Member Experience Specialist FullTime Teller Donaldsonville Branch

ASCENSION CREDIT UNION; Donaldsonville (LA); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to perform transactional duties with a high degree of accuracy. This role involves greeting members, processing various transactions, and maintaining comprehensive knowledge of credit union products. You'll ensure accuracy in cash handling and provide excellent customer service in a sales-oriented environment. If you thrive in a dynamic setting and enjoy helping others, this position offers a great opportunity for professional growth and development in the financial sector.

Qualifications

• High school graduate or equivalent required.
• Must have excellent verbal and written communication skills.
• Experience in cash handling is essential.

Responsibilities

• Perform routine transactions including deposits, withdrawals, and loan payments.
• Maintain up-to-date knowledge of credit union products and services.
• Balance cash drawer and resolve discrepancies at the end of each shift.

Skills

Cash handling experience

Verbal and written communication

Organizational skills

Sales-oriented mindset

Computer knowledge

Education

High school diploma or equivalent

Tools

General office equipment

Job description

PURPOSE

Perform transactional duties by receiving or paying out funds with high degree of accuracy. Maintain accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.

DUTIES AND RESPONSIBILITIES

• Greet and welcome members in a courteous, professional and timely manner, providing prompt, accurate, and efficient service.
• Properly identify each member before servicing.
• Perform routine transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers, check cashing, gift card sales, etc. Process to include examining checks thoroughly (including endorsements verifications) before negotiating and verifying. Examine cash for accuracy and authenticity before performing transaction. Follow instructions when processing past due loan payments by alerting the collections designated person before processing. Provide transaction receipts for transactions processed.
• Place appropriate holds on accounts for uncollected funds according to Reg CC. Review account before performing transactions to be certain that transactions should be processed.
• Process mail transactions under dual control.
• Check night depository under dual control and process any deposits/loan payments/etc. daily.
• Maintain up-to-date and comprehensive knowledge of all credit union products and services. Promote, explain and cross-sell other credit union services such as consumer or mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, on-line banking, gift cards, e-statements and any other services and promotions.
• Maintain up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations related to financial transactions, including robbery procedures, security, Reg. CC, and BSA.
• Count and package coins and currency.
• Process shared branching transactions. Must be very knowledgeable of shared branching policies and procedures and receive annual training and testing.
• Balance cash in drawer and checks received to system totals at the end of each day/shift. Research and resolve discrepancies. Report any discrepancies to supervisor.
• Ensure workstation and lobby are properly stocked. Clean counter and station at the end of each day.
• Balance/add cash to ATM weekly under dual control.
• Assist with the balancing of the vault.
• Balance/maintain coin machine.
• Offer suggestions and ideas for changes to help better service members.

SKILLS, KNOWLEDGE, EXPERIENCE

• High school graduate or equivalent.
• Knowledgeable of computers and general office equipment
• Able to understand and follow verbal and written instructions.
• Must have excellent verbal and written communications skills.
• Must be organized, accurate and neat.
• Maintain professional appearance.
• Able to work well with credit union staff
• Able to work in a sales-oriented environment and look for sales opportunities.
• Cash handling experience.

This job description is not a complete statement of all duties and responsibilities for this position. It contains only the facts necessary to evaluate your position on a fair basis.