Full-time Member Account Specialist - Kingston, United States - Mid Hudson Valley Federal Credit Union

Mid Hudson Valley Federal Credit Union
Mid Hudson Valley Federal Credit Union
Verified Company
Kingston, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Full time
Description

Responsibilities include, but are not limited to:

  • Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments as well as receiving checks and cash for deposit to accounts, verify amounts, examining checks for proper endorsement and following fraud prevention procedures and funds availability. This also includes performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act.
  • Promoting, explaining, and cross selling all credit union products and services, maintaining daily teller referral tracking and submits to management as prescribed and meeting or exceeding established individual teller referral and sales goals. This also includes maintaining an uptodate and comprehensive knowledge on all credit union products and services and performing member relationship calls as directed by the Branch Manager as well as assisting in the training and development of newly hired teller staff.
  • Organizing workstation to maximize efficiency and maintaining a professional appearance, which includes greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. This includes ensuring member requests and questions are promptly resolved, receiving and processing account information as needed, maintaining privacy of member account information and performing daily cash settlement without differences in cash and checks. Also maintaining balancing record of 90% or better, maintaining cash box limits as outlined in the Security Standards and securing money in cash drawer and recyclers/dispensers at all times.

Performance Measurements include:

  • Displaying a thorough knowledge of the job and rarely needing to ask questions. Staying abreast of current trends affecting the financial services industry and having an overall knowledge of the credit union, its policies and procedures. Continually expanding knowledge and developing skills and assisting others in the office with daily operations, procedures, opening/closing in the absence of the branch manager. This also includes scoring 85% or higher on product knowledge assessments.
  • Maintaining member service as a top priority, treating members and other employees professionally with courtesy and respect and upholding MHV Service Standards. Supporting organizational plans, initiatives and direction and maintaining an acceptable attendance/punctuality record including demonstrating adaptability and flexibility, as it pertains to work schedules in order to support the current business needs and is a team player. Maintaining confidentiality, promoting integrity, and supporting the corporate mission as well as maintaining a professional work environment and businesslike appearance.
  • Providing informed, prompt, accurate service and supporting to all members and associates by answering the telephone within two rings and responding to messages or correspondence within 24 hours. Carrying out assigned duties and responsibilities with mínimal errors according to established department standards.
  • Meeting or exceeding established individual sales goals and assisting in meeting the overall branch and organizational goals. Demonstrating sound judgment when making decisions and maintaining established cash limits, as well as PTs, ATMs, TCDs and Recyclers as assigned. Maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations.

Knowledge and Skills:

  • One year to three years of similar or related experience.
  • A high school education or GED.
  • Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
  • Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills (i.e., Microsoft Office).
  • Must be able to routinely perform work on computer for an average of 68 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
  • Must be able to routinely perform work indoors in climatecontrolled shared work area with mínimal noise.
  • Work is generally performed within an office environment, primarily in a climatecontrolled environment with mínimal safety/health hazard
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