DUTIES AND RESPONSIBILITIES:
I – S4
AID, Inc principles to serve our members and meet CU sales and
a basic understanding of credit union products and services and
cross sell to meet member needs and reach assigned sales goals
effectively to the Branch regarding members and ensure proper sales
employee calendars and make appointments accurately when
process cash and check transactions through the ITM, including
large amounts of cash; balance to the core processing system and
ITM daily; process coin machine, have a thorough understanding of
common checks scams and detection of counterfeit notes; and have a
thorough understanding of Regulation CC, placing holds as
and advise members with maintaining accounts
and resolve basic complaints in a friendly and courteous manner.
card blocks, reorders, and new card request.
thorough understanding of night drop and ATM Deposit transactions
and when and how they are processed.
Shared Branch transactions following proper procedures
to members rates and fees for all accounts, based on Rate and Fee
through understanding of how we accept county property taxes and
Holiday Skip Payment, collect and post if applicable
transactions for corporate checks, cashier checks, and money
orders. Be well versed on the process of selling and recording cash
advance, gift cards, travel cards, and money orders.
basic understanding of Safe Deposit boxes, fees, and locations.
guidance of senior Virtual Teller Specialist and Virtual Branch
Manager, assist members with IRA/HAS questions and transactions.
compliance issues and attend and complete training as it relates to
a thorough understanding of Red Flags and Identity Theft
privacy of member information.
graduate from required Integrity Solutions courses and use in
and support the mission statement, vision statement and core values
an adequate amount of transactions and meet monthly sales and/or
to handle cash with efficiency and balance daily transactions in
accordance with balancing standards.
an organized, professional work area and assist in keeping the
branch presentable and supplies available.
genuinely interested in people, with abilities to deal with
different people and personalities.
with applicable procedures and policy manuals, Online Help, and
Answer Book, knowing where to look for answers to everyday
with Security Manual and procedures for burglary and fire,
participating in drills.
the security restrictions for daily transactions, realizing these
restrictions protect our members and our employees from being
victims of embezzlement.
to: work effectively, independently, or as part of a team; treat
members and employees with utmost courtesy, efficiency, integrity,
and professionalism and etiquette; articulate effectively.
to: operate 10-key adding machines (by touch), PC and learn to use
various software; operate basic office machines; complete general
typing, filing, and computer input tasks.
to report to work in other branches as assigned when necessary.
be bondable and hold a valid driver’s license and insurance.
all other duties which may be assigned by management.
School diploma or GED equivalent.
least one year experience dealing with cash and/or general
DEMANDS AND WORK REQUIREMENTS:
physical demands and work environment characteristics 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.
Physical Demands: While performing the duties of this job, the employee
is frequently required to stand and walk; sit; use hands to finger,
handle, or feel; and to talk and hear. The employee must occasionally
lift and/or move up to 50 pounds. Specific vision abilities required by
this job include close vision and ability to adjust focus.
Mental Demands: Continuous alertness to ensure accuracy; performance of
basic numerical calculations including decimals; reading, writing,
comprehend and analyzing; use of sound and mature judgement, reasoning,
and patience; work on several tasks simultaneously and be well-
organized in a fast paced environment. Frequent use of problem solving,
negotiating and cross selling of products and services.
Work Environment: The noise level in the work environment is usually
moderate. Exposed to hazard of robbery (training provided to minimize
risk). Works near moving mechanical parts of standard office equipment.
Occasional exposure to common chemicals used within an office.
Work Hours: This job can typically be done within a Monday thru
Saturday schedule; however, based on events, there will be times when
evening and weekend work is required with little or no notice.
Pre-employment drug test and
background check required.