Part-Time Member Account Specialist (Teller) - Fishkill Branch

Job Description

Job Description

We are currently recruiting for a part-time Member Account Specialist in our Fishkill branch location.

Responsibilities include, but are not limited to:

• Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments. Receiving checks and cash for deposit to accounts, verifying amounts, examining checks for proper endorsement and follows fraud prevention procedures and funds availability. Performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act.
• Assisting with counting cash shipments, end of night balancing, opening and closing procedures. Performing first line maintenance of equipment (ITM, ATM, TCR) as well as reconciliation and settlement of equipment. Performing vault cash buy/sell as required.
• Assisting with daily vault and branch reconciliation as well as assisting members with routine Member Service needs, including but not limited to: Home Banking and Bill Pay needs including resetting passwords, unlocking accounts and similar activities; Issuing Instant Issue debit cards, adding cards, reset PIN tries, and perform research on Quick Assist or similar program. Printing images of member checks, statements, and starter checks and performing member contact information updates to include address, phone, e-mail address, as well as opening secondary savings accounts for existing members and Opening/Closing Safe Deposit Box agreements.
• Promoting, explaining, and cross selling all credit union products and services and maintaining daily teller referral tracking and submits to management as prescribed. Meeting or exceeding established individual teller referral and sales goals and maintaining an up-to-date and comprehensive knowledge on all credit union products and services. Performing member relationship calls as directed by the Branch Manager as well as assisting in the training and development of newly hired teller staff.
• Organizing workstation to maximize efficiency and maintain a professional appearance. Greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. Ensuring member requests and questions are promptly resolved as well as receiving and processing account information as needed. Maintaining privacy of member account information as well as performing daily cash settlement without differences in cash and checks. Maintaining balancing record of 90% or better and cash box limits as outlined in the Security Standards as well as secure money in cash drawer and recyclers/dispensers at all times.

Performance Measurements include:

• Displaying a thorough knowledge of the job and rarely needing to ask questions. Staying abreast of current trends affecting the financial services industry and having an overall knowledge of the credit union, its policies and procedures. Continually expanding knowledge and developing skills and assisting others in the office with daily operations, procedures, opening/closing in the absence of the branch manager. This also includes scoring 85% or higher on product knowledge assessments.
  
• Maintaining member service as a top priority, treating members and other employees professionally with courtesy and respect and upholding MHV Service Standards. Supporting organizational plans, initiatives and direction and maintaining an acceptable attendance/punctuality record including demonstrating adaptability and flexibility, as it pertains to work schedules in order to support the current business needs and is a team player.
• Maintaining confidentiality, promoting integrity, and supporting the corporate mission as well as maintaining a professional work environment and business-like appearance.
  
• Providing informed, prompt, accurate service and supporting to all members and associates by answering the telephone within two rings and responding to messages or correspondence within 24 hours. Carrying out assigned duties and responsibilities with minimal errors according to established department standards.
  
• Meeting or exceeding established individual sales goals and assisting in meeting the overall branch and organizational goals. Demonstrating sound judgment when making decisions and maintaining established cash limits, as well as PTs, ATMs, TCDs and Recyclers as assigned. Maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations.
  

Knowledge and Skills:

• One year to three years of similar or related experience.
• A high school education or GED.
  
• Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
  
• Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills (i.e., Microsoft Office).
• Candidates must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing / descending stairs in an emergency situation. A normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
  
• Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
• Candidates must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team and being able to read and carry out various written instructions and follow oral instructions. They also must be able to complete basic mathematical calculations, spell accurately, and understand computer basics as well as speak clearly and deliver information in a logical and understandable sequence.
• Candidates must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Being able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace is crucial to this role, as well as being able to effectively handle multiple, simultaneous, and changing priorities and being capable of exercising highest level of discretion on both internal and external confidential matters.
• Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available.

Equal Employment Opportunity Commitment

Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.