Full-Time Member Account Specialist (Teller) - Newburgh Branch

Mid Hudson Valley Federal Credit Union•Newburgh, NY

9d•Onsite

About The Position

We are currently recruiting for a Member Account Specialist (Teller) to work in our Newburgh Branch location. Ideal candidates must be willing to contribute to the success of the credit union by providing superior service according to MHV's Member Experience Journey and assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments in a friendly, respectful, courteous, and professional manner. Individuals must also contribute to member satisfaction and retention and expand member relationships by identifying and meeting members' needs by effectively cross selling all credit union products and services. They must also complete accurate routines to complex member transactions in accordance with credit union policy, regulatory compliance, and the Bank Secrecy Act. This role includes Saturdays and rotating shifts during the week to be a part of the regularly scheduled workweek.

Requirements

One year to three years of similar or related experience.
A high school education or GED.
Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills (i.e., Microsoft Office).
Candidates must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing / descending stairs in an emergency situation. A normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Candidates must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team and being able to read and carry out various written instructions and follow oral instructions. They also must be able to complete basic mathematical calculations, spell accurately, and understand computer basics as well as speak clearly and deliver information in a logical and understandable sequence. Candidates must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Being able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace is crucial to this role, as well as being able to effectively handle multiple, simultaneous, and changing priorities and being capable of exercising highest level of discretion on both internal and external confidential matters.
Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available.

Responsibilities

Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments as well as receiving checks and cash for deposit to accounts, verify amounts, examining checks for proper endorsement and following fraud prevention procedures and funds availability. This also includes performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act.
Assisting with counting cash shipments, end of night balancing, opening and closing procedures and performing first line maintenance of equipment (ITM, ATM, TCR) as well as reconciliation and settlement of equipment. Performing vault cash buy/sell as required, assisting with daily vault and branch reconciliation, and assisting members with routine Member Service needs, including but not limited to: Home Banking and Bill Pay needs including resetting passwords, unlocking accounts and similar activities, which includes issuing Instant Issue debit cards, add cards, reset PIN tries, and perform research on Quick Assist or similar program. This also includes printing images of member checks, statements, and starter checks and performing member contact information updates to include address, phone, e-mail address, opening secondary savings accounts for existing members and opening/closing Safe Deposit Box agreements.
Promoting, explaining, and cross selling all credit union products and services, maintaining daily teller referral tracking and submits to management as prescribed and meeting or exceeding established individual teller referral and sales goals. This also includes maintaining an up-to-date and comprehensive knowledge on all credit union products and services and performing member relationship calls as directed by the Branch Manager as well as assisting in the training and development of newly hired teller staff.
Organizing workstation to maximize efficiency and maintaining a professional appearance, which includes greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. This includes ensuring member requests and questions are promptly resolved, receiving and processing account information as needed, maintaining privacy of member account information and performing daily cash settlement without differences in cash and checks. Also maintaining balancing record of 90% or better, maintaining cash box limits as outlined in the Security Standards and securing money in cash drawer and recyclers/dispensers at all times.