Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:
Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
Promotes and implements the values of the branch. The qualified candidate will be member focused, show excellence and accuracy in all of their work, demonstrate integrity, share one vision through team work, continually look for improvement, openly mentor others and respect others. The MUST philosophy: Make eye contact; Use their name or acknowledge their presence; Smile! Thank them for their business.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Demonstrates a positive member service (internal and external) focus at all times.
Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners.
Makes weekly outbound service calls to members.
Answers member questions or refer members to appropriate departments or supervisors.
Assists with member account discrepancies, statement problems, and complaints.
Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials.
Maintains a satisfactory balancing record.
Educates members and staff of the features and benefits of all of our products and services.
Refers products and services that benefit members in an effort to achieve team goals.
Provides assistance in training new employees.
Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation.
Operates drive-up equipment such as tubes, drawer, and microphone.
Operates imaging equipment and balance outgoing image files on a daily basis.
Processes mail and night deposit transactions.
Completes all forms including: negotiable instrument logs, vault cash advances/turn-ins, direct deposit, payroll deduction, and member check orders.
Participates in all day-end closing procedures. Secure and balance cash drawer/key and all negotiable instruments, clean the MSR area and turn off all equipment (computers, copier, adding machines, lights).
Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.
Administrative Duties and Responsibilities: a. Attend to phones in MSR area and answer basic membership calls; b. Perform clerical work such as filing; c. Maintain professional correspondence with members; d. Maintain and update member information on the computer system, such as address, phone number, and employment information.
MSRs may also be responsible for the following duties, as assigned:
Acts as a leader; assist other MSRs as a mentor and role model.
Assists MSRs with daily work including balancing and reconciliation of offages.
Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that sufficient, but not excessive, funds are on hand at all times.
Ensures the completion of day-end procedures including securing the vault, daily cash letter, and distribution of work to appropriate Credit Union personnel and departments.
Assists in security procedures. Has access to and is accountable for office keys and combinations.
Balances, maintains, and corrects the coin machine. Prepares and tags coin bag deposits and post to the appropriate GLs.
Interpersonal skills to represent the Credit Union in a positive way during member contact.
High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty.
Thorough knowledge of deposit products and regulations.
Accuracy in the handling of cash, recording daily transactions, and attention to detail.
Good oral communication skills and the ability to produce written communication.
Ability to follow oral and written instructions.
Good telephone manners and techniques.
Ability to use and understand written material.
Ability to work with minimal direction and exercise sound judgment.
Ability to perform basic math calculations.
Member account problem-solving skills.
Proficiency with related computer applications, spreadsheets, word processing, and database applications.
Ability to develop and maintain effective working relationships with co-workers.
High school diploma or the equivalent (i.e. GED).
Cash handling, sales, and customer service experience desired.
Must be bondable.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Conduct yourself in a professional manner at all times.
Reports to the Vice President/Branch Sales and Service Managers as assigned.
This position is not responsible for supervision of other employees.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.
University of Iowa Community Credit Union (UICCU) is a member owned financial cooperative with 15 office locations. Since being organized in 1938, UICCU has grown to be the largest credit union in Iowa.UICCU exists to serve its members. Our "members first" philosophy has led to a national rank by independent research firm Callahan & Associates for Return of Member (ROM). This measures how effectively a financial institution returns its profits back in the form of better rates on deposits and loans. For 19 straight quarters, UICCU's ROM rank was either #1 or #2, up against more than 13,000 banks and credit unions nationwide.UICCU exists to serve the community as well. We volunteer time and donate funds to support the local organizations and charities that help our communities thrive. We provide financial education for area schools and businesses to help residents grow and make smart money decisions. To learn more about how we serve the community and individuals of modest means, click here to download our most recent Statement of Commitment. UICCU has been consistently recognized as a Des Moines Register Top Workplace and Corridor Business Journal Coolest Workplace! We also were awar...ded the Best Internal Career Pathway Award by the Corridor Business Journal in 2016 due to our Leadership Development Program, training opportunities, and high internal promotion rate! UICCU was also recently ranked #3 by the Credit Union Journal as one of the Top 45 Credit Unions in the nation to Work For!