Float

Solidarity Community Federal Credit Union•Kokomo, IN

About The Position

SUMMARY: Performs a variety of tasks for deposit and loan members; strives to retain present members and develop new business by extending professional and efficient service and suggesting additional services and products to serve members’ needs. DUTIES AND RESPONSIBILITIES: The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. This position can perform such duties as outlined in all current job descriptions. Processes member transactions including but not limited to deposits, withdrawals, checks, money orders, cashier’s checks and TravelMoney cards; ensures all necessary information is in place prior to completing transaction. Ensures completion of member transactions in a timely and courteous manner; provides members with account balance information and receipts. Opens and maintains accounts and safe deposit boxes. Advises and counsels new and existing members on all financial services including but not limited to deposit and loan-related products and services. Attracts new member relationships; retains and expands existing member relationships; initiates sales and cross-sells products and services to members. Provides assistance to members including but not limited to answering questions and resolving member issues. Performs required maintenance on member accounts. Responds to member inquiries regarding their accounts or company products/services in a professional and courteous manner. Responds effectively to members requesting to close their accounts, determining the reason and offering possible alternatives. Effectively identifies and responds to members’ needs. Reconciles checks and cash in drawer at shift completion. Maintains working knowledge of all company products and/or services. Prepares reports and correspondence as needed. Demonstrates a high level of professionalism in dealing with confidential and sensitive matters. The Head Teller will be responsible for the vault at the Branch and the Floats will serve as backups for the vault. When there are multiple Floats assigned to the Branch, the Float with the most seniority will choose whether to take on the first backup vault responsibilities. If they choose to decline, they will become the second backup for the vault. Floats assigned to the Branch temporarily for vacations and other time off will not get to choose whether or not they have vault responsibilities. Performs other duties as assigned by supervisor.

Requirements

High School diploma or general education degree (GED). One to two years related experience and/or training, or equivalent combination of education and experience preferred.
Proficient in Windows, Microsoft Office, internet and email.
Excellent customer service skills.
Excellent verbal and written communication skills.
Commitment to excellence and high standards.
Strong organizational skills; able to manage priorities and workflow.
Ability to work independently and as a member of various teams and committees.
Ability to understand and follow written and verbal instructions
Professional appearance and demeanor
Ability to perform diversified clerical functions and basic accounting procedures.
Ability to effectively communicate with people at all levels and from various backgrounds.
Must be able to speak, read, write, and understand the primary language(s) used in the workplace.
Acute attention to detail.
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

Nice To Haves

Bilingual skills a plus.

Responsibilities

Processes member transactions including but not limited to deposits, withdrawals, checks, money orders, cashier’s checks and TravelMoney cards; ensures all necessary information is in place prior to completing transaction.
Ensures completion of member transactions in a timely and courteous manner; provides members with account balance information and receipts.
Opens and maintains accounts and safe deposit boxes.
Advises and counsels new and existing members on all financial services including but not limited to deposit and loan-related products and services.
Attracts new member relationships; retains and expands existing member relationships; initiates sales and cross-sells products and services to members.
Provides assistance to members including but not limited to answering questions and resolving member issues.
Performs required maintenance on member accounts.
Responds to member inquiries regarding their accounts or company products/services in a professional and courteous manner.
Responds effectively to members requesting to close their accounts, determining the reason and offering possible alternatives.
Effectively identifies and responds to members’ needs.
Reconciles checks and cash in drawer at shift completion.
Maintains working knowledge of all company products and/or services.
Prepares reports and correspondence as needed.
Demonstrates a high level of professionalism in dealing with confidential and sensitive matters.
The Head Teller will be responsible for the vault at the Branch and the Floats will serve as backups for the vault. When there are multiple Floats assigned to the Branch, the Float with the most seniority will choose whether to take on the first backup vault responsibilities. If they choose to decline, they will become the second backup for the vault. Floats assigned to the Branch temporarily for vacations and other time off will not get to choose whether or not they have vault responsibilities.
Performs other duties as assigned by supervisor.