Handle establishment of new membership, open all accounts, and
process changes in accounts.
Educate members on available services and make recommendations based
on their needs.
Key all required transactions into the Margo system and balance cash drawer
with accuracy.
Balance the vault, ATM, TCD and coin sorter.
Operate drive-thru window as needed.
Keep daily and monthly records of the following reports: vault control,
returned checks, Visa gift cards, theme park tickets, forgeries, and coin
sorter.
Prepare, order, and verify cash delivery and shipment once a week.
Assist members with account problems, checking reconciliations, or
errors in transactions.
Grant subsequent advances on existing credit cards, open lines and home
equity lines of credit - consult with an approving officer prior to advance.
Answer phone, file paperwork, scan documents into Image System, and
perform other clerical duties as needed.
May begin training in other areas of branch operations as needed
Other duties as assigned.
Requirements
Should possess a high level of self-control, self-confidence, good basic mathematical skills, good organizational and communication skills, positive attitude, and neat appearance.
Fast-paced environment - must be able to use sound judgment when making decisions and work well under pressure.
Must be willing to engage in ongoing training and professional development.
Other training and education as required by management.
Should have basic computer skills.
Attendance in accordance with assigned schedule is required
Must be able to speak English fluently.
Must be able to cooperate and collaborate with co-workers.
Must be cordial in all interactions with members and co-workers.
Must adhere to the work schedule and attendance policy established by manager.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Benefits
Equity / stock options
Additional Information
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
PURPOSE:
To provide exemplary member service through all delivery channels, handle functions such as cash box management, account opening and maintenance, phone inquiries, safe deposit boxes, and all other services as needed.
DIMENSIONS:
This person greets members and responds to their needs or directs them to the appropriate person, department or source. Dispenses information about various types of accounts and other Credit Union services. Members compose a cross section of our community and require people oriented employees with patience, enthusiasm, professionalism, confidentiality, maturity, and good communication skills.
Ncsecu · Cary-macedonia Rd