Student Financial Service Representative

Serves as a student representative for US Community Credit Union in the Academy of Hospitality and Finance at McGavock High School or Hillsboro High School. Engages in educational activities through training on credit union policies and procedures, participates in scheduled credit union training courses, opens accounts, conducts financial transactions including paying and receiving cash and other negotiable instruments, cross sells credit union services, and disseminates appropriate information. Provides excellent service to members.

Major Duties and Responsibilities:

• Receives and processes member financial transactions, including but not limited to deposits, withdrawals and loan payments; sells money orders, pre paid debit cards, visa gift cards, and other products to members; transfers amounts from member accounts as directed
• Participates in training on US Community Credit Union policies and procedures, Credit Union National Association Center for Professional Development (CPD online), and instructor lead training
• Operates cash recycler and inputs transactions into computer system, balances cash drawer when applicable, proofs checks to validate compliance with policies and procedures, and balances daily transactions
• Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service
• Cross sells credit union services
• Performs other duties as assigned

Expectations:

• To provide friendly, professional, accurate service and support to all members and associates within and outside the department
• To balance at least 98% of the time, with total outages not to exceed $100 in a calendar quarter
• To exercise good judgment in following all procedures and appropriate business practices to minimize losses
• To cross sell credit union products and services
• To have no more than one posting error per quarter
• To complete assigned training and participate in the educational process of the Academy of Hospitality and Finance at McGavock High School or Academy of International Business & Communications at Hillsboro High School
• To maintain a professional work environment and businesslike appearance

Knowledge and Skills:

• Proficient in Microsoft Office programs Word and Excel
• Good communication skills
• Excellent organizational skills
• Courtesy, tact, and diplomacy are essential elements of the job
• Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion
• Ability to operate a ten key calculator and computer keyboard by touch
• Must be good with detail to deal with numbers and names

Working Environment/Physical Demands:

Work involves everyday risks or discomforts that require normal safety precautions typical of such places as offices, meeting and training rooms, etc. Employees work primarily in an office setting under generally favorable working conditions. The job requires talking, sitting, bending, stooping, standing for long periods of time, or similar activities. Employees frequently lift objects up to 25 pounds, occasional lift heavy objects from 26 to 50 pounds, yet seldom from 51 to 100 pounds.