Job purpose

Under the direction of the Branch Supervisor and Branch Manager, provides a high level of quality of service to members and provides accuracy in transactions. Performs a variety of member service functions in conformance with established policies and procedures. Adhere to the PICK US culture through exceptional member service during every member interaction. Handles all member transactions with complete discretion and confidentiality.

Duties and responsibilities

Member Experience

• Deliver an exceptional customer experience every time by:

• Creating and supporting a member-centric environment.
• Being knowledgeable about the Credit Union's products and services.
• Uncovering customer needs through meaningful discussion and making product and service referrals to colleagues.
• Processing transactions accurately, ensuring the member's needs are met.

Operational Proficiency

• Able to quickly learn and adhere to all policies and procedures related to branch operations to include, but not be limited to, check cashing, deposit taking, cash drawer settlement, debit card issuance, audit requirements, BSA compliance awareness, online banking navigation, coin machine balancing, cash drawer limits, and other such functions.
• Able to quickly learn and adhere to banking compliance and regulatory requirements as defined in company policies and procedures.
• Responsible to balance daily transactions and personal cash drawer.

Business Acumen and Technical Knowledge

• Demonstrate the ability to build relationships and alliances with members and colleagues.
• Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Credit Union to include digital technology offerings such as online and mobile banking.
• Proficient with desktop applications such as MS Office (Excel, Word, Outlook).
• Flexible with the willingness and ability to adapt to change.
• Eager to embrace new and emerging technologies.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma, or equivalent; or one to three months of related experience or training; or equivalent combination required. Cash handling experience required; may assist with ATM/ITM, vault and/or branch settlement.

Competencies

To perform the job successfully, an individual should demonstrate the following additional competencies:

Communication - Speaks clearly and persuasively, is an active listener, seeks clarification when necessary, writes clearly and concisely, participates in meetings.

Teamwork - Exhibits objectivity and openness to others' views, gives and welcomes feedback, and contributes toward an energetic, positive team environment. Works well with others as a member of a team.

Problem Solving/Decision Making - Identifies and resolves problems within his/her authority in a timely manner, seeking assistance as necessary, suggests alternative solutions to management when appropriate, uses sound judgement, holds oneself accountable for decisions made.

Working conditions

• Has a work space with a chair.
• Traveling to other branch locations may be required.