Notre Dame Federal Credit Union
Primary Function
The responsibility of the Member Service Associate is to meet and exceed our member’s service expectations by performing cash handling responsibilities and assigned member service functions efficiently and accurately, ensuring that our member’s financial needs are being met by referring products and services to our members. This position is responsible for providing education to our members about Credit Union products and services. It ensures that members receive excellent service at all times, following the Credit Union’s member service model. Due to the high trust involved with dealing with members’ financial security, work is performed accurately and in a manner consistent with the Credit Union’s mission. This position actively contributes to the achievement of branch sales and service goals and consistently demonstrates the core values of Notre Dame FCU in a positive manner, in addition to performing other duties as assigned.
Cash Handling Responsibilities
Accept deposits, perform withdrawals and transfers, cash checks and make loan payments.
Sell cashier’s checks, gift card and other products sold at the teller line.
Perform Visa and MasterCard cash advances as well as Equity loan advances.
Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments.
Accept current and prior year IRA deposits.
Follow Credit Union policy when placing check holds and completing Currency Transaction Reports.
Responsible for the daily balancing of cash drawer, daily checks, and traveler checks.
Approve checks that are within your check authority limits.
Cash bonds and update member records accordingly, including but not limited to the tax files records.
Verify branch cash shipments and ATM cash deposits.
Redemption and Foreign Currency orders.
Facilitation of Foreign Check creation.
Assist in the security of the branch vault and safe deposit box operations.
Operate and aid in balancing the coin machine; assist members in running coin as needed.
Operate the cash counter as needed when aiding in branch balancing and auditing.
Operational Compliance / Audit
Perform duties with minimal operational errors.
Aid the branch in security and fraud prevention by greeting members, staying aware of surroundings, identifying fraudulent checks, documents and situations, and protecting members and the Credit Union daily.
Adhere to record retention requirements of Notre Dame Federal Credit Union.
Correctly and properly complete all member documentation.
Adhere to all BSA onboarding CIP procedures.
Abide by and follow Regulation B, Regulation CC and Regulation E; regularly educate members on Regulation D.
Member Service
Assist members with a consultative sales mentality; serve as an expert financial consultant who recommends and assists members with financial literacy via Credit Union products and solutions.
Maintain a vast understanding of all products and services offered at the Credit Union through ongoing training.
Address member issues, concerns and complaints; deescalate any outstanding issues.
Greet, assist and aid all members arriving at the branch with any needs; look for opportunities to further the member relationship at every interaction.
Actively profile new and current members and cross-sell appropriate products and services to meet member needs.
Track all referrals and member-related issues via sales trackers and production trackers.
Order checks for members as requested.
Create, maintain and close certificates for members as needed and recommended by the partner.
Attend and take online courses as needed to continually increase knowledge and capabilities.
Assist members in balancing check books, reconciling account history and personal financials.
Promote the organization internally and externally with all member and/or potential member interactions.
Process debit card orders, transaction research, travel notifications, log maintenance, disputes, velocity changes and operations of core debit card system Vantiv.
Perform stop pays as requested by the member.
Complete wire transfer documentation and aid Electronic Services in completing transfers as requested.
Set up and create Automated Funds Transfers (AFT) for depository accounts and loan products.
Operate computer to accurately post transactions, open, close and service accounts, access account information and update member account information.
Understand branch opening and closing procedures and perform duties safely and securely.
Assist with monthly branch audit checklist and other reports and audits as needed.
Promote a favorable image of, and goodwill for, the Credit Union in the community.
Supervisory Responsibilities None.
Performance Standards To perform this job successfully, an individual must satisfy each essential duty. The Member Service Associate must fully understand Credit Union products and services and be able to assist members in using them. The Associate must possess a cooperative and positive attitude toward members and Credit Union staff and consistently uphold the Credit Union’s Service Expectation Model. The Associate must also have a full understanding of all tellerline capacities.
