Role:
To assist members with their financial transactions and account related inquiries. Attendance is an essential function of performing the duties of this job.
Essential Functions & Responsibilities:
60% - Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and VISA gift cards to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions.
20% - Conducts new account functions, including share, share draft, IRAs and certificates; explains various account and ownership options, providing the necessary counseling to meet member's needs and obtains the required information and documentation. Prepares all documents and paperwork; assists members with completing forms.
10% - Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner. Balances cash dispense machines and vault.
5% - Educate members on ACU products and services and cross-sells credit union services. Process domestic and international wires.
5% - Other duties as assigned.
PIe7d7c8e83328-30492-34912122
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