Job Description

Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment.

Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.

This position is for U if you are a personable, problem solving, multitasker that shows initiative and can work well with a team or individually, and are able to work at our Gordonsville, VA location full-time, 35 hrs/wk , with a rotating Satuday schedule

Role

Responsible for accurately processing financial transactions and being an effective source of information for members: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.

Major Duties and Responsibilities

45% Welcomes members and demonstrate efficiency with financial transactions for members: receives funds, posts transactions and pays out funds as requested and per policy. Verbally confirm intended transactions with members to assure needs are met and minimize redoing. Provides appropriate solutions and cross-sells credit union services.

15% Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.

10% Receives loan payments and savings deposits from members, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payments.

10% Issues cashier's checks, receives currency for coin and verifies amounts, cashes checks according to written procedures.

10% Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.

5% Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member requests and merchant verifications.

5% Performs other duties as assigned.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

KNOWLEDGE AND SKILLS

EXPERIENCE

Cash handling and customer service experience is strongly preferred.

EDUCATION/CERTIFICATIONS/LICENSES

High school degree or GED required.

INTERPERSONAL SKILLS

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 and obtaining information, as well as advising or referring, which commonly require shorter discussions.

ADA REQUIREMENTS

PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs on occasion. Must be able to stand, sit, walk for extend periods of time. Reach and grasp using arms, hands and fingers. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

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