• Assists members in accurately opening new accounts.
• Performs monetary transactions.
• Complies with all requirements of the credit union’s Customer Identification Program.
• Identifies and cross-service/sell additional products and services to meet member needs.
• Assists members in accurately setting up direct deposits.
• Opens, processes, and closes IRA accounts (share and certificates).
• Assists members with consumer loan requests in accordance with current loan procedures.
• Assists in closing accounts.
• Handles security breaches and deceased accounts.
• Assists in initiating wire transfers, stop payments and account disputes.
• Promotes and sells third party member protection products.
• Participates in external marketing campaigns/promotions.
• Follows up communication with members via e-mail, phone, or mail.
• Performs other duties as assigned.

• Provides excellent member service (internally & externally).
• Achieves new accounts and loan production volumes as determined annually.
• Keeps up to date on credit union policies, procedures and services.
• Performs work with accuracy and completeness.
• Work performed in a timely manner.
• Disputes are resolved within established timeframes.
• No audit issues.
• Comply with all rules/regulations and procedures relating to member accounts, loan, and IRA information.

Education/Certification:

• High School or GED is required

Required Knowledge:

• Basic understanding of MS Office Suite is desired

Experience Required:

• One-two years teller / operations / customer service experience

Skills/Abilities:

• Excellent verbal and communication skills.
• Able to analyze and problem-solve.
• Able to prioritize workload and meet deadlines.
• Able to work independently and make sound decisions.