Credit Union:

NW Priority Credit Union

Region:

SE Portland, OR

Closing:

8/1/2024

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Job Description:

  • Assists the COO with operational duties, reports, quality control, and procedures to maximize efficiency and work quality and provide consistent service to members.
  • Identifies and formulates audit procedures to ensure Credit Union policies and procedures adherence.
  • Makes sure the tasks assigned to the teller area are completed accurately and on time.
  •  Assists staff with member-related, operational, and procedural problems.
  • Provides support to teller area staff, answering questions on policies and procedures. Promotes a positive team environment.
  • Provides ongoing staff training in the areas of procedural changes, new developments or services, and general information.
  • Provides neat, well-organized, well-stocked branch facility so that staff can readily have forms available to provide service to members in an efficient, timely manner
  • Open, maintain, and update all Personal, Business, Trust, Deceased, and other special accounts, and refer members to other loan and investment services. Closes these services upon request.
  • Backup for teller row and floats to branches as needed. Performs all types of monetary/non-monetary transactions within established limits to prevent fraud and losses.
  • Maintains and enforces proper security of cash drawers, negotiable instruments, vault cash, and branch premises.
  • Researches and resolves member inquiries, completes appropriate documents and refers them to Accounting/Electronic Services for assistance when necessary.
  • Investigates, analyzes and resolves complaints, errors, and problems on members’ accounts. Provides a high degree of member-conscious service with the latitude to waive fees and make exceptions with discretion.
  • Provides feedback to the COO in pertaining to overall performance and developmental opportunities.
  • Audits signature cards for accuracy, return statements/mail, and closed accounts.
  • Back up to balance, replenish cash, and complete documentation for ATM.
  • Works with Compliance with various tasks.
  • Backup for receptionist when needed.
  • Assist with job assignments, training, and coordination of teller area when needed.
  • Responsible for complying with all laws, statutes, rules, and regulations that govern the credit union, including but not limited to all components of the Bank Secrecy Act provisions of the US Patriot Act.
  • Participate in required meetings and training.
  • Performs other duties as assigned by management.

Job Experience: Minimum of 5 years in financial services in the branch operational area. Required cash handling and opening of special accounts, such as trust, rep payee, deceased, business and personal accounts. Minimum of 2 years in a supervisory role.

Software Skills: Excellent computer skills with knowledge of Microsoft Office software.

Physical Demands: Required to sit for extended periods and occasional walking to provide member services. Required to lift up to 50 lbs. (coin bags). Noise levels are moderate to high in immediate area, and a standard hearing range is necessary to communicate by telephone and in person with staff and members.

Work Conditions: Regular work day with occasional overtime. Ability to travel to branch locations. Exposed to potentially hazardous conditions (robbery).

Other Skills: Strong organizational and analytical skills required to resolve member/staff questions or problems. Must maintain a high degree of accuracy in handling cash, balancing a cash drawer, and entering member transactions into the computer. Must demonstrate excellent written and oral communication skills. Strong interpersonal skills to represent the Credit Union professionally and positively to members and to interact daily with staff and management. Ability to exercise judgment and maintain confidentiality in dealing with membership and staff. Ability to complete or resume tasks despite interruptions.