Job description

Texhillco School Employees Federal Credit Union

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POSITION DESCRIPTION

POSITION TITLE: Full Time Customer Service

REPORTING RELATIONSHIPS

POSITION REPORTS TO: CEO (in absence of CEO then CFO) – follows instruction of Head Teller

POSITIONS SUPERVISED: N/A

POSITION PURPOSE

Perform transactional duties to serve members by receiving or paying out funds with a high degree of accuracy. Maintain accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate, and efficient member transactions.

2. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records.

3. Cash share drafts/checks and process withdrawals; pay out money after verification of signatures and member balances.

4. Answer phone calls.

5. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.

6. Promote, explain, and cross-sell other credit union services.

7. Receive and apply member loan payments. Enter payments into computer including RDC.

Generate member receipts.

8. Place hold on accounts for uncollected funds.

9. Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the Head Teller as necessary.

10. Ensure that the teller station is properly stocked with forms, supplies, brochures, etc. under the direction of the Head Teller.

11. Perform filing duties as needed.

12. Report malfunctions of teller terminals and other equipment used at the teller station.

13. Check night depository/daily mail and record proper information according to credit union procedures.

14. Assist with applications for Back to School/Christmas/New Hire loans as needed

15. Perform other duties, projects or tasks as assigned.

QUALIFICATIONS

EDUCATION/CERTIFICATION: A high school education or GED.

REQUIRED KNOWLEDGE: Thorough knowledge of principles and processes for providing member and personal
services. This includes member needs assessment, meeting quality standards for services, and evaluation of member satisfaction.
Knowledge of Teller policies and procedures.
Understanding Credit Union operations and philosophy.

EXPERIENCE REQUIRED: Abilities generally acquired on the job within 12 months. Prior customer service and/or
cash handling experience preferred.

SKILLS/ABILITIES: Excellent oral communication and public relations skills. Bilingual helpful but not required.
Professional appearance, dress, and attitude.
Working knowledge of related computer systems and applications.
Solid math skills.
Demonstrates carefulness about detail and is thorough in completing work tasks.
Maintains confidentiality related to Credit Union operations and work-related information.

TOOLS/EQUIPMENT:

Customer Relationship Management CRM Software
Electronic Mail Software – Email software; e.g. Microsoft Outlook
General – General office equipment such as calculators, computers, photocopiers, and scanners. Including postage machine, coin counting, and cash counting machines.
Internet Browser Software – Web browser software; Microsoft Edge; Mozilla Firefox; Google Chrome
Operating Systems Software – Computer operating systems; e.g. Microsoft Windows
Computer Software – MS Office; Word, Excel, etc.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
Finger Dexterity: To individually, or as a group, flex and extend fingers for fine and precise manipulation of small items, or to activate a keyboard mouse. Handling or touching with the fingers, e.g., turning switches on/off, using a telephone push button or 10-key calculator.
Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
Pulling: Using upper body to exert force in order to draw, haul, or tug objects in a sustained motion.
Pushing: Using upper body to press against something with steady force in order to thrust forward, downward or outward.
Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.
Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

WORKING CONDITIONS

None. No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Establishing Work Relationships - Establishes and maintains cooperative working relationships.
Number Facility – The ability to add, subtract, multiply, or divide quickly and correctly.
Oral Comprehension — Listens to and understands information and ideas presented through spoken words and sentences.
Oral Expression — Communicates information and ideas in speaking so others will understand.
Speed of Closure - Quickly makes sense of, combines, and organizes information into meaningful patterns.

Written Expression — Communicates information and ideas in writing so others will understand.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to include essential functions and basic duties typically demonstrated by someone in the position. Peripheral tasks, only incidentally related to each position, have generally been excluded. Knowledge, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the functions, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employment-at-will does not impact the employee’s right to negotiate singly or in a group and participate in concerted activities regarding the terms and conditions of their employment under the NLRA. Employees can be terminated for any reason not prohibited by law.

Job Type: Full-time

Pay: $15.00 - $18.00 per hour

Benefits:

• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

COVID-19 considerations:
We do not require masks. If you are exhibiting any illness or fever, we will reschedule.

Education:

• High school or equivalent (Preferred)

Language:

• Spanish (Preferred)

Work Location: One location

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