Description
ROLE
Assist the Branch Manager with directing and coordinating the activities of personnel in a remote Credit Union facility, helping to ensure the branch meets organizational, financial, operational, service, and growth plans. Has limited lending authority.
Follow established policies and procedures, provides a variety of service functions including processing deposits and withdrawals, loan and credit card payments, and account inquires. Enters transactions into the Credit Union computer based system. Responds to questions and/or provides information upon request from members. Processes requests/transactions as appropriate. Assists members with their accounts and promote additional credit union products and services, while focusing on the member experience.
MAJOR DUTIES AND RESPONSIBLITIES
GENERAL EXPECTATIONS
Operations: Assists in the day-to-day operations of the member service area. Duties include but are not limited to:
Service: Accurately and effectively addresses service needs and/or issues. Duties include but are not limited to:
PERFORMANCE MEASUREMENTS
Requirements
EDUCATION: A high school education or GED.
EXPERIENCE: Six months to two years of similar or related experience.
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 or obtaining information which may require some discussion.
OTHER SKILLS, ABILITIES, AND PERSONAL CHARACTERISTICS:
Ten key calculator and computer keyboard skills. Accurate with numbers and names. Ability to communicate effectively.
COMPUTER SKILLS: Basic computer skills. Proficient in Microsoft Applications (Word, Excel, Outlook).
MATHEMATICAL SKILLS: Simple math and cash counting.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job.
While performing the duties of this job, the associate is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; and talk or hear. The associate must occasionally lift and/or move up to 50 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing functions of this job. The noise level in the work environment ranges from quiet, to moderately noisy, where automated equipment is in operation. It is a non-smoking environment.
DISCLAIMER
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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