At Wheelhouse Credit Union we demonstrate our philosophy of People Helping People by providing our members with products and services that help them achieve their financial goals. If you’re looking for a career where you can learn, grow, and have fun while helping others, we may have a position for you!
Enjoy the Benefits of Working for Wheelhouse Credit Union
Wheelhouse Credit Union employees are our most important asset! We have designed a generous benefits package that allows flexibility, options, and opportunity.
Healthcare
Regular full or part-time employees working at least 30 hours per week are offered medical, dental, and vision insurance. The Credit Union contributes to the employee’s coverage and coverage for qualified dependents and/or registered domestic partners is available for purchase. Wheelhouse Credit Union also offers a Flexible Spending Account for Healthcare Reimbursement and/or Dependent Day Care.
401(k) Plan
The 401(k) retirement plan is funded by a combination of Credit Union and employee contributions. After the completion of 90 days of continuous service, employees are eligible to become a member in the 401(k) plan and the Credit Union will begin making discretionary contributions equal to 3% of the employee’s salary.
Paid Time Off
Wheelhouse Credit Union observes 12 paid holidays for all regular full and part-time employees. In addition, all regular employees receive a floating holiday in recognition of their birthday. The Credit Union recognizes the importance of taking time off from work to relax, spend time with family, and enjoy leisure activities therefore, the Credit Union provides paid vacation time to both full-time and part-time employees for this purpose. In addition, regular full and part-time employees are awarded 40 hours of sick leave at the beginning of each year. Employees hired after January 1, are awarded 40 hours of sick time on their employment date. This time can be utilized for the employee’s own medical care and for the medical care of their immediate family member.
Tuition Reimbursement
Available to all full and part time employees after 6 months of continuous service.
Corporate Citizenship
Regular full and part time employees that have completed 90 days of service are paid regular wages for time spent volunteering with an approved San Diego organization.
Wellness Program
Healthy living education and encouragement for staff, including complimentary flu shots and cholesterol screenings.
Discounted Credit Union services
Free checking and savings accounts, and a 1% rate reduction on selected loan products.
Insurance Coverage
All regular employees working at least 30 hours per week are provided with company-paid Long-Term Disability, Life Insurance, and Accidental Death and Dismemberment insurance.
Friendly Work Culture
Enjoy a supportive and positive work environment, with a focus on professionalism and creativity.
Committed to Diversity
We’re committed to a culture of diversity that reflects the communities in which we live and do business.
Available Positions at Wheelhouse Credit Union
Salary Range: $68,890.00 – $79,559.00/year
Position Purpose:
The Branch Manager is responsible for efficiently supervising the daily operations of his/her business unit to ensure extraordinary member service in areas of account transactions, loan applications, loan turnaround, new accounts and problem solving within established guidelines and procedures. The Branch Manager I position is also charged with motivating and coaching the staff to achieve all branch goals. This position will also remain current on all laws, rules, and regulations including BSA and CIP programs.
Essential Duties and Responsibilities:
- Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
- Prepare, implement and supervise the budget for the branch that is consistent with overall strategic plan and budget of the Credit Union.
- Responsible for implementing company policies and procedures in relation to teller and new account operations. Formulate recommendations concerning important policies and services for review. Remain current on all laws, rules, regulations, policies and procedures pertaining to loans, savings BSA and CIP programs.
- Recruit quality applicants, train and develop tellers and new accounts personnel to maintain proper member relations. Responsible for counseling, performance evaluations, and discipline of assigned employees.
- Responsible for teller maintenance of required cash limitations, minimal branch and teller cash differences as well as limited teller and new account procedural errors. Monitor office activity, including number of transactions, volume, branch profitability, loan volume, loan turnaround, sales and new accounts.
- Responsible for monthly alarm tests, audits and certifications to ensure minimal branch audit exceptions. Work with Internal Auditor and Risk Management to ensure compliance of controls.
- Plan, organize and assign the daily workflow of the teller and new account area via lunch schedules, controlling absenteeism, pro-active problem resolution, etc.
- Ensure acceptable Shoppers Survey scores are maintained or exceeded by monitoring the quality of member service and sales performance.
- Review and approve loan applications within authorized limits and approval criteria.
- Establish weekly staff meetings and product knowledge workshops.
