PT - Associate Banker

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Part‑time Regular Technical North Miami Branch, North Miami, FL, US

7 days ago Requisition

Purpose:

The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union … (Banking) services and products services to new and existing members and by fully using job‑relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. This position is a three‑level job progression track, which requires the employee to be proficient in one or more of the following areas:
1) provide teller services to members,
2) perform back‑office teller/administrative duties, and
3) provide service delivery coordination to members. Requires the employee to be proficient in a minimum of one function within the first year of employment. Position advancement will occur when an additional skill is achieved. All front‑office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.

• Responsible for meeting established sales goals for WFF products and services
• Responsible for producing sales referrals for new accounts and loans as assigned
• Follow WFF’s service guidelines
• Possess thorough knowledge of all products and services
• Explain Credit Union products/services to members
• Refer members to appropriate departments as required
• Process member account inquiries and respond to member problems
• Adhere to work environment maintenance standards
• Assist in maintaining membership records confidentially
• Notarize documents for members and staff
• Monitor lobby to identify potential security risks
• Perform specific and delegated duties as assigned by management

• Provide excellent member services at all times
• Process and post monetary and related transactions
• Process checks and apply appropriate holds
• Perform internal teller‑related duties including identifying cross‑selling opportunities and referring members to other teammates
• Follow established cash drawer and cash handling procedures
• Reconcile/balance cash and transactions within guidelines
• Follow established security procedures
• Process night drop and mail deposits
• Ensure confidentiality of member account information
• Deter fraud whenever possible
• Responsible for resolving member inquiries and account disputes
• Activate new accounts
• Close existing accounts as needed
• Knowledge of Cash Dispensing Machine operations and balancing (if applicable)
• Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports
• Balance branch
• Process cash shipments (incoming, outgoing, and ordering)
• Receive and sell cash/coin
• Prepare coin/mutilated money shipments
• Balance and audit Cash Dispensing Machine (if applicable)
• Maintain reserve supplies and balance money order inventories, official/cashier’s checks, and other stock as may be assigned
• Process large ATM deposits
• Balance ATM
• Assist with Branch audits
• Coach other Associate Bankers
• Train new Associate Banker and provide continual mentoring for Associate Banker trained
• Open additional savings‑products using established procedures
• Cross‑sell products/services when appropriate and close sales
• Provide error resolution and effectively solve complex account service issues

• Greet members in branch locations and determine the nature of member’s business
• Ensure members receive service in a timely manner
• Demonstrate the use of service delivery systems and direct members to the appropriate delivery channels
• Display a thorough knowledge of all Credit Union products/services and explain products/services to members
• Demonstrate knowledge of Phone Service and Support Services job functions
• Demonstrate knowledge of safe deposit box procedures
• Process member…