Job Details
Role
Responsible for accurately processing financial transactions and being an effective source of information for our members: in lobby, drive-thru window, by telephone or online. Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.
Major Duties and Responsibilities
- Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with member to assure needs are met and minimize redoing.
- Issues money orders, cashier s checks, teller s checks and receives currency for coin and verifies amounts, and cashes checks according to written procedures.
- Receives loan payments and savings deposits from members, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member s calculations and validates checks and/or counts cash payments.
- Research, troubleshoot and resolve member s internal inquiries regarding policies, practices and products.
- Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
- Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member s requests and merchant verifications
- Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward members and co-workers.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.