Part Time - Branch

SECU•Carrboro, NC

1d•Onsite

About The Position

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! DIMENSIONS: This person greets members and responds to their needs or directs them to the appropriate person, department or source. Dispenses information about various types of accounts and other Credit Union services. Members compose a cross section of our community and require people oriented employees with patience, enthusiasm, professionalism, confidentiality, maturity, and good communication skills. DUTIES: Handle establishment of new membership, open all accounts, and process changes in accounts. Educate members on available services and make recommendations based on their needs. Key all required transactions into the Margo system and balance cash drawer with accuracy. Balance the vault, ATM, TCD and coin sorter. Operate drive-thru window as needed. Keep daily and monthly records of the following reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter. Prepare, order, and verify cash delivery and shipment once a week. Assist members with account problems, checking reconciliations, or errors in transactions. Grant subsequent advances on existing credit cards, open lines and home equity lines of credit - consult with an approving officer prior to advance. Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed. May begin training in other areas of branch operations such as insurance services, lending, tax preparation, etc as needed. Other duties as assigned.

Requirements

Should possess a high level of self-control, self-confidence, good basic mathematical skills, good organizational and communication skills, positive attitude, and neat appearance.
Fast-paced environment – must be able to use sound judgment when making decisions and work well under pressure.
Must be willing to engage in ongoing training and professional development.
Basic Modules as well as 10 Advanced Modules must be completed at this level; both are required prior to being eligible for promotion to FSR I.
Other training, modules and education as required by management.
Should have basic computer skills.
Regular attendance is mandatory.
Must be able to speak English fluently.
Must be able to cooperate and collaborate with co-workers.
Must be cordial in all interactions with members and co-workers.
Must adhere to the work schedule and attendance policy established by manager.

Responsibilities

Handle establishment of new membership, open all accounts, and process changes in accounts.
Educate members on available services and make recommendations based on their needs.
Key all required transactions into the Margo system and balance cash drawer with accuracy.
Balance the vault, ATM, TCD and coin sorter.
Operate drive-thru window as needed.
Keep daily and monthly records of the following reports: vault control, returned checks, Visa gift cards, theme park tickets, forgeries, and coin sorter.
Prepare, order, and verify cash delivery and shipment once a week.
Assist members with account problems, checking reconciliations, or errors in transactions.
Grant subsequent advances on existing credit cards, open lines and home equity lines of credit - consult with an approving officer prior to advance.
Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed.
May begin training in other areas of branch operations such as insurance services, lending, tax preparation, etc as needed.
Other duties as assigned.