Transaction Specialist - Covington, LA
2 days ago
Job description
:Job Summary:
The Transaction Specialist will assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. This role will ensure all credit union members receive exceptional service, leadership capabilities, a willingness to learn, and the ability to be flexible. The Transaction Specialist will work as part of a team under the direction of the Lead Transaction Specialist and Regional Operations Manager.
Essential Functions/Responsibilities:
- Receive and process member financial transactions, including deposits, withdrawals, and loan payments; sells money orders to members; transfer amounts from member accounts as directed. Cross-sell or refer Xplore's products and services to members.
- Post transactions to member accounts and maintain member records.
- Welcome members and provide routine information concerning services and refer and direct members to the appropriate department for specific information and services.
- Balance cash drawer and daily transactions.
- Perform a variety of miscellaneous tasks including filing, computer input, and answering the telephone.
- Adheres to all credit union policies and procedures.
- Maintain member confidentiality of information.
- Vault and ATM responsibilities as assigned.
- Compliance with the Bank Secrecy Act, OFAC, and USA PATRIOT ACT including accurate completion of CTR, Monetary Instrument log, and reposting of suspicious activities to the compliance department.
- Greet members, ascertain their reason for visiting the branch, and direct/assist them in the Xplore Away office.
- Assist with other duties as assigned.
Required Skills/Abilities:
- Ability to communicate effectively and provide service to members.
- Ability to solve problems while working directly with external and/or internal members.
- Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
- Strong attention to detail and ability to complete work accurately.
- Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, Microsoft Office products, input data, and counting money.
- Ability to think logically to analyze situations, resolve problems, and make sound decisions.
- A significant level of trust and diplomacy is required, in addition to normal courtesy which may involve motivating or influencing others.
- Good organization and time management skills.
- Ability to listen, develop/suggest solutions to problems and retain confidential information.
Performance Measurements:
- To ensure that the department is providing friendly, professional, personal service to all members.
- To ensure all Transaction Specialists are sufficiently trained to have minimal outages and are following proper procedures.
- To maintain a highly qualified team to meet the daily demands of credit union members.
- To keep management informed regarding key operating issues affecting the department.
- To maintain a professional work environment and businesslike appearance.
- To gain a solid understanding of the different products and services offered by the Credit Union.
- To successfully recommend and refer products to members and train new hires to make referrals.
- To maintain a thorough knowledge of Share Branching Policy and all Credit Union policies and procedures.
Requirements:
Education and Experience:
- High School Diploma or equivalent.
- Minimum of 6 months of similar or related experience.
- Knowledge of credit union products and services.
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