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Role:

Works teller drawer (lobby and drive-up) processing share deposits, withdrawals, transfers, loan payments, Line-of-Credit add-ons, MasterCard payments and credit card advances, check cashing/processing, IRA contributions, Shared Branch transactions, money order sales, US Savings Bonds redemptions, requests to close accounts, and CoinStar transactions. Accepts Safe Deposit Box renewal payments and forwards receipts the Safe Deposit Box attendant. Accepts check reorders and address changes.

Essential Functions & Responsibilities:

• Receives and processes customer financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Verifies and posts transactions to member accounts and maintains member and Credit Union records.
• Greets members and provides routine information concerning services, and directs members to appropriate departments for specific information and service.
• Cross-sells Credit Union products and services.
• Performs a variety of miscellaneous tasks including filing, copying, data input, and answering the telephone.
• Performs other job related duties as assigned.

Performance Measurements:

1. Job functions are efficiently and accurately performed, and in compliance with established policies and procedures. 2. Consistently reliable in attendance, punctuality and dependability. 3. Communications with members and coworkers are professional, courteous, clear and concise. 4. Is trustworthy, represents EFCU in a professional manner and performs in a positive, constructive and supportive manner.

Knowledge and Skills:

Experience One month to twelve months of similar or related experience. Education A high school education or GED. Interpersonal Skills 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. Other Skills General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate encoding, coin counting, and cash counting machines. Basic knowledge of established teller procedures and policies. Understanding of Credit Union operations. Maintains confidentiality related to Credit Union operations and work-related information. Physical Requirements Work Environment This Job Description is not a complete statement of all duties and responsibilities comprising the position. Eglin Federal Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. AI Translation Assistant Opens in new window