Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Training and development programs
flexible scheduling
Employee assistance program
Job Description
This job opportunity is offered by a reputable credit union that values exceptional customer service and member satisfaction. Credit unions are member-owned financial cooperatives that provide a variety of financial products and services, including checking and savings accounts, loans, and electronic banking, with a focus on benefiting their members rather than maximizing profit. This particular credit union aims to create a welcoming and supportive environment where members feel valued and assisted in a timely and efficient manner. Employee roles here emphasize relationship building, service orientation, and proactive assistance to meet members' financial needs.
The position available is for ... Show More
The position available is for ... Show More
Job Requirements
- High school diploma or GED
- Minimum six months customer service or reception experience
- Preferably credit union or financial experience
- Ability to stand for extended periods
- Ability to perform wrist and hand manipulation
- Good vision for computer and document review
- Clear speech and hearing for effective communication
- Ability to follow regulatory compliance guidelines
- Must complete annual BSA/AML training
- Ability to perform clerical tasks and multitask
- Strong interpersonal skills
- Proficiency with Windows-based computer systems
- Familiarity with ATM/ITM and debit card machines
Job Qualifications
- High School Diploma or GED
- Six months of customer service or reception experience
- Experience in credit union or financial services preferred
- Strong verbal and written communication skills
- Ability to engage in relationship building
- Positive and service-oriented attitude
- Proficient with computers and office equipment
- Knowledge of financial products and services
Job Duties
- Greet members and make them feel welcome
- Introduce members to new financial products and services
- Guide members on the use of ATM, ITM, and e-services
- Serve as the official greeter and first point of contact
- Update lobby tracker and route members to appropriate personnel or departments
- Monitor lobby wait times and keep members informed
- Assist members with account services like check orders, address changes, and stop payments
- Manage debit card services including issuance, renewal, disputes, and inventory control
- Maintain neatness and appropriate signage in the lobby area
- Order supplies for the Member Service Department
- Perform clerical duties including document preparation and mail distribution
- Schedule FedEx pick-ups and manage incoming mail
- Ensure compliance with Bank Secrecy Act, Anti-Money Laundering, OFAC, CIP, and other regulations
- Complete annual BSA/AML compliance training
- Perform other duties as assigned
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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