Part-Time Member Service Representative I (San Joaquin County)

Company: Valley Strong Credit Union
Location: Lodi
Posted on: January 19, 2023

Job Description:

Job DescriptionOUR CORE VALUES

The Credit Union is a values-driven organization. They guide our behavior as they create our desired culture.

Everyone Counts We promise a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.Innovate Boldly We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. Embrace the Fun! We take the joy in our work by welcoming kindness, integrity, and authenticity. Own It Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do whats right. POSITION SUMMARY:Receives and pays out money, and keeps records of money and negotiable instruments involved in financial transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.

Cashes checks and pays out money after verification of signatures and Members balances.

Enters members' transactions into computer to record transactions, and issues computer generated receipts.

Places hold on accounts for uncollected funds.

Orders daily supply of cash, and counts incoming cash.

Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.

Explains, promotes, or sells products or services.

All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions.

Other duties as required.

QUALIFICATIONS:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS:Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization.

MATHEMATICAL SKILLS:Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.

REASONING ABILITY:Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.

PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to talk and hear. The employee frequently is required to use hands and fingers to enter data and count cash. The employee is occasionally required to stand, walk, and sit. The employee must occasionally lift and/or move up to 10 pounds.

OTHER SKILLS AND ABILITIES:Ability to use calculator and enter data on a PC using Fiserv 95% of the day posting transactions. Must be able to process a minimum of 13 transactions per hour. Must be able to communicate Credit Union policies and procedures to members in an easily understood and professional manner. Ability to be bonded.

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) Laws and Regulations, as they pertain to federal guidelines and internal policies and procedures.by Jobble

Keywords: Valley Strong Credit Union, Lodi , Part-Time Member Service Representative I (San Joaquin County), Other , Lodi, California