Job Description
Performs routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashiers checks, and money orders. Possesses basic math and computer skills. Assists members in opening new accounts, and verifying the information provided with outside services, as required, and understanding eligibility requirements for membership. Is able to navigate Microsoft Office applications and the Episys Core System. Is able to post routine transactions to the computer system without needing assistance, understanding how to determine who is authorized to conduct transactions on members accounts. Examine checks for endorsements and negotiability, and understands how to place appropriate holds when necessary Provide members with proper receipts for their transactions. Understands and can cross-sell all services offered by the credit union. Process stop payments on share drafts, ACH, and bill payments. Provide members with account status, including current balances, loan payoffs, and account history. Is able to accurately complete forms including but not limited to card orders, reloads, travel cards, card/check pick up, card disputes, and can order checks through the core. Demonstrate the ability to balance daily transactions quickly and accurately throughout the day and during the closing process, and understands and adheres to cash drawer limits. Demonstrates dependability, and the ability to work as part of a team. Able to scan member checks through ITC. Provides member phone, online chat, and email support. Able to accurately perform Shared Branching transactions, and review documentation for accuracy and completeness. Knows how to find divi