- Manage the security and safety of the branch with responsibility to analyze security and safety policies and procedures, and to alert all staff.
- Perform other duties as may be assigned.
Knowledge, Skills, and Abilities Required:
- High School diploma or equivalent.
- Minimum of three years supervisory experience in a financial institution.
- Two years of experience working with savings and checking accounts with an emphasis in consumer lending.
- Professional written and verbal communication skills including excellent grammar and telephone etiquette.
- Ability to handle people and/or situations with tact, diplomacy, and professionalism.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
- Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
- Proficiency with Microsoft Office Products, on-line computer system, and 10 key adding machines.
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
Salary Range: $68,890.00 – $79,559.00/year
Position Purpose:
The Branch Manager is responsible for efficiently supervising the daily operations of his/her business unit to ensure extraordinary member service in areas of account transactions, loan applications, loan turnaround, new accounts and problem solving within established guidelines and procedures. The Branch Manager I position is also charged with motivating and coaching the staff to achieve all branch goals. This position will also remain current on all laws, rules, and regulations including BSA and CIP programs.
Essential Duties and Responsibilities:
- Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
- Prepare, implement and supervise the budget for the branch that is consistent with overall strategic plan and budget of the Credit Union.
- Responsible for implementing company policies and procedures in relation to teller and new account operations. Formulate recommendations concerning important policies and services for review. Remain current on all laws, rules, regulations, policies and procedures pertaining to loans, savings BSA and CIP programs.
- Recruit quality applicants, train and develop tellers and new accounts personnel to maintain proper member relations. Responsible for counseling, performance evaluations, and discipline of assigned employees.
- Responsible for teller maintenance of required cash limitations, minimal branch and teller cash differences as well as limited teller and new account procedural errors. Monitor office activity, including number of transactions, volume, branch profitability, loan volume, loan turnaround, sales and new accounts.
- Responsible for monthly alarm tests, audits and certifications to ensure minimal branch audit exceptions. Work with Internal Auditor and Risk Management to ensure compliance of controls.
- Plan, organize and assign the daily workflow of the teller and new account area via lunch schedules, controlling absenteeism, pro-active problem resolution, etc.
- Ensure acceptable Shoppers Survey scores are maintained or exceeded by monitoring the quality of member service and sales performance.
- Review and approve loan applications within authorized limits and approval criteria.
- Establish weekly staff meetings and product knowledge workshops.
- Manage the security and safety of the branch with responsibility to analyze security and safety policies and procedures, and to alert all staff.
- Perform other duties as may be assigned.
Knowledge, Skills, and Abilities Required:
- High School diploma or equivalent.
- Minimum of three years supervisory experience in a financial institution.
- Two years of experience working with savings and checking accounts with an emphasis in consumer lending.
- Professional written and verbal communication skills including excellent grammar and telephone etiquette.
- Ability to handle people and/or situations with tact, diplomacy, and professionalism.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
- Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
- Proficiency with Microsoft Office Products, on-line computer system, and 10 key adding machines.
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
Salary Range: $132,306.00 – $176,409.00
Position Purpose:
Reporting directly to the CEO, the CFO plays a pivotal role in advancing the strategic direction of the Credit Union. Direct the financial affairs of the Credit Union. Management oversight and supervision of the work of the Accounting/Finance, and Risk and Compliance Departments. Maintain accounting systems, practices, controls, and procedures to conform to accepted accounting/financial principles in accordance with federal and state laws.
Essential Duties and Responsibilities:
- Team Builder: Hire, train, and mentor the Accounting and Risk and Compliance Departments. Conduct performance reviews, recommend salary adjustments, and guide staff to achieve their best.
- Strategic Partner: Be an active member of the Credit Union’s Asset Liability Committee (ALCO).
- Visionary Planner: Play a key role in shaping our strategic and business plans. Use forward-thinking models and analyses to provide financial insights that drive our growth.
- Goal Setter: Establish yearly financial objectives that align with our growth plans.
- Financial Analyst: Oversee net worth and forecast analysis.
- Performance Evaluator: Analyze our financial performance, liquidity, cash flow, budget, and cost control.
- Budget Guru: Manage the annual budget. Prepare and present monthly financial reports, including profit and loss, forecast vs. budget, and cash flow.
