Cougar Credit Union Student Teller

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Students Part-Time Teller Cougar Credit Union, Janesville, WI, US

4 days ago Requisition

Job Classification: Part Time

FLSA Status: Non-Exempt

Department: Operations

Reports To: Director of Engagement & Education

Job Overview

Welcomes members into the branch and provides friendly, helpful service that promotes financial education while using expert knowledge in deposit and convenient services products to process a variety of financial inquiries accurately and efficiently, account openings, service requests, and transactions. Secures credit union assets, balances transactions, and completes necessary reports.

Major Tasks, Responsibilities and Key Accountabilities

• Maintains up-to-date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
• Follows Processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA) Anti-Money Laundering (AML), and Combating the Financing of Terrorism (CFT). Complete required, annual AML/CFT training to ensure you understand your responsibilities that apply to AML/CFT, including:
  • CIP (Customer Identification Program)
  • CDD (Customer Due Diligence)
  • Beneficial Owner Identification and Verification
  • Prohibited Account Types
  • CTRs (Currency Transaction Report)
  • SARs (Suspicious Activity Report)
  • OFAC (Office of Foreign Assets Control)
  • Monetary Instruments
• Develops and implements projects creating awareness of BHCCU branches in the schools.
• Provides friendly, helpful service that promotes financial discipline through:
• Preparing for daily interactions with a professional image and an organized workstation.
• Maintaining knowledge of BHCCU products and processes.
• Proactively greeting members with a smile, handshake, introductions, and full attention.
• Taking responsibility for waiting members.
• Understanding the member’s objectives by asking appropriate questions and listening to the member’s responses.
• Recommending the best solution or guiding the member to the appropriate staff to accomplish the member’s needs and strengthen their financial well‑being.
• Processing transactions accurately and efficiently.
• Following up with the member to ensure satisfaction and to provide encouragement.
• Utilizes expert knowledge in deposit and convenient services products to process routine consumer and business financial inquiries, transactions, and service requests including deposits, withdrawals, transfers, and purchase of negotiable instruments.
• Utilizes basic knowledge to identify member needs with loans and investment services and seamlessly refers members to appropriate staff.
• Fulfills member service requests including account maintenance, research, reconciliation, and correction.
• Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities.
• Maintains up-to-date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
• Supports the vision of the Board of Directors and President/CEO by working cooperatively and cohesively on service and operational matters with the Branch Manager, the management teams and fellow employees.
• Performs other duties as assigned, including filling in for other departments as member demand necessitates.
• Maintains up-to-date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.

Major Skills and Competencies

• Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
• Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support.
• Must possess effective verbal and written communication skills.
• Must have reliable attendance.
• Must possess good judgment.
• Must possess basic math skills.
• Ability to organize and prioritize work and…