Clerk
SGF Global
Clerk
We are looking for a motivated and detail-oriented individual to join our client's team in the financial sector. In this role, you will contribute to serving as a liaison between the member and the credit union, providing account information, opening new accounts, and handling daily credit union needs.
Responsibilities
- Greet and welcome members and visitors to the credit union in a professional manner.
- Respond to member requests, concerns, and questions in a professional and timely manner.
- Assist members with their plastic card related issues, including mailing cards if necessary.
- Open new accounts and service existing accounts, setting up new account files and providing members with all necessary information for membership.
- Promote credit union products and services based on member's needs.
- Perform account maintenance on member accounts when requested, with proper documentation/authorization.
- May perform teller duties as a Backup Teller, including receiving checks and cash for deposit and verifying amounts.
- Ensure propriety and confidentiality of members' information.
- Ensure compliance with policies and procedures, rules, and regulations including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Controls.
- Other duties as assigned.
Requirements
- Minimum 2 years of customer/member service experience 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.
- Strong oral and written communication skills; ability to speak and write clearly and effectively.
Who We Are
SGF Global is an integrated talent solutions provider, offering staffing, recruitment, Employer of Record (EOR), nearshore, and consulting services across a wide range of industries in 35 countries. We're a dynamic, people-first organization where fresh ideas are always welcome. Our culture is built on collaboration, innovation, and a genuine passion for helping people grow. At SGF Global, smiles are part of the dress code, and every voice matters.
Are you looking to join an organization where your ideas are valued, your growth is supported, and your work makes a global impact? We're always looking for talented individuals who are ready to make a difference.
- Explore opportunities
- Grow your career
- Be part of something global
- Your future starts here.
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