Description
- Receive and accurately process all types of member financial transactions via ATM+ terminals, including deposits,
withdrawals, loan payments, and transfers.
* Receive and accurately process non-monetary member financial transactions via video conferencing in accordance
with established policies and procedures, including assisting with the completion of online membership applications.
Provide complete and accurate information to members on accounts, payments, interest rates, product options and
savings programs.
* Complete all required documentation and reports accurately and promptly.
* Work directly with members and non-members via video conferencing to identify member needs and offer financial
solutions to meet those needs.
* Accurately receive, inspect, and verify negotiable instruments in accordance with established policies and
procedures. Complete all required documentation and reports accurately and promptly.
* Perform basic account maintenance functions.
* Professionally welcome members and identify credit union services that make a positive difference in each member's
financial life. Maintain an excellent knowledge base of credit union services in order to provide information regarding
current rates and the features and benefits of credit union products.
* Enhance the member's experience by providing exceptional, professional, and consistent service using ATM+
technology which includes greeting the member with a smile, calling the member by name, performing accurate
transactions, and thanking each member for their business. Must go above and beyond all service standards with each
member to ensure the overall success of the Digital Service and Sales area.
* Educate members on products and services to enhance their membership experience and benefits. Includes offering
online solutions and self-serve products.
* Utilizes available records to identify cross-sale opportunities and have solid conversations with members/potential
members to offer these products.
* Participatesin continued product and service education to enhance service to members.
* Take ownership of member issues and problems by either resolving them personally or facilitating a resolution through
the appropriate team member or department. Follow up with the member to ensure a satisfactory resolution was
reached.
* Act as liaison between members and other departments and follows through on resolutions.
POSITION SCOPE AND IMPACT
MAJOR RESPONSIBILITIES
* Meets department goals through referrals, transaction count, and accuracy.
* Provide friendly, professional and accurate financial services support to members and to other team members.
* Complete research and resolves documentation errors or discrepancies. Forwards complex issues to a Team Lead or
management for review.
* Promotes and establishes strong, positive and productive working relationships within the organization through
commitment to the company's vision statement, core values and business principles
Behaviors
Dedicated - Devoted to a task or purpose with loyalty or integrity
Team Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Education
High School (required)
Experience
Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email (required)
Solid math and basic accounting skills. (required)
Thorough understanding of financial products and services. (required)
1 - 2 years of financial service or teller experience (required)
2 years: 2+ years of outbound, high volume, call center or related experience or 2 years of financial service or related
experience. (required)
Problem Solving (required)Attention to Detail (required)Time Management (required)Interpersonal Skills (required)Communication (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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Georgia United Credit Union
Mar 24, 2025