- Policy Innovator: Regularly review policies and procedures, recommend changes, and develop new ones for better efficiency.
- Investment Liaison: Act as the main contact with investment houses, financial institutions, and government agencies. Explore new investment opportunities and provide recommendations.
- Tech Savvy: Supervise the creation of reports, software implementation, and tools for budgeting and forecasting.
- Communicator: Oversee the preparation and communication of financial statements.
- Accuracy Champion: Ensure the accuracy of all financial and statistical reports for the Board of Directors.
- Compliance Leader: Ensure compliance with all relevant laws and regulations.
- Audit Coordinator: Coordinate audit activities with internal and external auditors.
- Dynamic Contributor: Take on other exciting duties as assigned.
Knowledge, Skills, and Abilities Required:
- Educational Background: Bachelor’s degree in finance or accounting required. MBA is a plus. CPA strongly preferred.
- Experience: Minimum five years of CFO experience in the financial services industry.
- Analytical Skills: Excellent analytical, reasoning, and problem-solving skills.
- Financial Expertise: Significant experience with budgets, forecasting, analysis, asset/liability management, and investments.
- Organizational Skills: Strong ability to manage multiple projects with multiple deadlines.
- Leadership: Demonstrated leadership ability, confidence, and executive presence. Ability to motivate staff.
- Communication: Professional written and verbal communication skills.
- Collaboration: Excellent collaborative skills and the ability to build positive working relationships.
- Mission-Driven: Understanding of the Credit Union’s mission and vision. Adherence to confidentiality, security, professional conduct, and dress code.
- Tech Proficiency: Proficiency with Microsoft Office Products and database programs.
Salary Range: $23.41 – $25.12
Summary:
Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for members seeking a variety of loans. Responsible for reviewing loan applications, interviewing loan applicants and obtaining other documentation to determine credit worthiness of applicant and disposition of loan. Prepare appropriate documentation and related forms for submittal to the Lending Manager. Develop information and stipulations to process loan applications such as verification of income and credit reports. Employees assigned to this level will underwrite a variety of loans with considerable independence.
Essential Duties and Responsibilities:
- Act as a resource for dealer and staff questions regarding the Credit Union’s loan programs.
- Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for consumer (direct/indirect) and real estate loans.
- Review all applications to insure completeness and accuracy of information. Inform branch personnel, members and/or dealers of loan requirements and matters affecting the granting of loans.
- Set stipulations for loan applications accordingly to achieve sound lending decision.
- Inform management of the progress and performance of dealer partners.
- Prepare monthly production reports and provide information to manager.
- Provide recommendations, written or verbal, to the Lending Manager and/or the Credit Manager with regards to credit applications outside individual underwriting authority.
- Assist branch personnel in facilitating the closing and disbursement of loans insuring that guidelines and stipulations are met.
- Remain current on lending regulations and guidelines.
- Complete reports as requested by management.
- Maintain effective working relationship with staff.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
- All other duties assigned.
Position Requirements and Qualifications:
- High school diploma or equivalent.
- Minimum of two years of underwriting experience or having the equivalent experience by completing all of the following:
- Three years of loan interviewing experience.
- Two years of loan processing experience with consumer loans.
- Minimum of six months of hands on underwriting experience.
- Completion of an industry recognized loan underwriting course, minimum of 20 hours.
- Strong organization, communication (written and verbal) and analytical skills with the ability to explain underwriting requirements in a clear and concise manner.
- Strong knowledge of laws, regulations, policies and procedures as they pertain to lending.
- Proficiency with ten key adding machine, calculator and Microsoft Office products.
- Working knowledge of computers and ability to learn new systems.
- Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
Salary Range: $17.85 – $22.88/hour
Summary:
Provide quality service when communicating with members. Under general supervision, gather and process necessary loan documents for direct and indirect consumer loans and obtain a loan decision. Review loan file for accuracy and correspond with the members on the status of the loan. Prepare loan package for disbursement of loan proceeds. Ensure applicant information is current in all applicable computer systems. Meet disclosure timelines and loan conditions according to policies and regulations.
Essential Duties and Responsibilities:
- Prepare loan applications received through various delivery channels including but not limited to the internet, call center, and lending portal for underwriting.
