Job Description
Position Summary: Responsible for transacting business efficiently and accurately on member accounts.Participates in the promotion of the Credit Union products and services to existing and potential members.Maintain quality service standards set by the organization.
Essential Duties and Responsibilities - Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts.
- Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault.
- Cross sell products and services to members by assisting or referring the member to an appropriate representative. Participate in the sales program, contests, telemarketing and meetings. Accurately track all referrals/sales.
- Answer basic member inquiries pertaining to their account.
- Conduct routine research on member accounts as necessary or requested.
- Assists members by accepting and/or completing applicable forms.
- Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties & Responsibilities - May be required to work weekends and/or extended hours, to include offsite events.
- Perform other duties as assigned.
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear.The employee is frequently required to stand and reach with hands and arms.The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds.Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Minimum Qualifications (Education, Experience, Skills)- High school diploma or equivalent.
- Willingness to train and learn to cross-sell, up-sell and/or refer products.
- Must possess effective human relations and communication skills.
- Professional appearance and demeanor.
San Diego County Credit Union
Job Tags
Weekend work,