Member Transaction Specialist

Role:

The Member Transaction Specialist will be responsible for the day-to-day member service to each person

walking into the credit union to transact business to their accounts, balancing the teller drawer each day,

answering phones, scanning checks for deposits, assisting member to their safety deposit box, opening of new accounts and sale of monetary instruments.

Responsibilities:

Receives and processes customer financial transactions, including deposits, withdrawals and loan

payments; sells money orders and travelers checks to members; transfers amounts from member

accounts as directed.

Balances cash drawer and daily transactions.

Verifies and posts transactions to member accounts and maintains member and Credit Union

records.

Greets members and provides routine information concerning services, and directs members to

appropriate departments for specific information and service.

Cross-sells Credit Union products and services.

Performs a variety of miscellaneous tasks including filing, copying, data input, and answering the

telephone.

Performs other job related duties as assigned.

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion.

Outside contacts take the form of service to the public (members or vendors), requiring

ordinary courtesy in providing assistance and information.

Other Skills: General office equipment such as calculators, computers, photocopiers, and scanners.

Includes the ability to operate encoding, coin counting, and cash counting machines. Basic

knowledge of established teller procedures and policies. Understanding of Credit Union

operations. Maintains confidentiality related to Credit Union operations and work-related

information.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. While performing the

duties of this job, the employee is regularly required to talk or hear, and stand and walk.

The employee frequently is required to use hands to finger, handle and feel; and reach with

hands and arms. The employee may occasionally lift up to 10 pounds. Specific vision

abilities required by this job include close vision, distance vision, peripheral vision, depth

perception, and ability to adjust focus.

Work Environment: This job operates in a friendly and professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopies, scanners, filing, and fax

machines. The noise level in the work environment is usually moderate.