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The primary function of this position is to assist the credit union in achieving its vision to become the preferred financial service provider for all members. This is achieved by providing outstanding service to both Internal and external members that meets the Service Promises and Standards of the credit union. A key component of this service is to identify the members’ financial needs and recommend appropriate credit union solutions. Safeguard member information and credit union vital records in a manner commensurate with the sensitivity of the information and in compliance with the credit union's information security policies, standards and procedures. Deliver exceptional level of service; cross-sell/refer credit union products and services; receive and pay out cash and negotiable items; keep records of cash and negotiable instruments involved in financial transactions by performing the various assigned duties; meet established service and referral goals; performs any additional duties as assigned by management.