Job Details

Job Summary

The timely and accurate handling of member transactions.

Responsibilities
Accurately and effectively process and post monetary transactions to members accounts. Sell money orders, traveler's cheques, various promotional and other financial services offered by the Credit Union. Perform the general ledger entries for these transactions. Create member counter checks by utilizing the MicroQuick software. Open and close membership accounts and share accounts as needed. Provide the member with required disclosure according to federal regulations and Credit Union Policy and Procedures and answer questions regarding the same. Perform file maintenance on members accounts by completing or accepting completed change or address/name change cards on a timely basis in accordance with Credit Union Policy and Procedures. Balance cash drawer and daily transactions at the end of each business day. Follow the established Credit Union cash policies. Follow dual control procedures effectively. Prepare new member packets and loan packets. Ensure that all information inside the packets is the most current and correct information. Maintain the Drafts Back Program within the timelines established by Credit Union management. Prepare, maintain, and file payroll deduction cards received from members for upcoming payroll periods by following Credit Union Policies and Procedures. Promote the overall growth of the Credit Union by having a complete and thorough understanding of all Credit Union services and continuously cross sell these services to the membership. Educate members on their member number, various account ID numbers, and KEY 24 usage. Understand how to operate teller line equipment and use printer configurations. Recognize any problems that may occur with equipment and notify appropriate person(s) in a timely manner to minimize disruption in service to members. Effectively manage member traffic within the teller areas by maintaining efficiency.

Knowledge, Skills & Abilities

Patient Group Knowledge (Only applies to positions with direct patient contact)The employee must possess/obtain (by the end of the orientation period) and demonstrate the knowledge and skills necessary to provide developmentally appropriate assessment, treatment or care as defined by the department's identified patient ages. Specifically the employee must be able to demonstrate competency in: 1) ability to obtain and interpret information in terms of patient needs; 2) knowledge of growth and development; and 3) understanding of the range of treatment needed by the patients.Competency StatementMust demonstrate competency through an initial orientation and ongoing competency validation to independently perform tasks and additional duties as specified in the job description and the unit/department specific competency checklist.Common Duties and Responsibilities(Essential duties common to all positions)1. Maintain and document all applicable required education.2. Demonstrate positive customer service and co-worker relations.3. Comply with the company's attendance policy.4. Participate in the continuous, quality improvement activities of the department and institution.5. Perform work in a cost effective manner.6. Perform work in accordance with all departmental pay practices and scheduling policies, including but not limited to, overtime, various shift work, and on-call situations.7. Perform work in alignment with the overall mission and strategic plan of the organization.8. Follow organizational and departmental policies and procedures, as applicable.9. Perform related duties as assigned.

Education
High School Diploma or GED (Required) Experience: 1 YEAR Recent experience in a financial institution or relevant experience as determined by the CEO of the Credit Union

Credentials
No Certification, Competency or License Required

Work Schedule: Days

Status: Full Time Regular 1.0

Location: Credit Union

Location of Job: US:WV:Charleston

Talent Acquisition Specialist: Tamara B. Young ...@vandaliahealth.org