Sno Falls Credit Union

Snoqualmie Washington

Staff

Stacy Dorn
stacyd@snofalls.com
(425) 831-3178

9/30/2017

Job Description:

DUTIES AND RESPONSIBILITIES:

 

  1. Develop an understanding of SnoFalls Credit Unions’ history, goals and philosophy and how these relate to the essential role of this position.
  2. Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
  3. Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.
  4. Respond to member’s request, problems, and concerns and/or direct them to the proper person for specific information and assistance.
  5. Become proficient in processing the following member transactions in a courteous, professional, accurate and timely manner:
  • Process member deposits and withdrawals
  • Cash checks according to Credit Union policy
  • Process loan and visa payments
  • Issue money orders / cashier’s checks
  • Process request for address changes.
  • Process member mail transactions
  • Mail receipts and checks to members as indicated by policy and procedure.
  1. Ensure that workstation is properly stocked with forms, supplies, etc.
  2. Balance transactions daily to ensure proper cash control, maintain daily limit in

Cash drawer according to standard procedures; ensure that cash drawer is secure at all times.

  1. Open new accounts and service existing account records. Provide all necessary disclosure information to member at account opening.
  2. Issue Certificates of Deposit and renew Certificates as necessary.
  3. Accept IRA deposits.
  4. Cross- sells Credit Union services such as online banking, bill pay and loan products.
  5. Order member checks as needed.
  6. Process Line of Credit advances as requested by members.
  7. Respond to and resolve member’s request, problems and concerns for debit card issues and online banking/bill payment issues.
  8. May be asked to assume supervisory responsibilities in the temporary absence of Member Service Supervisor and or Branch Manager.
  9. Perform other duties as assigned.

Education/Experience Required:

Highschool Diploma or above. At least 18 years of age.