General Summary:Accurately and efficiently processes and records routine transactions for members - including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Processes new membership account requests and existing member account changes and updates. Promotes and advises on the Credit Union’s products and servicesJob Responsibilities:    Complying with and following Bank Secrecy Act regulations
    Recording all transactions promptly, accurately and in compliance with the Credit         Union’s procedures
    Ensuring compliance with all internal controls and established policies
    Posting transactions to member accounts accurately and maintaining member records/confidentiality
    Cash handling - deposits and withdrawals. Verifying for counterfeit currency
    Identifying members, validating and cashing checks
    Accepting checks and cash for deposit, checking the deposit slip for accuracy, and verifying checks for authenticity and negotiability
    Performing service for members such as ordering loan coupons, checks, preparing cashier’s checks, temporary checks, gift cards and issuing ATM/Debit cards
    Placing holds on accounts in accordance with Credit Union policy and procedures
    Receiving and verifying loan and VISA payments 
    Completing transfers, vouchers, and fees 
    Receiving and processing night and mail deposits
    Verifying ATM machines are free from tampering, processing deposits and settling the ATM.
    Attempting to resolve issues and problems with member accounts
       Processing daily totals and balancing currency, coin, and checks in cash drawer. Proving out at the end of the day
    Assisting with opening and closing the branch, by following the Credit Union’s procedures
    Opening new memberships, new deposit and checking accounts of all kinds, and explaining these products to members as required.
    Promoting all Credit Union products and services to members, referring them to the appropriate person/department, and taking applications
    Making referrals to the Investment & Retirement Center
    Providing notary service if licensed
    Proficient in the migration of members to the digital channels of the Credit Union
    Other duties may be assigned
 
