FINANCIAL SERVICE REP I (Universal Teller)

Members First Credit UnPensacola, FL
4d

About The Position

This is your chance to be part of the Members First Credit Union of Florida team, where you’ll make a difference every day. Our employees keep the satisfaction of our entire membership as a top priority. We are dedicated to showing the greatest attention and appreciation every time we work with our members. We are excited that you are considering a future with Members First Credit Union of Florida. It is through our employees that we consistently exceed the expectations of our members by providing superior service that coincides with our pillars of community, partnership, and family. POSITION SUMMARY  Represent the Credit Union in a professional and courteous manner. Must be service oriented and greet and serve the members and guests promptly and professionally in a concierge type of environment.

Requirements

  • High school diploma or the equivalent.
  • Knowledge and basic understanding of cash services and branch operations, procedures, products and services.
  • Must have good communication skills, professional appearance, and positive attitude.
  • Good math and typing skills are needed.
  • Ability to operate related computer applications, electronic services and other business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, and telephone.
  • Must be bondable.

Nice To Haves

  • Cash handling experience preferred, but not required.
  • Abilities generally acquired on the job in 12 months.

Responsibilities

  • Serves as the primary member contact person for the Credit Union by greeting members and guests to the Credit Union in a professional, concierge manner.
  • Performs routine member transactions in the lobby or drive-thru area, including deposits, withdrawals, check cashing, official checks, money orders, cash advances, loan payments, line-of-credit advances, wires, electronic services, and miscellaneous sales (i.e. pre-paid cards and discounted movie tickets).
  • Monitors amounts and examines negotiable documents for endorsement to detect and resolve discrepancies promptly.
  • Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
  • Assists with ATM balancing and processes deposits for ATM and night deposit.
  • Presents, explains and actively cross-sells Credit Union products and services to members and assists in meeting their financial needs, including all types of available accounts, rates, and other related services.
  • Close depository accounts offered by the Credit Union with supervisors’ assistance.
  • Orders checks, completes and processes stop payments, change of address, payroll deduction, and authorization forms.
  • Performs file maintenance as needed.
  • Solves account problems for members by listening, collecting data, securing answers and reporting results to the inquiring party.
  • Keeps supervisor informed of any significant problems or concerns.
  • Ensures that work area is clean, secure, and well maintained.
  • Maintains and projects the Credit Union’s professional reputation and the privacy of its members.
  • Required to follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC and the USA Patriot Act, Customer Identification Program (CIP) and Customer Due Diligence (CDD). Understands that failure to comply with these requirements may be subject to strong disciplinary action, up to and including termination by the Credit Union, as well as civil and criminal penalties.
  • Performs other duties as assigned.
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