Credit Union Service Specialist

Job Description:

TELLER DUTIES (Backup):
• Assist members in drive up, or at the front teller line.
• Maintain a cash drawer within credit union guidelines.
• Process teller transactions which may include withdrawals, deposits, Visa advances, loan payments etc.
• Assist guest members with allowed shared branching transactions.
• Process share draft check orders, stop payment, statement, share draft reconciliation and copy request and eService’s.
• Call Center backup.

MEMBER/ACCOUNT MAINTENANCE:
• Provides assistance with all credit union products and services, including IRA’s, business accounts, CD’s Trust Accounts and new accounts.
• Open and maintain new accounts, products and services.
• In addition, troubleshooting and research of accounts in cooperation with other departments if needed.

LOAN SUPPORT:
• Gather basic loan information and if needed, take paper application if needed. Refers to proper person for assistance and action needed.
• Overflow for loan calls if needed.
• Loan file auditing.
• Provide accurate quality services on loan inquires.
• Assist with Blue Book values

CRITICAL JOB FACTORS
• Dependability – Following through on assignments with ability to complete in a timely manner.
• Must be self-directed, take initiative and is proactive.
• Ability to adjust to changing work requirements and respond to new situations.
• Promote a positive, productive and professional working environment. Demonstrating sensitivity, cooperation, understanding and respect.
• Other duties as assigned by management.

BASIC REQUIREMENTS:
• Must be bondable.
• Professional appearance and demeanor.
• Must possess people skills; be friendly and outgoing with members and employees
• Excellent oral and written communication.
• High degree of accuracy and competence, including basic math.
• Maintain thorough knowledge of Credit Union philosophy.