Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills)High school diploma or equivalent . year of customer service experience. Willingness to train and to learn how to identify members' needs to effectively offer or refer credit union products and services. Cash handling experience preferred. Must possess effective human relations and communication skills. Professional appearance and demeanor. Essential Duties and Responsibilities. Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts. Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Answer basic member inquiries pertaining to their account. Conduct routine research on member accounts as necessary or requested. Assists members by accepting and/or completing applicable forms. Participate in AML/ BSA compliance training as assigned. Adhere to credit union AML/ BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties & Responsibilities. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned.

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