GENERAL SUMMARY:
The Personal Banker position is required to understand the features and benefits of all credit union products and services to better inform and cross-sell based on member needs. The Personal Banker conducts all deposits, withdrawals, and transfers on member accounts and must show sound skills to reconcile daily transaction activity as well as open new accounts and perform other duties. The Personal Banker must be organized and efficient to complete a large number of transactions daily and keep files up to date and in order. This person is expected to be friendly, helpful and possess knowledge of the credit union, its philosophy, by-laws, and operational procedures. Overall purpose of this position is to provide accurate, informed, and friendly transaction services to members in both capacities.
PRIMARY DUTIES/RESPONSIBILITIES:
SECONDARY DUTIES:
Abilities, Characteristics, Knowledge, and Skills required:
Disclaimer:
Job descriptions are not intended to be, and should not be construed to be exhaustive list of all responsibilities, duties, skills, efforts, or requirements associated with the job. They are intended to be an accurate reflection of principal job elements for making a fair assessment of the position.
NONDISCRIMINATION: The Credit Union is committed to providing advancement opportunities and to promote all of the employees based on merit, the ability to do the job, and other objective criteria. Employees will be evaluated without regard to sex, race, religion, disability, age, national origin, or other protected class. The Credit Union seeks to employee a diverse work force at all levels of the organization.
The Personal Banker position is required to understand the features and benefits of all credit union products and services to better inform and cross-sell based on member needs. The Personal Banker conducts all deposits, withdrawals, and transfers on member accounts and must show sound skills to reconcile daily transaction activity as well as open new accounts and perform other duties. The Personal Banker must be organized and efficient to complete a large number of transactions daily and keep files up to date and in order. This person is expected to be friendly, helpful and possess knowledge of the credit union, its philosophy, by-laws, and operational procedures. Overall purpose of this position is to provide accurate, informed, and friendly transaction services to members in both capacities.
PRIMARY DUTIES/RESPONSIBILITIES:
- Professionally welcome members at assigned station, determine nature of member’s business, process their transaction, provide policy information, and cross-sell credit union products and services
- Process member transactions such as receiving and disbursing all funds by cash, check, traveler’s check, wire transfer, VISA cash advance and money order; in person, by mail or telephone
- Answer general questions, handle minor complaints, do basic member account research, and refer to the proper department for solution
- When needed, open new member accounts and conduct loan interviews and closings within parameters set by the Board of Directors
- Receive and verify sufficient cash from Teller Manager to handle daily cash disbursements
- Balance cash receipts and prepare daily cash summary
- Be able to travel to different SFCU branches in need of Personal Banker/Teller personnel
SECONDARY DUTIES:
- Maintain legible and accurate transaction records and balance individual cash drawer daily.
- Answer member account status inquiries in person and over the phone.
- Complete general typing, filing, computer input, and other duties as assigned.
- Alternate hours to be available in rotation for maintenance of Saturday hours 9:00am to 12:00pm and Monday through Friday 8:00am to 5:30pm. Rotation schedules are posted.
Abilities, Characteristics, Knowledge, and Skills required:
- College degree desired. High School education may be acceptable depending on experience.
- Preferred: six months experience as a teller, cashier or related field, with proven MSR duties or exposure, i.e. consumer loan and new account experience.
- Sales experience necessary.
- Sound PC skills and good basic skills at reading, writing, and arithmetic.
- History of pleasant, enthusiastic personality and a mature disposition are required.
Disclaimer:
Job descriptions are not intended to be, and should not be construed to be exhaustive list of all responsibilities, duties, skills, efforts, or requirements associated with the job. They are intended to be an accurate reflection of principal job elements for making a fair assessment of the position.
NONDISCRIMINATION: The Credit Union is committed to providing advancement opportunities and to promote all of the employees based on merit, the ability to do the job, and other objective criteria. Employees will be evaluated without regard to sex, race, religion, disability, age, national origin, or other protected class. The Credit Union seeks to employee a diverse work force at all levels of the organization.
