Safe Deposit Representative

Job Overview

As a Safe Deposit Representative, you will be responsible for managing and overseeing the operations of the safe deposit box facility within our financial institution. You will ensure the security and confidentiality of member’s valuables stored in safe deposit boxes, while also providing excellent member service and support.

• Always maintain a professional image and demeanor consistently demonstrating Credit Union Core Values and adhering to our Code of Ethics.
• Must be member focused and able to convey information in an enthusiastic and positive manner.
• Assist members in opening, closing and accessing safe deposit boxes.
• Ensure the security of the safe deposit box area, including monitoring access and maintaining confidentiality.
• Respond to inquiries and resolve issues related to safe deposit box operations promptly and courteously.
• Follow strict access control procedures and ensure compliance with all regulatory requirements.
• Responsible for annual billing of all rented safe deposit boxes, notifications and delinquent box drillings.
• Maintain accurate records of safe deposit box rentals, transactions, annual billing and inventory.
• Complete all safe deposit reports as assigned.
• Provide guidance and assistance to members on the use and benefits of safe deposit boxes.
• Function as the primary resource for Safe Deposit Box procedures and inquiries.
• Educate members on security protocols and procedures related to safe deposit box usage.
• Responsible for processing mail.
• Assist with training new member consultants on how to process teller transactions.
• Utilize the credit union’s on-line systems to facilitate members’ transactions, as assigned.
• Recognize inconsistencies regarding checks being deposited and account activity while examining checks for endorsements and negotiability.
• Successfully complete all applicable compliance training and testing.
• Perform other duties and responsibilities as assigned.
• Credit Union products and services including understanding check hold processes and procedures.
• Microsoft Office Suite.
• Technology and various software programs.
• Paying and receiving functions including policies, practices, standards, and computer transactions.
• Ability to:
  • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form.
  • Provide accurate and thorough answers to member questions via ITM.
  • Prepare for daily interactions with a professional mindset and an organized workstation, free of distractions.
  • Write routine reports and correspondence and speak effectively before members and employees.
  • Maintain confidentiality and professionalism.
  • Carry out Credit Union mission, philosophies, values, and practices.
• Skill in:
  • Strong verbal and written communication.
  • The ability to serve and communicate effectively and efficiently in a timely manner through video, digital banking messages, e-mail, and live chat forums.
  • Participate in a productive team environment.

• Pursue opportunities for professional growth and development through training, education, and self-study.
• Successfully complete all applicable compliance training and testing.

• A minimum of one to three years of similar or related experience, including preparatory experience.
• A high school degree or equivalent.

Regular attendance and timeliness are essential. The employee must sit or stand for a significant period of time, perform manual dexterity tasks, and occasionally reach or bend to carry or move objects up to 25 pounds. Normal hearing, vision, and speech are required.

Follows regulatory and policy compliance requirements, including those related to the Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags, and other compliance policies. Maintains confidentiality regarding non‑public information about members and the Credit Union.

Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.