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Member Specialist (Teller)
Job
Heritage Valley FCU
York, PA (In Person)
Full-Time
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Job Description
PURPOSE :
Provides prompt, courteous service to members as a universal employee who can assist members with a full range of financial services and products. Expand member relationships through cross-selling of credit union products and services that best suit our member's lifestyle.ESSENTIAL FUNCTIONS
- Build relationships and enhance member experience, respond to member requests in a friendly, helpful and positive manner.
- Process teller transactions in a prompt, efficient, confidential and accurate manner.
- Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
- Balance cash drawer at the end of shift and compare totaled amounts to computer generated proof sheet; research and resolve discrepancies; report any discrepancies to the supervisor as necessary.
- Assists with audits of member specialists, cash dispense equipment, vault and monthly alarm/maintenance reporting.
- Assists with ordering money and/or balancing the vault.
- Serves as a back up to the manager to assist membership with opening new accounts, resolving issues, etc.
- Develop an understanding of credit union history, philosophy, organization, by-laws and operational procedures.
- Promote, explain and cross-sell other credit union products and services to help grow and expand the member relationship.
- Attend training and meetings as scheduled.
- All other duties as assigned.