Qureos Mentor

Rally Credit Union

<div>PRIMARY OBJECTIVE OF POSITION
Responsible for establishing new memberships and increasing existing member account relationships through sales and referrals to meet performance targets. Determine the member's needs, tailoring credit products to meet their unique financial needs and goals. Cross sells all products and services while adhering to credit union policy and procedures. 
 
ESSENTIAL JOB FUNCTIONS<ul><li>
Maintains excellence in delivering member service and exceeding the credit union and department service standards.
</li><li>Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions.
</li><li>Provide support to Receptionist area as needed.</li><li>
If applicable, provide access and servicing to safe deposit box for members. (Spohn location only).</li><li>
Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services.</li><li>
Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.</li><li>
Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members.
</li><li>Responsible for referring sales opportunities to other lines of business.
</li><li>Input loan t applications to include recommendation of loan opportunities and forward to MSR/MSO for decision.
</li><li>Maintain accurate data entry regarding member records, maintenance, and transactions; have the ability to find and correct errors.
</li><li>Ensure the protection of the credit union&rsquo;s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.</li><li>
Adherence to security, internal control procedures, policies and applicable laws and regulations.</li><li>
Adhere to mandatory compliance, product, and credit union training.
</li><li>Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
</li><li>Responsible for completing BSA/AML compliance training annually.
</li><li>All other duties as assigned.</li></ul>
RELATIONSHIPS AND CONTACTS
Supervise Approximately: None
Reports To: Branch Manager
Contacts: Frequent contact with members and other departments face to face and by telephone.
EDUCATION<ul><li>
Requires a High School Diploma or GED</li></ul>
EXPERIENCE<ul><li>
One (1) year experience in assessing and meeting member needs, with 6 months of financial/banking/CU experience preferred.</li></ul>
PHYSICAL REQUIREMENTS<ul><li>
Position involves wrist/hand manipulation, restriction to workstation for extended periods of time.
</li><li>May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.
</li><li>Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction.
</li><li>Position may require travel to alternate branch locations as scheduled or as business needs arise, including temporary or permanent assignments, to support operational requirements.</li></ul> 
 
MENTAL REQUIREMENTS<ul><li>
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
</li><li>Must have a strong ability to read and carry out various written instructions and follow oral instructions.
</li><li>Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
</li><li>The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services.
</li><li>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.
</li><li>Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace.
</li><li>Must be able to effectively handle multiple, simultaneous, and changing priorities.
</li><li>Must be capable of exercising highest level of discretion on both internal and external confidential matters.</li></ul>
EQUIPMENT REQUIREMENTS<ul><li>
Personal computer with windows environment, ATM/ITM, scanner, and cash advance machine, calculator, copy machine, Debit card imprinter.</li></ul>
I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my &quot;at-will&quot; employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.</div>

Member Service Assistant

<div>PRIMARY OBJECTIVE OF POSITION
Perform transactional duties to serve members by receiving or paying out funds with the highest of accuracy. Maintain accurate transactional records. Provide cash receipt, account, and payment services in accordance with credit union policies and procedures. Cross-sell and promote credit union products and services.
ESSENTIAL JOB FUNCTIONS<ul><li>
Maintains excellence in delivering member service and exceeding the credit union and department service standards; greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate and efficient member transactions.</li><li>
Provides account services to members by receiving deposits and loan payments; cashing checks; withdrawals; pays out money after verification of signatures and member balances, records night, and mail deposits; selling cashier's checks, and money orders.</li><li>
Verifies amounts, examines share drafts/checks for proper endorsement, and ensures accuracy when entering deposits into computer records.
</li><li>Cash share drafts/checks and process withdrawals; Redemption of savings bonds. Accept check copy request and check order request from members.</li><li>
Process all member requests, i.e., wire transfers, address changes, stop payment, or cash advances.</li><li>
Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers.</li><li>
Promote credit union services such as electronic services, debit and credit cards, money orders and safe deposit boxes.</li><li>
Cross-sells credit union products by answering inquiries; informing customers of new services and product promotions; ascertaining member&rsquo;s needs; directing members to a branch representative.</li><li>
Balance cash drawer at the end of the shift and compare totaled amounts to computer generated balance sheet. Research and resolve discrepancies. Report any discrepancy to the supervisor, as necessary.</li><li>
Scan daily work and perform such other teller functions that might be needed from time to time and assist others to complete tasks and work assignments.</li><li>
Ensure that teller station is properly stocked with forms, supplies, brochures, etc.</li><li>
Serve in a dual control role when needed.
</li><li>Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors.
</li><li>Adherence to security, internal control procedures, policies, mandatory training, compliance, product, and credit union training.</li><li>
Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures.</li><li>
Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.</li><li>
Responsible for completing BSA/AML compliance training annually.
</li><li>All other duties as assigned.</li></ul>
RELATIONSHIPS AND CONTACTS
Supervise Approximately: None
Reports To: Branch Manager or Teller Manager where applicable.
Contacts: Frequent contact face to face or by telephone with members and some contact with other departments.
EDUCATION<ul><li>
High school Diploma/GED is required.</li></ul>
EXPERIENCE<ul><li>
Requires communication, mathematical and general business knowledge or equivalent to satisfactorily perform the job duties.
</li><li>Six (6) months of cash handling or cross-selling experience is preferred.
</li><li>Most important to this position are accuracy, speed, customer relations, judgment, reliability, and ability to engage in relationship building, a highly positive, service orientated attitude.
</li></ul>PHYSICAL REQUIREMENTS<ul><li>
Position involves wrist/hand manipulation; restriction to workstation for extended periods of time; ability to lift up to 50 lbs.; ability to bend, stoop and reach overhead.
</li><li>Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.
</li><li>May required to stand for extended periods of time.</li><li>
Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction.</li><li>
Position may require travel to alternate branch locations as scheduled or as business needs arise, including temporary or permanent assignments, to support operational requirements.</li></ul>
MENTAL REQUIREMENTS<ul><li>
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
</li><li>Must have a strong ability to read and carry out various written instructions and follow oral instructions.
</li><li>Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
</li><li>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.</li><li>
Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace.
</li><li>Must be able to effectively handle multiple, simultaneous, and changing priorities.
</li><li>Must be capable of exercising highest level of discretion on both internal and external confidential matters.</li></ul>
EQUIPMENT REQUIREMENTS<ul><li>
Calculator, copy machine, currency counter, cash dispenser, cash advance terminal, ITM/ATM and personal computer with windows environment.</li></ul>
I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my &quot;at-will&quot; employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.</div>

Full Time Teller

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Rally Credit Union

About Company

Member Service Assistant

Full Time Teller