
General Requirements:
High school graduate
Pleasant, neat appearance
Must work WELL with public
Good telephone skills
Organized worker
Job Duties:
Greet and welcome members and visitors to the credit union in a professional manner, providing prompt, efficient, and accurate service in the processing of transactions.
Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.
Respond to email or other electronic requests submitted by members.
Respond to members' requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.
Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
Maintain signature cards and other account documents. (POAs, trust agreements, etc.)
Prepare monthly new/closed account report for board.
Oversee safe deposit box program: includes renting boxes, maintaining agreements, assisting members with box access, generating and mailing notices, etc.
Handle requests from members for transfers, withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
Promote credit union products and services based on member's needs.
Provide information on investment alternatives to members wishing to deposit funds with the credit union.
Process member mail transactions as needed.
Mail receipts and checks to members as indicated by policy and procedure.
Research accounts for deposit, withdrawal, and loan-payment discrepancies.
Assist members in balancing their accounts.
Assist members with the proper completion of payroll deduction and direct deposit forms.
Other duties as may be assigned from time to time.
Job Type:
Full-time Pay:
$16.00 - $25.00 per hour & based on experience
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Full-time Pay:
$16.00 - $25.00 per hour & based on experience
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