Provide members with the forms necessary to transact business at the Credit Union.
Cross-sell products and services offered by the Credit Union.
Maintain current knowledge of all Credit Union policies and procedures, including compliance with federal laws and regulations as set forth by the NCUA and other regulatory agencies.
NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.Additional Functions
Process CTR reports, SAR reports, and monetary logs.
Assist with mailings, promotions and special projects as necessary.
Maintain Credit Union facilities.
Attend meetings, conferences and seminars relating to areas of responsibility.
JOB SPECIFICATIONS
Requires professional, well-developed interpersonal skills for communicating with members and co-workers.
Requires knowledge of Credit Union products, services, policies and procedures.
Requires completion of high school education.
Requires basic mathematical skills (calculations and concepts involving addition, subtraction, multiplication and division).
Requires previous work experience in cash handling, retail operations or customer service.
Intermediate working knowledge of PC applications (Office Suite).
Must maintain a good attitude about their job and the Credit Union.
Amount of Weight = 25 to 50 lbs. Kneeling = Occasional
Squatting = Occasional Push/Pull = Occasional
Bending = Occasional Twisting = Occasional
DISCLAIMERThe above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
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