Branch Clerk

1st Community Federal Credit Union; Fort Stockton (TX); On-site; USD 29,723 - 31,200; Part time

Job summary

1st Community Federal Credit Union in Fort Stockton, TX is hiring a Part Time Member Services Associate to greet members, open accounts, process loans, and cross-sell credit union services.

Responsibilities include handling cash, posting transactions, answering questions, and maintaining accurate records. A high school diploma and customer service experience are required; banking experience is preferred.

Qualifications

• Education: High school diploma or equivalent.
• Experience: Two years public contact experience in customer service and one year cash handling, preferably in a financial institution.

Responsibilities

• Greets members and visitors in a courteous, professional manner.
• Assists members with services and account questions, quoting rates when applicable.
• Cross-sells Credit Union products and services to meet member needs.
• Receives loan requests in person or by phone and forwards documents to Loan Officer.
• Opens a variety of accounts and sets up direct deposits, ATM access, and online services.
• Balances cash and postings daily and maintains accurate account records.
• Responds to member questions and resolves problems to ensure satisfaction.

Skills

Customer service

Cash handling

Cross-selling

Education

High school diploma or equivalent

Job description

Job Details
Job Location: 1st Community Federal Credit Union FS - Fort Stockton, TX 79735
Position Type: Part Time
Salary Range: $14.29 Hourly

Under general supervision, and in accordance with established policies and procedures, provides a high quality of service in greeting members, opening accounts, processing loans, cross-selling other Credit Union products and services, paying/ receiving cash, transfers, payments, selling various instruments, and maintains accurate records of all transactions. Balances and verifies cash totals daily. Responds to member questions and problems with the ultimate goal of becoming the member’s PFI (Primary Financial Institution).

PRIMARY DUTIES

• Greets members, loan applicants and other visitors to the Credit Union. Represents the Credit Union in a courteous and professional manner.
• Follows the expectations set in the Member Service Values.
• Assists members and potential members, providing services such as answering questions, quoting rates, providing balances, researching and resolving problems related to member services and accounts.
• Consistently listens to members and observes documents looking for ways to help members identify and satisfy their financial service needs by cross-selling other Credit Union services.
• Receives loan requests in person or by telephone or receives information from loan officer. Ensures loan application is current, and that all information is complete. Pulls credit report if needed and forwards all documents necessary for Loan Officer review
• Opens a variety of accounts, such as savings, checking, term share certificates, money market accounts, IRAs, and club accounts. Signs members up for services such as direct deposit, Texas Teller, ATMs, CU Easy, Bill Payer, Master Money debit card. Provides information on all relevant products and services.
• Sets up and maintains loan files, prints necessary forms, explains forms and terms to member, posts loan, disburses funds, records on loan minutes sheet. Follows up on loan documents which have not been returned. Communicates with Loan Officer and member as necessary.
• Monitors loans to ascertain that all documents, files, and computer records are accurate and complete.
• Orders checks for members. Handles checking account problems, such as stop payments.
• Assists members in reconciling checking accounts.
• Follows through on all problems and requests for service or loan information, ensuring member satisfaction.
• Performs clerical work associated with paying drafts and sending drafts for collection.
• Balances all work daily, including cash and other instruments.

Qualifications

• Education: High school diploma or equivalent.
• Experience: Two years applicable public contact experience in customer service, and one year cash handling, preferably with at least one year in a financial institution.