![]() Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. Specific vision abilities required by this job include close vision and the ability to adjust focus. The employee must occasionally lift and/or move up to 20 pounds. The employee is occasionally required to stand walk reach with hands and arms and stoop, or kneel. While performing the duties of this job, the employee is regularly required to sit use hands to finger, handle controls and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Must have the skill and ability to use Microsoft Word and Excel. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Motivating, influencing, and/or training others is key at this level. Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. ![]() Please refer to Annual Performance Goal document for remaining Performance Measurements.Įxperience: One year to three years of similar or related experience.Įducation: (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Balances cash drawer and daily transactions.ĥ% Assists with opening and closing of branch office and balancing procedures.ġ. ![]() Supplies information and answers questions about all loan and deposit products/services and resolves problems.Ģ0% Receives and accurately processes member financial transactions. Use independent analysis and judgment to effectively resolve difficult or complex situations within guidelines while ensuring member satisfaction.Ĥ0% Follows an effective sales process while delivering exceptional member service.ģ5% Assists members with transactions. This position requires a broad knowledge of operations, all Credit Union products and services including features. Identify member needs through the use of consultative sales techniques, process transactions, respond to service requests and educate members on options.
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