Performs routine member transactions, including but not limited to deposits, withdrawals,
cash advances, loan payments, transfers, check cashing, cashiers checks, and money
orders.
2. Possesses basic math and computer skills.
3. Assists members in opening new accounts, and verifying the information provided with
outside services, as required, and understanding eligibility requirements for membership.
4. Is able to navigate Microsoft Office applications and the Episys Core System.
5. Is able to post routine transactions to the computer system without needing assistance,
understanding how to determine who is authorized to conduct transactions on members
accounts.
6. Examine checks for endorsements and negotiability, and understands how to place
appropriate holds when necessary
7. Provide members with proper receipts for their transactions.
8. Understands and can cross-sell all services offered by the credit union.
9. Process stop payments on share drafts, ACH, and bill payments.
10. Provide members with account status, including current balances, loan payoffs, and account
history.
11. Is able to accurately complete forms including but not limited to card orders, reloads,
travel cards, card/check pick up, card disputes, and can order checks through the core.
12. Demonstrate the ability to balance daily transactions quickly and accurately throughout
the day and during the closing process, and understands and adheres to cash drawer
limits.
13. Demonstrates dependability, and the ability to work as part of a team.
14. Able to scan member checks through ITC.
15. Provides member phone, online chat, and email support.
16. Able to accurately perform Shared Branching transactions, and review documentation for
accuracy and completeness.
17. Knows how to find dividend rates on deposit accounts, and can direct members to all of
our branch locations, business hours, and telephone numbers. Knows how to navigate the
SCCU website and can assist members in how to navigate it.
18. Courteously responds to member requests/complaints and can direct them to the proper
person if the answer is unknown.
19. Participates in and promotes the credit union movement.
In addition to the aforementioned duties and responsibilities, any and all duties and responsibilities
assigned by management that may be deemed necessary or needed in the promotion and continuance
of the credit union and are job related.
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