About The Position

This part-time position greets credit union members, responds to their needs, and directs them to the appropriate person, department, or information source. It provides information about accounts and other credit union services. The role serves a cross section of the community and calls for patience, enthusiasm, professionalism, confidentiality, maturity, and strong communication skills. The position handles new memberships, account openings, and account changes; educates members about available services; assists with account problems and transaction errors; and processes subsequent advances on existing credit cards and lines of credit after consulting an approving officer. It also includes phone coverage, filing, document scanning, and other clerical duties. The employee may begin training in other areas of branch operations and may be assigned other duties. The role is based in an office setting near other employees, with some background noise from colleagues, a copy machine, and telephones. SECU provides equal employment opportunity to qualified persons regardless of legally protected status. The credit union reserves the right to fill the role at a higher or lower level based on business need.

Requirements

  • Possess self-control, self-confidence, basic mathematical skills, organizational and communication skills, a positive attitude, and a neat appearance.
  • Use sound judgment in a fast-paced environment and work well under pressure.
  • Be willing to participate in ongoing training and professional development.
  • Complete other training and education as required by management.
  • Have basic computer skills.
  • Maintain regular attendance; attendance is mandatory.
  • Speak English fluently.
  • Cooperate and collaborate with coworkers.
  • Be cordial in interactions with members and coworkers.
  • Adhere to the work schedule and attendance policy established by the manager.
  • Communicate clearly, listen well, and comprehend and carry out verbal and written instructions.

Responsibilities

  • Greet members, respond to their needs, and direct them to the appropriate person, department, or source.
  • Provide information about account types and other credit union services.
  • Establish new memberships, open accounts, and process account changes.
  • Educate members about available services and recommend services based on their needs.
  • 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 an approving officer.
  • Answer phone calls, file paperwork, scan documents into the Image System, and perform other clerical duties as needed.
  • May begin training in other areas of branch operations.
  • Perform other duties as assigned.
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