Heritage Family Credit Union | Rutland, VT
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Responsible for establishing and maintaining effective and professional business relations with members. Greet and welcome members to the credit union in a friendly, professional and timely manner.
Provide prompt, accurate, and efficient member service providing basic cash receipt and payment services in accordance with credit union policies and procedures. Maintain privacy of member account information.
Receive share drafts/checks, cash, and process payments for deposit to member accounts. Verify amounts, examine checks for document validity, proper endorsement, and enter deposits accurately into the member’s account on the computer system. Cash share drafts/checks and process withdrawals; pay out money after verification document validity, member identity, signatures, and member balances. Generate member receipts.
Ensure holds are placed on checks received in accordance with the credit union policies and Reg. CC regulations.
Respond to and help resolve member inquiries and requests regarding their accounts in a helpful, friendly, and professional manner.
Promote, explain, and cross-sell credit union services. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers.
Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research and resolve discrepancies and report any discrepancies to the supervisor as necessary.
Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
Attend training sessions (CUPATs) and complete required training in a timely manner. Attend and participate in other group or company meetings as required.
Be aware and alert at all times to any member entering the credit union and acknowledge their presence as soon as possible for safety and security reasons.
May perform a variety of other functions including working in a drive-up station, assisting with ATM servicing/maintenance, or cash vault duties. Assist with processing mail, check scanning, and ensure teller station is properly stocked with forms, brochures or other supplies as needed.
Establish and maintain effective coordination and working relationships with area personnel and with management. Keep supervisor informed of area activities and of any significant problems or concerns.
Maintain a clean and well organized work area as well as assist with the kitchen cleaning duties and contribute to the overall cleanliness of the HFCU properties.
Performs other duties as required or assigned and assist other department staff as needed
Handle all information/documents in a confidential and secure manner at all times. Be aware of surroundings when working with member files and when speaking with members, both in person or over the phone, when discussing or gathering personal and confidential information.
Cash handling skills, good organizational, communication (strong verbal and listening skills) and business writing skills to exhibit professionalism and deal effectively with internal and external contacts.
Conscientious, comfortable with detail, and the ability to be multi-tasked to coordinate and prioritize the workday efficiently. Comfortable working under pressure, self motivated and able to work in a team environment.
Ability to work cooperatively with others to identify, recommend and implement opportunities for increased efficiency.
A high school diploma or equivalent. Retail customer service experience and/or experience servicing within a financial institution preferred.
Cash handling experience strongly desired. Experience and accuracy with balancing a cash drawer and handling cash during customer transactions. Excellent customer service and verbal communication skills are required with the ability to communicate clearly and effectively both in person and over the phone.
Good math skills, basic computer knowledge, proficient use of calculator, keyboard, and experience with Microsoft Office Products required. Experience with financial institution software systems preferred.
This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Stretching breaks are recommended to avoid injury. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs.
This Job Description is not a complete statement of all duties and responsibilities comprising this position. Heritage Family Credit Union reserves the right to revise or change the essential functions and employment standards as the need arises. This description does not constitute a written or implied contract of employment.