposit Box agreements.
Promoting, explaining, and cross selling all credit union products and services, maintaining daily teller referral tracking and submits to management as prescribed and meeting or exceeding established individual teller referral and sales goals. This also includes maintaining an up-to-date and comprehensive knowledge on all credit union products and services and performing member relationship calls as directed by the Branch Manager as well as assisting in the training and development of newly hired teller staff.
Organizing workstation to maximize efficiency and maintaining a professional appearance, which includes greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. This includes ensuring member requests and questions are promptly resolved, receiving and processing account information as needed, maintaining privacy of member account information and performing daily cash settlement without differences in cash and checks. Also maintaining balancing record of 90% or better, maintaining cash box limits as outlined in the Security Standards and securing money in cash drawer and recyclers/dispensers at all times.
Performance Measurements include: Displaying a thorough knowledge of the job and rarely needing to ask questions. Staying abreast of current trends affecting the financial services industry and having an overall knowledge of the credit union, its policies and procedures. Continually expanding knowledge and developing skills and assisting others in the office with daily operations, procedures, opening/closing in the absence of the branch manager. This also includes scoring 85% or higher on product knowledge assessments.
Maintaining member service as a top priority, treating members and other employees professionally with courtesy and respect and upholding MHV Service Standards. Supporting organizational plans, initiatives and direction and maintaining an acceptable attendance/punctuality record including demonstrating adaptability and flexibility, as it pertains to work schedules in order to support the current business needs and is a team player. Maintaining confidentiality, promoting integrity, and supporting the corporate mission as well as maintaining a professional work environment and business‑like appearance.
Providing informed, prompt, accurate service and supporting to all members and associates by answering the telephone within two rings and responding to messages or correspondence within 24 hours. Carrying out assigned duties and responsibilities with minimal errors according to established department standards. Meeting or exceeding established individual sales goals and assisting in meeting the overall branch and organizational goals. Demonstrating sound judgment when making decisions and maintaining established cash limits, as well as PTs, ATMs, TCDs and Recyclers as assigned. Maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations.
Knowledge and Skills:
One year to three years of similar or related experience.
High school education or GED.
Strong time management skills, ability to manage multiple workloads with successful results, and ability to work independently.
Organizational skills, excellent verbal and written communication skills, listening skills important for success. Problem analysis, problem resolution, above average interpersonal skills, strong computer skills (i.e., Microsoft Office).
Physical requirements: bend, sit, stand, perform primarily sedentary work with limited physical exertion, occasional lifting of up to 50 lbs, must be capable of climbing/descending stairs in an emergency situation, normal vision and hearing, operate routine office equipment, routine computer work 6‑8 hours per day, work extended hours or travel off site when required.
Must have reliable attendance, work indoors in climate‑controlled shared work area with minimal noise, perform job functions independently or with limited supervision, work effectively alone or as part of a team. Capable of reading and carrying out written instructions, performing basic mathematical calculations, spell accurately, base computer basics, speak clearly, deliver information logically, handle multiple priorities, maintain discretion on confidential matters.
Benefits include:
Medical, Dental and Vision – with no waiting period for coverage!
401(k) with employer match and non‑elective employer contribution
Paid Vacation, Sick time and Holidays
Life Insurance
Short‑Term and Long‑Term Disability Insurance
Employee Assistance Program
Tuition Assistance Program
Professional Development Programs
Discounted Loan Rates and Fees
Equal Employment Opportunity Commitment
Mid‑Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
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