Requirements Education and/or Experience High school diploma or general education degree (GED); plus six to twelve months related experience or training; or equivalent combination of education and experience.
Language Skills Qualified individuals must read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small group situations to members, potential members and partners.
Mathematical Skills Ability to calculate figures such as discounts, interest, commissions, proportions, and percentages; add, subtract, multiply, and divide in units of measure using whole numbers, common fractions, and decimals.
Reasoning Ability Ability to calculate figures such as discounts, interest, commissions, proportions, and percentages; add, subtract, multiply, and divide in units of measure using whole numbers, common fractions, and decimals.
Other Skills & Abilities Proficiency in Microsoft Excel and Word; ability to use the Credit Union’s computer system for input/output transactions and general e‑mail correspondence; operate standard office equipment and tools (personal computer, calculator, fax machine, telephone, photocopier, scanner). Attention to detail and strong analytical abilities are important. A strong understanding of lending is beneficial. Proficiency in all member online access channels is required. Familiarity with the differences in products and services offered by other financial institutions compared to those offered by Notre Dame FCU.
Physical Demands The partner uses hands to finger, handle or feel objects, tools or controls; talks and hears. Often walks and sits; occasionally stands, reaches with hands and arms, stoops, kneels, crouches or crawls. Specific vision abilities required include close vision, peripheral vision and the ability to adjust focus. The partner must occasionally lift and/or move up to 50 pounds.
Mental Demands The partner uses alertness, precision, resourcefulness, problem solving, numeric, persuasiveness, auditory perception, memory, creativity, concentration, judgment, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing and analyzing.
Work Environment The work environment characteristics are typically quiet to moderate noise levels.
Regulatory Compliance & Confidentiality Follows regulatory and policy compliance requirements, including the Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance-related policies. Maintains confidentiality regarding non‑public information about members and Notre Dame Federal Credit Union.
Summary Notre Dame Federal Credit Union began in 1941 as a conversation between two professors from the University of Notre Dame. Now, over 75 years later, we have grown into a national, award‑winning financial institution serving over 56,000 members worldwide. We consider our partners (employees) to be one of our greatest assets to this success. We strive to make great things happen for our members and partners by changing one life every day. If you share that same passion for making an impact on someone’s life, you should apply to join the Notre Dame FCU family.
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Cash Handling Responsibilities
Accept deposits, perform withdrawals and transfers, cash checks and make loan payments.
Sell cashier’s checks, gift card and other products sold at the teller line.
Perform Visa and MasterCard cash advances as well as Equity loan advances.
Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments.
Accept current and prior year IRA deposits.
Follow Credit Union policy when placing check holds and completing Currency Transaction Reports.
Responsible for the daily balancing of cash drawer, daily checks, and traveler checks.
Approve checks that are within your check authority limits.
Cash bonds and update member records accordingly, including but not limited to the tax files records.
Verify branch cash shipments and ATM cash deposits.
Redemption and Foreign Currency orders.
Facilitation of Foreign Check creation.
Assist in the security of the branch vault and safe deposit box operations.
Operate and aid in balancing the coin machine; assist members in running coin as needed.
Operate the cash counter as needed when aiding in branch balancing and auditing.
Operational Compliance / Audit
Perform duties with minimal operational errors.
Aid the branch in security and fraud prevention by greeting members, staying aware of surroundings, identifying fraudulent checks, documents and situations, and protecting members and the Credit Union daily.
Adhere to record retention requirements of Notre Dame Federal Credit Union.
Correctly and properly complete all member documentation.
Adhere to all BSA onboarding CIP procedures.
Abide by and follow Regulation B, Regulation CC and Regulation E; regularly educate members on Regulation D.
Member Service
Assist members with a consultative sales mentality; serve as an expert financial consultant who recommends and assists members with financial literacy via Credit Union products and solutions.
Maintain a vast understanding of all products and services offered at the Credit Union through ongoing training.
