Clerk

Job Title

Job Overview: Pay Range: $21.00hr - $25.00hr Requirement/Must Have:

• Minimum 2+ years of customer/member service with a credit union or bank.
• Previous cash handling experience with a credit union and/or bank.
• Ability to perform job functions independently or with limited supervision.
• Ability to work effectively either on own or as part of a team.
• Strong verbal and written communication skills.
• Ability to speak and write clearly and effectively.
• Capable of dealing calmly and professionally with numerous different personalities from diverse cultures.
• Ability to demonstrate high levels of service and discretion when dealing with the public.
• Ability to perform responsibilities with composure under the stress of deadlines and requirements for extreme accuracy.
• Ability to effectively handle multiple, simultaneous, and changing priorities.
• Capable of exercising highest level of discretion on both internal and external confidential matters.
• Compliance with policies and procedures, rules and regulations including the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Controls.

Responsibilities:

• Serve as a liaison between the member and the credit union.
• Provide account information, open new accounts and handle members daily credit union needs.
• Maintain all member information in a secure manner.
• Greet and welcome members and visitors to the credit union in a professional manner.
• Provide prompt, efficient and accurate service in the processing of transactions.
• Respond to member requests, concerns and questions presented via email, phone calls, walk-ins, and member relationship software.
• Assist members with plastic card related issues including mailing cards.
• Set up new account files and provide members with all necessary information for membership.
• Promote credit union products and services based on members needs.
• Perform account maintenance on member accounts when requested with proper documentation.
• Perform teller duties as a backup, including receiving checks and cash for deposit and verifying amounts.
• Process loan payments and credit card payments.
• Cash checks and pay out money after verification of signatures and member balances.
• Place holds on accounts for uncollected funds in accordance with policies and procedures.
• Enter transactions into computer systems to record transactions and issue receipts.
• Answer telephones and provide members with information as requested.

Nice to Have:

• Fiserv/DNA core experience.

Skills:

• Customer Service.
• Cash Handling.
• Account Maintenance.
• Banking Transactions.
• Fiserv/DNA.
• Bank Secrecy Act Compliance.
• Patriot Act Compliance.
• Office of Foreign Assets Controls Compliance.

Qualification And Education:

• Minimum 2+ years of experience in a credit union or banking environment.