Branch MSR

Citizens Community Credit UnionFort Dodge, IA
199d

About The Position

Under general supervision, but following established policies and procedures, provides a variety of service functions including processing deposits and withdrawals, loan and credit card payments, and account inquiries. Enters transactions into the Credit Union computer-based system. Responds to questions and/or provides information upon request from members. Processes requests/transactions as appropriate. Assists members with their accounts and promotes additional credit union products and services, while focusing on the member experience.

Requirements

  • A high school education or GED.
  • Up to six months of similar or related experience.
  • Courtesy, tact, and diplomacy are essential elements of the job.
  • Ten key calculator and computer keyboard skills.
  • Ability to communicate effectively.
  • Basic computer skills.
  • Simple math and cash counting skills.

Responsibilities

  • Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and cashier checks to members; transfers amounts from member accounts as directed.
  • Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
  • Balances cash drawer.
  • Identifies cross-sell opportunities and cross-sells services to members.
  • Gathers member information and assures appropriate records are maintained.
  • Acts as liaison between members and various organizations and departments.
  • Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
  • Performs other duties as assigned.
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