Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
January 09, 2020
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
February 22, 2020
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
March 23, 2020
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
April 09, 2020
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
April 18, 2020
Develop, recommend and implement an investment strategy suggesting specific investments and insurance products for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc.
May 12, 2020