Job description

Responsibilities and Accountability:

1. Process member requests, in person, by telephone or mail regarding:

a. Deposits, withdrawal requests, check cashing, loan payments, transfers, Verification of Deposits (VOD), share certificate renewals;

b. Open new accounts and provide account information regarding all savings products, checking accounts and IRA’s;

c. Cross sell credit union products and services;

d. Order and/or issue ATM Cards, Debit Cards, Share Drafts, loan coupons;

e. Perform limited file maintenance and account changes as authorized;

f. Process stop payment requests;

g. Provide information on electronic services, wires, ach set-up;

h. Close accounts;

i. Verify and post member group payroll deductions;

j. Manage and balance cash drawer.

2. Supervisor responsibilities

a. ACH Origination Set-ups and releases

b. Serve as vault teller, ordering cash, vault security and balancing

c. Maintain adequate amounts of funds in the Dyna Cash Machine

d. Ensure that tellers follow break and lunch schedules

e. Balancing and closing CU branch

f. Reviewing and processing Check21 file

g. Preparing for onboarding and training new tellers

h. Assist in out of balance issues

i. Perform weekly cash counts for other tellers

j. Set-up and reset members on Home Banking

k. Responsible for reviewing DMV Title releases.

l. Process Skip-A-Pays

m. Perform overrides for MSR’s as needed

3. General Office Tasks:

a. Assists in answering telephone calls;

b. Scan daily work and deposits; Mail various member notices; process various monthly tasks;

c. Maintain teller counter area; inventory of supplies and appearance of displays; Assist in training new staff members;

e. Assist operations department in completion of other duties as assigned.

4. Business Development-As needed

a. Maintain outstanding relationships with all SEG Ambassadors, including scheduling visits and processing Ambassador Requests such as “Employee Benefits” days.

b. Set-up and man Booths at Community Events and Business Expo’s

c. Maintain the “On-boarding” log and follow-up with Members to ensure that they are always aware of the status of their account opening requests.

d. Cross sell where appropriate, while “on-boarding” new members to ensure that they are getting the maximum benefit from their membership.

5. Accounting-As needed

a. Reviewing and processing of Below minimum and Dormant accounts

6. IRA Reporting

a. IRA Tax reporting

b. Auditing to ensure correct coding is being reported

c. Balancing transactions on Corelation with Ascensus

Requirements:

d. Develop an understanding of Credit Union History, philosophy, organization,

operational procedures and credit union practices.

e. Attend training sessions when applicable;

f. Ability to effectively demonstrate professional communication skills with members,

staff and vendors;

d. Ability to follow verbal instructions and written procedures;

e. Make sound decisions based on logic and past experience.

Applicant Qualifications:

Member Service Oriented with a neat professional appearance;

Organized, efficient, self-motivated and accurate;

Must be a high school graduate with basic reading, writing, math skills;

One Year experience handling cash and dealing with public;

Experience with PC, Microsoft Word & Excel, ten-key, typing and spelling skills.

Job Type: Full-time

Pay: $20.69 - $24.92 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Diamond Bar, CA: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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