Credit Union:

Peninsula Credit Union

Region:

Shelton, WA

Closing:

4/5/2025

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Job Description:

Primary Purpose of Job:  Serves as a Credit Union representative to the membership and public by accurately and efficiently performing all types of teller and basic new accounts transactions, and effectively cross-sells products and services on a consistent basis in a professional and courteous manner consistent with PCFCU’s Service Expectations.

Pay Range: $17.02-$24.11 per hour

 

Essential Job Functions and Responsibilities:

  • Treats others with courtesy and respect.  Acknowledges others in a prompt and friendly manner, valuing others and their time.
  • Utilizes appropriate resources to resolve problems effectively and accurately; actively looking for alternatives and solutions.
  • Develops valued relationships by establishing rapport to ensure continued financial partnerships.
  • Creates a positive experience by providing individualized service through the expression of appreciation and calling individuals by name.
  • Meets individual sales goals in order to support the achievement of overall CU goals.
  • Participates in and supports CU sales and service culture by pursuing CU product and services sales opportunities through follow-up calls, referrals, and other methods, with acceptable results, according to sales expectations.
  • Listens carefully to assess needs and identifies opportunities to offer appropriate product and service solutions.
  • Asks for the business by actively using effective closing techniques.
  • Demonstrates quality of work that meets expected standards in regard to neatness, errors, accuracy and completeness
  • Performs job responsibilities in the expected time frame, output of work, and productive use of time.
  • Demonstrates and maintains an up-to-date knowledge of and ensure compliance with applicable regulatory requirements, such as BSA, OFAC, CIP, and internal policies and procedures.
  • Works independently and maintains control/oversight of all assigned tasks and responsibilities in a timely manner.
  • Takes action without being told, seeks out new assignments, task and additional duties. Takes responsibility, initiative and ownership.
  • Demonstrates sound and appropriate decision-making processes.
  • Demonstrates a favorable image when representing the CU. Displays a high level of honesty, integrity, and confidentiality while exhibiting a professional demeanor.
  • Communicates positively to enhance team cohesion. Takes action to manage and resolve conflict.
  • Responds positively to instructions, and procedures, and change.
  • Demonstrates a positive attitude and actively works toward solutions.
  • Actively participates in team meetings, activities, and/or projects.
  • Works harmoniously with others in getting a job done.
  • Promotes, cross sells and opens basic new accounts, certificates, IRAs, and all safety deposit box procedures.

 

Education and Experience:

  • High School diploma or equivalent.

 

Knowledge, Skills and Abilities desired:

  • Ability to count, disburse, accept, record, and balance cash and negotiable items.
  • Ability to read, write, speak, and understand English well.
  • Experience in sales, cash handling, and customer/member service.
  • Good math and business aptitude.
  • Experience with computers, 10-key, and general office equipment.
  • Successful completion of MSR I career track requirement.
  • Proficient in advanced MSR procedures such as, but not limited to closed accounts, cross accounts, payroll distribution and DST.