Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Training and Development
Paid holidays
Life insurance
Job Description
The hiring credit union is a member-focused financial institution committed to delivering exceptional service and innovative financial solutions to its community. As a credit union, it operates with the goal of serving its members' best interests by providing accessible and personalized banking products and services, including ATM and ITM solutions, debit cards, Safe Deposit Boxes, and various e-services. The credit union prides itself on fostering a welcoming atmosphere for all members and visitors by ensuring efficient and friendly service at every touchpoint. Emphasizing regulatory compliance, secure transactions, and member satisfaction, the institution maintains a high standard of operational excellence supported... Show More
Job Requirements
- High school diploma or GED
- Minimum 6 months customer service or reception experience
- Ability to stand for extended periods
- Capacity to work at a workstation for long durations involving wrist and hand manipulation
- Ability to clearly communicate verbally and in writing
- Physical ability to use computer monitors and review documents frequently
- Commitment to maintain a positive and proactive service attitude
- Willingness to complete annual regulatory compliance training
- Capability to follow instructions and perform clerical support tasks
- Experience with banking or credit union environments preferred
Job Qualifications
- High school diploma or GED
- At least 6 months of customer service or reception experience
- Previous credit union or financial industry experience preferred
- Strong verbal and written communication skills
- Ability to engage in relationship building and exhibit a service-oriented attitude
- Familiarity with credit union products and member services
- Knowledge of regulatory compliance principles such as BSA, AML, and CIP
- Ability to operate common office equipment including computers, scanners, and debit card imprinters
Job Duties
- Greet members and visitors as the official lobby greeter
- Update and manage the lobby tracker to monitor wait times and route members to appropriate personnel or departments
- Serve as ATM/ITM concierge, assisting members with ATM and ITM machine use
- Maintain cleanliness and appropriate signage in the main lobby area
- Assist members with Safe Deposit Box access when applicable
- Respond to general member inquiries regarding account information and available credit union services
- Provide support on account services including check orders, address changes, loan coupon requests, stop payments, and statement copies
- Assist members with debit card enrollment, usage, and disputes
- Maintain debit card printer, verify and file debit card reports, issue new and renewal debit cards
- Manage debit card inventory ensuring it is verified, balanced, and secured under dual control daily
- Handle member ID card issuance
- Order supplies for Member Service Department
- Perform overflow clerical duties within the branch
- Prepare and forward data and documents as requested by staff
- Distribute incoming mail and schedule FedEx pick-ups
- Comply with regulatory requirements including BSA, AML, OFAC, CIP, and Member Due Diligence
- Complete annual BSA/AML compliance training
- Perform other duties as assigned by management
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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