Address
Form of workPARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITYEMPLOYER
Role:
To assist the Credit Union in the achievement of its goal to always make a positive difference in each member's financial life. This is accomplished by providing the highest quality of service to internal/external members, identifying their financial needs and recommending products and services that would meet those needs. Additionally, you are responsible for completing the member's financial transactions in a professional and efficient manner, effectively listening and answering member's questions.
Major Duties and Responsibilities:
Role:
To assist the Credit Union in the achievement of its goal to always make a positive difference in each member's financial life. This is accomplished by providing the highest quality of service to internal/external members, identifying their financial needs and recommending products and services that would meet those needs. Additionally, you are responsible for completing the member's financial transactions in a professional and efficient manner, effectively listening and answering member's questions.
Major Duties and Responsibilities:
- While meeting the service standards for the Credit Union, receive and process member financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service. Balance cash drawer and daily transactions according to credit union policies and guidelines.
- Cross-sell credit union services to members.
- Perform a variety of miscellaneous tasks including ATM duties, completing logs and reports, typing, filing, computer input and answering the telephone.
- Perform other duties as assigned.
Expectations:
1. To deliver high quality member service
2. To provide friendly, professional and accurate service and support to all members and coworkers and achieve high ratings for Service Excellence.
3. To cross-sell the established number of new products per month focused on meeting the member's financial needs.
4. To function within the pre-set balancing standards policy.
5. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
6. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
7. To follow all security policies and procedures and report discrepancies or suspicious activity to
manager immediately.
Knowledge and Skills:
- Experience: One month to twelve months of similar or related experience.
- Education: A high school education of GED.
- Interpersonal Skills: Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring normal courtesy in providing assistance or information.
- Other Skills: Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an
employee encounters while performing the essential functions of this position. Reasonable
accommodations may be made to enable qualified individuals with disabilities to perform
the essential functions. While performing the essential duties of this position, the employee is regularly exposed to
a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully
perform the essential functions of this position, but do not necessarily constitute an
exhaustive list of all essential functions. To the extent required by any applicable law,
reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit,
stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones,
and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an
employee encounters while performing the essential functions of this position. Reasonable
accommodations may be made to enable qualified individuals with disabilities to perform
the essential functions. While performing the essential duties of this position, the employee is regularly exposed to
a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully
perform the essential functions of this position, but do not necessarily constitute an
exhaustive list of all essential functions. To the extent required by any applicable law,
reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit,
stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones,
and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