Address member issues, concerns and complaints; deescalate any outstanding issues.
Greet, assist and aid all members arriving at the branch with any needs; look for opportunities to further the member relationship at every interaction.
Actively profile new and current members and cross-sell appropriate products and services to meet member needs.
Track all referrals and member-related issues via sales trackers and production trackers.
Order checks for members as requested.
Create, maintain and close certificates for members as needed and recommended by the partner.
Attend and take online courses as needed to continually increase knowledge and capabilities.
Assist members in balancing check books, reconciling account history and personal financials.
Promote the organization internally and externally with all member and/or potential member interactions.
Process debit card orders, transaction research, travel notifications, log maintenance, disputes, velocity changes and operations of core debit card system Vantiv.
Perform stop pays as requested by the member.
Complete wire transfer documentation and aid Electronic Services in completing transfers as requested.
Set up and create Automated Funds Transfers (AFT) for depository accounts and loan products.
Operate computer to accurately post transactions, open, close and service accounts, access account information and update member account information.
Understand branch opening and closing procedures and perform duties safely and securely.
Assist with monthly branch audit checklist and other reports and audits as needed.
Promote a favorable image of, and goodwill for, the Credit Union in the community.
Supervisory Responsibilities None.
Performance Standards To perform this job successfully, an individual must satisfy each essential duty. The Member Service Associate must fully understand Credit Union products and services and be able to assist members in using them. The Associate must possess a cooperative and positive attitude toward members and Credit Union staff and consistently uphold the Credit Union’s Service Expectation Model. The Associate must also have a full understanding of all tellerline capacities.
Requirements Education and/or Experience High school diploma or general education degree (GED); plus six to twelve months related experience or training; or equivalent combination of education and experience.
Language Skills Qualified individuals must read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small group situations to members, potential members and partners.
Mathematical Skills Ability to calculate figures such as discounts, interest, commissions, proportions, and percentages; add, subtract, multiply, and divide in units of measure using whole numbers, common fractions, and decimals.
Reasoning Ability Ability to calculate figures such as discounts, interest, commissions, proportions, and percentages; add, subtract, multiply, and divide in units of measure using whole numbers, common fractions, and decimals.
Other Skills & Abilities Proficiency in Microsoft Excel and Word; ability to use the Credit Union’s computer system for input/output transactions and general e‑mail correspondence; operate standard office equipment and tools (personal computer, calculator, fax machine, telephone, photocopier, scanner). Attention to detail and strong analytical abilities are important. A strong understanding of lending is beneficial. Proficiency in all member online access channels is required. Familiarity with the differences in products and services offered by other financial institutions compared to those offered by Notre Dame FCU.
Physical Demands The partner uses hands to finger, handle or feel objects, tools or controls; talks and hears. Often walks and sits; occasionally stands, reaches with hands and arms, stoops, kneels, crouches or crawls. Specific vision abilities required include close vision, peripheral vision and the ability to adjust focus. The partner must occasionally lift and/or move up to 50 pounds.
Mental Demands The partner uses alertness, precision, resourcefulness, problem solving, numeric, persuasiveness, auditory perception, memory, creativity, concentration, judgment, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing and analyzing.
Work Environment The work environment characteristics are typically quiet to moderate noise levels.
Regulatory Compliance & Confidentiality Follows regulatory and policy compliance requirements, including the Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance-related policies. Maintains confidentiality regarding non‑public information about members and Notre Dame Federal Credit Union.
Summary Notre Dame Federal Credit Union began in 1941 as a conversation between two professors from the University of Notre Dame. Now, over 75 years later, we have grown into a national, award‑winning financial institution serving over 56,000 members worldwide. We consider our partners (employees) to be one of our greatest assets to this success. We strive to make great things happen for our members and partners by changing one life every day. If you share that same passion for making an impact on someone’s life, you should apply to join the Notre Dame FCU family.
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