Financial Service Representative Full/Part Time

US Community Credit Union-Mt. Juliet
Job Description
To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments and cross sells services to members. 

Major Duties and Responsibilities:
  • Receives and processes member financial transactions, including but not limited to deposits, withdrawals and loan payments; sells money orders, pre paid debit cards, visa gift cards, and other products to members; transfers amounts from member accounts as directed
  • Cross sells credit union services
  • Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service
  • Balances cash drawer and daily transactions
  • Performs other duties as assigned

Expectations:
  • To provide friendly, professional, accurate service and support to all members and associates within and outside the department
  • To balance at least 98% of the time, with total outages not to exceed $100 in a calendar quarter
  • To exercise good judgment in following all procedures and appropriate business practices to minimize losses
  • To maintain at least a 95% transaction ratio (The number of transactions performed each month must be equal to or greater than 95% of the average number of transactions performed per teller at assigned branch)
  • To have no more than one posting error per quarter
  • To complete assigned training

Qualifications:

Knowledge and Skills:
  • Minimum six months cash handling experience
  • Minimum one year sales and customer service experience
  • A high school education or GED
  • Courtesy, tact, and diplomacy are essential elements of the job
  • Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion
  • Ten key calculator and computer keyboard by touch
  • Must be good with detail to deal with numbers and names

Working Environment/Physical Demands:

Work involves everyday risks or discomforts that require normal safety precautions typical of such places as offices, meeting and training rooms, etc. Employees work primarily in an office setting under generally favorable working conditions. The job requires talking, sitting, bending, stooping, standing for long periods of time, or similar activities. Employees frequently lift objects up to 25 pounds, occasional lift heavy objects from 26 to 50 pounds, yet seldom from 51 to 100 pounds.
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