Summary: The primary function of this position is to provide accurate and efficient service and information to credit union members in the branch office.
Receive branch members either in person or by telephone, determines nature of members business and transacts request (this includes Shared Branch Members)
Provides routine information concerning credit union services or policies. This includes but not limited to: explanation about the credit union, membership eligibility, types of accounts available, how dividends are paid on share accounts, starting/changing direct deposit or payroll distributions, locations and hours of operation.
Perform financial transactions for members: deposits, withdrawals, (either by cash or check), loan payments and transfers as requested.
Handles member inquiries concerning their accounts.
Assist members in opening new accounts (including Certificates of Deposit, checking accounts, sub-accounts), in making changes to existing accounts, starting/stopping direct deposit or payroll distribution.
Balance payrolls prior to posting.
Issue money orders, counter checks, and any other sales items per member request.
Assist in verification of night deposit and mail.
Operate and maintain computer terminal and cash drawer. Balance cash drawer daily.
Research and perform maintenance on member accounts.
Perform such tasks as assigned by Branch Manager or Senior MSR.
Shall demonstrate proficiency in the operation of the online terminal. Accuracy in handling cash and recording daily transactions, ability to properly receive members daily transactions, mental alertness, neat and professional appearance, punctuality, and cooperative attitude in relation to members and other employees. Knowledge of Microsoft Office and ability to communicate clearly both verbally and in writing are required.