Credit Union:

Self-Help Federal Credit Union

Region:

Sunnyside, WA

Closing:

1/1/2022

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Job Description:

Essential Responsibilities:

MEMBER SERVICING

  • Greet and welcome members and visitors to the credit union in a friendly and professional manner. Provide prompt, efficient and accurate.
  • Promote credit union products and services based on member’s needs
  • Open Dreamer Loans
  • Open new membership accounts.
  • Take applications and process consumer loans *
  • Provide general and specific service-related information concerning credit union services or policies in-person or by-telephone. 
  • Respond to members’ inquiries, requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.
  • Perform account transactions and maintenance as authorized, including processing share deposit payments, loan payments, CD transactions, lines of credit advances, and account transfers; disbursing cash and check withdrawals; monitoring receipts, counting cash and performing reconciliations; adding joint owners, completing address changes and competing any other necessary teller functions.
  • Refer mortgage loans to Branch Manager.
  • May be required to travel to cover other Branches.


CASH HANDLING AND BALANCING

  • Open, close and balance cash drawer daily. Maintain drawer cash levels within prescribed amounts.
  • Enter night, ATM and mail deposits.
  •  Handle Vault Teller responsibilities, managing, balancing and balancing flow of cash in and out of the vault.*
  • Balance ATM daily. (Part of dual control team.)

OTHER

  • Perform various administrative tasks.
  • Participate in activities to build new relationships such as business development.*
  • Identify and refer potential leads for business development.*
  • Mail receipts and checks to members as indicated by policy and procedure.
  • Research accounts for deposit, withdrawal, and loan-payment discrepancies.
  • Act as role model for teller staff
  • Support teller staff with guidance on more difficult transactions
  • Assist branch management with filing and record retention of daily reports
  • Provide supervisor overrides for cash withdrawals up to $5,000
  • Support management in providing feedback on teller performance*
  • Open and/or close in absence of supervisor, assistant branch manager and branch manager
  • Responsible of supervising the branch in the absence of supervisor, assistant branch manager and branch manager
  • Other duties, responsibilities, and projects as assigned.

*All job duties, responsibilities and projects to be performed in accordance with credit union policies and procedures.
*A Universal Banker must be able to competently perform all principal duties and responsibilities required of a Lead Teller.

Credentials, Experience and Skills:

  •  English/Spanish fluency is required.
  • High school diploma or equivalent
  • Three (3) to five (5) years of experience in banking or retail.
  • Ability to form and maintain strong relationships with internal and external customers.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers,
    common fractions, and decimals.
  • Knowledge of economic and accounting principles and practices, banking and the analysis and reporting of financial data.
  • Analytical and problem-solving skills.
  • Attention to detail.
  • Ability to effectively organize and prioritize work.
  •  Excellent interpersonal skills.
  • Ability to use keyboard and data entry skills.
  • May be required to travel to cover other branches.

Physical Requirements:

Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 40 pounds.