Monticello, Indiana, United States · On-site
$13/hr–$20/hr
Role: Performs transactional duties to serve members by accurately receiving or paying out funds. Maintains accurate transactional records, providing basic cash receipt and payment services per credit union policies and …
Skills: Cash Handling, Financial Transactions, Member Service, Compliance, Cross-selling
Lafayette, Indiana, United States · On-site
$17/hr–$26/hr
Role: Assists new and existing members with their financial needs, opens and closes various types of accounts, processes transactions, resolves account problems, and provides assistance and information regarding other pr…
Skills: Account Management, Financial Transactions, Customer Service, Cross-selling, Compliance
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Processes member financial transactions such as deposits, withdrawals, and loan payments while maintaining accurate records. Provides quality member service and identifies opportunities to cross-sell credit union products.
Requires a high school diploma or GED and between one to twelve months of related experience. Must possess strong interpersonal skills and the ability to operate general office and cash-counting equipment.
Role: Performs transactional duties to serve members by accurately receiving or paying out funds. Maintains accurate transactional records, providing basic cash receipt and payment services per credit union policies and procedures.
Essential Functions & Responsibilities:
• Receives and processes member financial transactions, including deposits, withdrawals, wire, and loan payments; sells money orders and cashier’s checks to members; makes transfers from member accounts as directed.
• Balances cash drawer and daily transactions.
• Reviews member documents and processes to ensure compliance with federal regulations, organizational policies, and procedures.
• Responsible for providing a quality member service experience. Provides routine information concerning services; directs members to appropriate departments for specific information and services.
• Verifies and posts transactions to member accounts and maintains member and credit union records.
• Identifies opportunities to cross-sell products or services to members.
• Performs various miscellaneous tasks, including filing, copying, data input, and answering the phone.
• Opens and closes the Member Center.
• Performs other job-related duties as assigned.
Knowledge & Skills: .
Experience: One month to twelve months of similar or related experience.
Education: A high school education or GED is required.
Interpersonal Skills: Effective communication with contacts inside and outside the organization is essential. Fostering relationships with other entities (companies and individuals) is necessary and often requires the ability to influence and sell ideas or services to members or others. The role requires a significant level of emotional intelligence. Other Skills: General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate check scanning software, coin counting, and cash counting machines. Maintains confidentiality related to credit union operations and work-related information.
Physical Requirements: Frequently stands or sits in a stationary position.
This Job Description is not a complete statement of all the position’s duties and responsibilities
MAKING A DIFFERENCE, SHARING THE BENEFITS
Our Vision Making a difference. sharing the benefits. As a member-owned financial institution, our priority is to provide quality financial services that consistently exceed expectations and mutually benefit our members and their credit union. Our vision is to serve as our member’s primary financial institution by tailoring products and services that meet their financial goals and objectives.
Offices: 1115 Sagamore Parkway S, Lafayette, IN 47905, US · 730 Twyckenham Blvd, Lafayette, IN 47909, US · 1251 Cumberland Ave, West Lafayette, IN 47906, US · 818 West Fisher St, Monticello, IN 47960, US · 1855 State Road 28 West, Frankfort, IN 46041, US
MAKING A DIFFERENCE, SHARING THE BENEFITS
Our Vision Making a difference. sharing the benefits. As a member-owned financial institution, our priority is to provide quality financial services that consistently exceed expectations and mutually benefit our members and their credit union. Our vision is to serve as our member’s primary financial institution by tailoring products and services that meet their financial goals and objectives.
Offices: 1115 Sagamore Parkway S, Lafayette, IN 47905, US · 730 Twyckenham Blvd, Lafayette, IN 47909, US · 1251 Cumberland Ave, West Lafayette, IN 47906, US · 818 West Fisher St, Monticello, IN 47960, US · 1855 State Road 28 West, Frankfort, IN 46041, US
