Part Time-Branch

SECU•Raleigh, NC

11d•Onsite

About The Position

The Branch role provides exemplary member service across delivery channels. The employee greets members, responds to their needs or directs them to the appropriate person, department, or resource, and provides information about accounts and Credit Union services. The position requires patience, enthusiasm, professionalism, confidentiality, maturity, and strong communication skills when serving members from across the community. The employee handles membership establishment, account opening and maintenance, cash management, member inquiries, safe deposit box services, and other branch services as needed. The role also includes transaction processing, balancing cash and branch equipment, maintaining records, handling cash deliveries and shipments, helping resolve account issues, processing certain credit advances with an approving officer’s consultation, and completing clerical tasks. The employee may train in other areas of branch operations as needed.

Requirements

Possess self-control, self-confidence, basic mathematical skills, organizational and communication skills, a positive attitude, and a neat appearance.
Use sound judgment and work well under pressure in a fast-paced environment.
Be willing to participate in ongoing training and professional development.
Complete other training and education as required by management.
Have basic computer skills.
Attend work in accordance with the assigned schedule and adhere to the manager-established work schedule and attendance policy.
Speak English fluently.
Cooperate and collaborate with coworkers.
Be cordial in interactions with members and coworkers.
Comprehend and carry out verbal and written instructions.
Be able to lift 5 pounds.

Responsibilities

Establish new memberships, open accounts, and process account changes.
Educate members about available services and recommend services based on their needs.
Enter required transactions into the Margo system and accurately balance the cash drawer.
Balance the vault, ATM, TCD, and coin sorter.
Operate the drive-thru window as needed.
Maintain daily and monthly records for vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and the coin sorter.
Prepare, order, and verify weekly cash deliveries and shipments.
Assist members with account problems, checking reconciliations, and transaction errors.
Grant subsequent advances on existing credit cards, open lines, and home equity lines of credit after consulting with an approving officer.
Answer phones, file paperwork, scan documents into the Image System, and perform other clerical duties as needed.
Train in other areas of branch operations as needed.
Perform other duties as assigned.