Personal Financial Representative I

Infuze Credit Union•Waynesville, MO

14h

About The Position

The Personal Financial Representative I performs limited transactional duties to serve credit union members, receiving and paying out funds with a high degree of accuracy. The role maintains accurate transaction records and provides basic cash receipt and payment services in accordance with credit union policies and procedures. The representative builds relationships with members, responds to requests helpfully, processes transactions, maintains knowledge of teller-related products and procedures, and promotes other credit union services. The role also balances and stocks the teller station, addresses discrepancies and equipment malfunctions, checks night depository bags, and follows applicable company policies, laws, and regulations.

Requirements

High school diploma or GED.
Cash handling experience.
Interpersonal skills, including verbal communication.
Clerical skills, including navigating a computer system and typing, with familiarity with code input, screens, and terminology.
Ability to perform detailed work functions with minimal errors.
Ability to maintain a professional image and remain calm in stressful situations.
Regular, reliable, and timely attendance.
Ability to work extended hours or travel off-site whenever required or requested by management.
Ability to bend, sit, and stand; occasionally lift up to 50 pounds; and climb or descend stairs in an emergency.
Ability to operate standard office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Ability to routinely perform computer work for an average of 6–8 hours per day when necessary.

Nice To Haves

Six months to two years of similar or related experience is preferred.

Responsibilities

Build relationships and enhance the member experience by responding to requests in a friendly, helpful, and positive manner.
Process transactions promptly, efficiently, confidentially, and accurately.
Maintain current knowledge of credit union products and services handled or promoted by tellers, as well as relevant policies, procedures, rules, and regulations, including robbery procedures.
Promote, explain, and cross-sell credit union services, including consumer and mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, online banking, traveler’s checks, and money orders.
Balance the cash drawer at the end of the shift against a computer-generated proof sheet; research and resolve discrepancies and report them to a supervisor as necessary.
Count, check, and package coins and currency.
Keep the teller station stocked with forms, supplies, brochures, and other materials.
Report malfunctions of teller computers and other equipment used at the teller station.
Check night depository bags and record required information according to credit union procedures.
Comply with company policies and procedures and applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.