FullTime Member Account Specialist (Teller) Saugerties Branch
Mid-Hudson Valley Federal Credit Union, Saugerties, New York, United States
We are currently recruiting for a Member Account Specialist (Teller) to work in our Saugerties 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. This also includes 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.
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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. This also includes 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.
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