Universal Associate II - Floater

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Retail Services Administration Atlanta, GA, US

2 days ago Requisition

Salary Range: $21.75 To $27.19 Hourly

Department:
Retail Services

Reports to:

District Manager

The primary purpose of this position is to assist Associated Credit Union in living out its Mission:
To offer members financial products that fulfill their needs, service that exceeds their expectations, and relationships that inspire their trust.

The primary purpose of the Universal Associate II – North Floater position to support multiple branches as needed to support staffing needs, ensuring seamless operations and member satisfaction. These branches are located primarily in Gwinnett County, Hall County, Dekalb County, and Dawson County. The Universal Associate North Floater provides exceptional service to credit union members by performing a broad range of financial service needs.

A key element in this service delivery is to identify the member’s financial needs and recommend an appropriate solution. This role is responsible for providing a high level of member service to our members and team members. Performs basic to complex branch duties including but not limited to: processing transactions efficiently, professionally, and accurately; identifying member needs; promoting products and services;

maintaining and accurately balancing cash drawers or cash recyclers; open and close all depository accounts; and provides general member service assistance.

• Promotes, represents, and welcomes existing and prospective members, team members, and service providers to the credit union in a professional and inviting manner.
• Ensures that an exceptional member experience atmosphere is consistent and delivered to all members.
• Uses each member interaction and observations to strengthen and enhance the member experience through proactive quality conversations and relationship building efforts.
• Exudes a positive working environment with a can-do attitude which fosters our Mission, Vision, Values, and Service Standards.
• Proactively seeks solutions to member service and efficiency issues. Troubleshoot online and mobile banking issues. Service member accounts and requests accurately in accordance with credit union policy and procedures.
• Assists members with inquiries, requests, or problems in a friendly, respectful, courteous, and professional manner.

• Easily transitions between jobs and responsibilities throughout the branch.
• Proficiently performs routine to basic to complex transactions and tasks including but not limited to:
  • Accepts and processes deposits, withdrawals, transfers, checking cashing, gift cards, money transfer remittances, loan payment and advances. Processes these transactions accurately and efficiently with minimal errors.
  • Ensures proper Member Identification (MIP) and Bank Secrecy (BSA) procedures are appropriately followed.
  • Maintains proper cash levels and keeps cash secure at all times. Accurately balances cash drawers and cash recyclers, night drop depositories, and ATMs/ITMs. Report variations in accordance with credit union policy.
  • May assist with vault duties which includes preparing and forwarding the order for cash to the cash service provider and Accounting; verify cash received, fill UA’s cash orders; maintains full vault security and balance vault cash nightly, as assigned.
  • Minimizes risk of losses, including cash differences and other controllable losses. Verifies transactions, monitors deposit amounts, and examines documents for endorsement and…