Company name
Capital
Location
Kimberly, WI, United States
Employment Type
Full-Time
Industry
Finance, Customer Service
Posted on
Sep 22, 2021
Profile
\u003cp\u003e\u003cstrong\u003ePosition\u003cspan\u003e Purpose\u003c/span\u003e\u003c/strong\u003e\u003c/p\u003e
\u003cp style=\u0022text-align: justify;\u0022\u003e\u003cspan\u003eUpholds the Credit Union\u0026rsquo;s mission of \u0026ldquo;Doing the Right Thing\u0026rdquo; by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality of service and sales orientation. Balances a cash drawer and daily work.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eEssential Responsibilities\u003c/span\u003e\u003c/strong\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eAssists members in person, through drive-ups, and by telephone by operating an on-line teller terminal to process their transactions, which include but are not limited to deposits, withdrawals, loan payments, transfers, check cashing, coin processing, and account information.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eProcesses special member requests, including but not limited to account research, stop payments, direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eConcentrates on building financial relationships with members, using a consultative approach.\u0026nbsp; Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage Lenders, and Financial Solutions Representatives, including arranging member appointments.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eEducates members about Home Banking, E-Services and other products.\u0026nbsp; Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members\u0026rsquo; needs.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eBalances cash drawer and transactions daily in accordance with the Teller Balancing Policy. Seeks recovery of any errors. Communicates errors to members whose accounts are affected.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eOpens and/or closes the branch following all applicable procedures and policies.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003ePerforms miscellaneous duties including but not limited to mail transactions, night deposits, deposit verifications, filing, updating accounts, etc.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eKeeps up to date on procedural and policy changes by reading teller bulletins and memos and attending staff meetings.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eMay assume responsibility for extra duties related to the branch, including but not limited to safe deposit box billings, balancing the vault, ordering supplies, coin shipments, etc.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eMay assist other departments or branches as needed and when time permits.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eMay assist in training new employees.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eMay cross-train in Teller Supervisor functions and Member Services, and provide back-up to those areas as needed.\u003c/span\u003e\u003c/p\u003e
\u003cp style=\u0022margin-left: .5in;\u0022\u003e\u003cspan\u003e\u0026nbsp;\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eNecessary Experience and Qualifications\u003c/span\u003e\u003c/strong\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eAbility to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eAbility to operate an on-line computer terminal (including a good working knowledge of the core computer system and email), coin processing machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eComprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eAbility to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eAnalytical ability necessary to research and resolve member problems and locate and correct cash and posting errors.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eInterpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in high-stress situations. Requires communication/listening skills necessary to effectively cross-sell Credit Union services.\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026nbsp;\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u0026nbsp;\u003c/p\u003e
\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eWork Environment and Physical Requirements\u003c/span\u003e\u003c/strong\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eOffice environment with moderate level of noise\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eMinimal lifting of up to 25 pounds\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eFrequent use of telephone, copier, computer, fax machine and other office machines\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eProlonged sitting or standing\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cspan\u003e\u0026middot;\u003cspan\u003e\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u003c/span\u003e\u003c/span\u003e\u003cspan\u003eFrequent mental and visual concentration\u003c/span\u003e\u003c/p\u003e
\u003cp\u003e\u003cstrong\u003eThe above statements are intended to describe the general nature and level of the work being performed in this position.\u0026nbsp; They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.\u003c/strong\u003e\u003c/p\u003e,EqualOpportunityEmployerDescription:null,PayTransparencyPolicyStatement:null,MatchScore:1.0,HasApplied:false,ApplicationJobBoardName:null,ApplicationJobBoardId:null,DateApplied:null,Salaried:false,CompensationAmount:null,PublishingStatus:1,Links:[],BehaviorCriteria:[],MotivationCriteria:[],EducationCriteria:[],LicenseAndCertificationCriteria:[],SkillCriteria:[],WorkExperienceCriteria:[],JobBoardMemberships:[{JobBoardId:7752a76f-1ee2-4abe-8094-cc6ebdae9fa0,PublishedInternal:true,PublishedExternal:true,ExternalPostedDate:2021-09-22T13:57:27.51Z,InternalPostedDate:2021-09-22T13:57:27.51Z}],AssessmentUri:null,AssessmentStatus:null,OpportunityIsClosed:false,TravelRequired:null,TravelDescription:null,SupervisorName:null,Assessments:[],ApplicationId:null,CompensationAnnualMinimum:null,CompensationAnnualMaximum:null,CompensationHourlyMinimum:null,CompensationHourlyMaximum:null,CompensationCurrency:null});
Company info
Capital