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Company

Truity Credit Union

Address Bartlesville, OK, United States
Employment type PART_TIME
Salary
Category Accounting
Expires 2023-06-05
Posted at 1 year ago
Job Description
JOB SUMMARY This position assists members with basic account transactions providing reliable, courteous, prompt member service, and identifying member needs. May also assist members in the lobby of other area locations. ESSENTIAL FUNCTIONS May include any and/or all of the following: * Actively listen and respond to member inquiries, suggestions, requests, and concerns. * Process paying and receiving transactions for Credit Union members including, but not limited to, deposits, withdrawals, transfers, payments, cashing checks, cashiers checks, etc. * Process HSA deposits, complete required paperwork and input information in Ascensus. * Retrieve deposits from the night drop box, complete the night drop log and process deposits in Symitar. * Balance cash drawer and checks daily. * Have a good working knowledge of our products and services and the benefits they provide to members. * Offer products and services to members that will benefit them. * Order and stock supplies weekly. * Be knowledgeable in operating the coin machine and removing coin bags. * Prepare vault coin for shipment. * Participate in the dual control of filling TCRs and ATMs. * Complete in person address changes. * Assist members with accessing their safe deposit box. * Successfully complete all applicable compliance training and testing. * Perform other duties and responsibilities as assigned. KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS * Knowledge of: *


  • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form * Organize and prioritize in order to meet deadlines * Solve practical problems and deal with variables in situations * Skill in: *
  • Modern office equipment * Technology and various software programs including but not limited to: Symitar, Outlook, Word, Excel, ImageCenter, Ascensus and Bridger. * Credit Union products and services * Paying and receiving functions including policies, practices, standards and computer transactions * Ability to: *
  • Excellent communication and interpersonal skills to effectively work with members and co-employees * Typing and personal computer QUALIFICATIONS Critical Development Experiences: Pursue opportunities for professional growth and development through training, education and self-study Successfully complete all applicable compliance training and testing Education and experience equivalent to: Cash handling and customer service experience is strongly preferred A high school degree or equivalent REQUIREMENTS Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members. REGULATORY COMPLIANCE & CONFIDENTIALITY Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union. This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.