Job Description

Address: 23665 Katy Freeway, Katy, TX 77494

Role: Deliver superior service to the members at all times. Present a positive, efficient and professional front line atmosphere. Leave the member with the feeling they are our number one priority. Treat all internal and external members with respect and courtesy.

Essential Functions & Responsibilities:

• Efficiently and accurately handle all member transactions in person or by mail or phone including, but not limited to, deposits, withdrawals, transfers, cash advances, and exchanges of currency. Issue credit union and cashier checks, gift checks/cards, reloadable cards, etc. Responsible for balancing daily work, cash drawer, and negotiables. Also, may assist with balancing branch negotiables including but not limited to official checks, etc.
• Perform member account maintenance functions including personal and account data changes and account openings.
• Promptly answer telephone inquiries and forward calls to appropriate personnel and take accurate messages when necessary and follow up that call was returned.
• Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.
• Promote teamwork by assisting others with work when needed or when own work is completed.
• Perform other job duties as assigned

Performance Measurements:

1. Knowledgeable on the features and benefits of all Credit Union products and services and determine member needs and recommend products/services based on those needs.

2. Tracks progress on individual production and account cross-selling goals.

3. Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner whether in person or by mail or phone.

4. Must be available to travel to any branch location for back-up as requested by management, as well as work on Saturdays when needed.

Knowledge and Skills:

Experience -  Up to six months of experience in the banking industry and/or cash handling experience.

Education -A high school education or GED.

Interpersonal Skills -Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills -  Customer service skills, Detail-oriented, Ability to multi-task

Physical Requirements -While performing the duties of the job, the employee is regularly required to :

-position self to move about the work area

-reach, grab, sort

-communicate in person and via telephone with others

-identify and recognize small font communication

-ability to transport a minimum of 10 pounds

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