- Process the documents received for each loan file verifying the accuracy and completeness of each document. Update data within the core system or lending operating system upon receipt of
- Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to member inquiries.
- Notify member of loan decision. Ensure that applicants receive all necessary notifications according to the respective regulations. (i.e., adverse action letter, pre-approval notice, etc.).
- Request necessary documents to complete loan package for funding.
- Complete and ensure all documents contain current and accurate applicant and loan
- Schedule delivery of loan documents in accordance with the member’s request (i.e., in branch signing or the Credit Union’s electronic delivery system.
- Fund loan packages within the applicable time requirements according to loan instructions and stipulations.
- Prepare and submit automatic and ACH payment requests.
- Keep and ensure compliance with Truth in Lending (RegZ), RESPA, ECOA (RegB), Bank Secrecy Act, Customer Identification Program (CIP) and other Federal and State lending laws and regulations.
- Assist loan servicing as needed.
- Assist with processing the indirect loan applications.
- Maintain and balance operator drawer daily.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and State of California Department of Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
- Perform other duties as assigned.
Position Requirements and Qualifications:
- High school diploma or equivalent.
- Minimum of one year of experience in a branch platform experience (new accounts) with six months of loan processing experience.
- May be required to work after normal business hours and on weekends.
- General knowledge of Federal and State regulations as they pertain to lending is a plus.
- Professional written and verbal communication skills including telephone etiquette.
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Attention to detail is essential.
- Proficiency with operating general office equipment (including copier, fax machine, scanner), as well as proficiency with Microsoft Office products (e.g., Word, Excel, etc.).
- Working knowledge of computers and ability to learn new systems.
- Knowledge and understanding of the mission and vision of the Credit Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
Salary Range: $22.64 – $28.30/hour
Summary:
The Operations Supervisor assists the Branch Manager with all daily functions of the branch including training, coaching and monitoring staff to meet all assigned individual goals and objectives. Provide oversight and approval within assigned limits to staff. Communicate and review all procedures with processing staff ensuring all regulatory and compliance aspects are met. Conduct audits; including cash, branch procedures and process completed by branch staff. Assist the Branch Manager with interviewing, hiring and disciplinary action steps.
Essential Duties and Responsibilities:
- Maintain and balance a cash drawer daily.
- Process all teller transactions including deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
- Provide approvals and overrides to member facing staff within limits.
- Perform daily, weekly, monthly, and quarterly audits as outlined.
- Respond and resolve members’ requests, problems, and complaints.
- Provide information regarding Credit Union services and policies.
- Promote and cross-sell Credit Union products and services.
- Support staff as a back up to the new accounts processes, services, and maintenance.
- Ensure compliance with all rules, regulations and processes pertaining to BSA and CIP programs.
- Development and coaching of staff. Make recommendations to branch manager related to action items needed.
- Oversee all functions of the branch in the absence of the branch manager.
- Participate in branch Make suggestions for individual and branch improvement.
- Other duties as may be assigned.
Position Requirements and Qualifications:
- High school diploma or equivalent.
- Minimum of two years of financial industry experience.
- Minimum of one-year of new accounts and supervisory experience.
- Staff development experience e. coaching, training, tracking and monitoring.
- Knowledge of consumer lending practices and processes preferred.
- Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
- Experience with interviewing, counseling, writing reviews, recommendations for promotion and/or termination.
- Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
Salary Range: $81,023.00 – $101,278.00
Summary:
In collaboration with the VP, Operations, the Director of Sales & Service is responsible for the coordination of sales and service in the branch network. Responsibilities include establishing, implementing and ensuring service quality standards by setting goals and objectives by position to support the attainment of the Credit Union’s goals and providing maximum member benefit. Also responsible for monitoring, coaching and training all designated employees to improve and enhance member relationships through product sales and cross-selling opportunities and education. The incumbent will remain current on all laws, rules, and regulations including Bank Secrecy Act (BSA) and Customer Identification Program (CIP) programs.
Essential Duties and Responsibilities:
- Support the responsibilities of the VP, Operations g., review and develop strategic plan in relation to overall Credit Union goals and prepare and report on assigned areas of responsibility.
- Supervise and direct assigned Provide detailed results for performance reviews, recommend salary adjustments, and encourage sales and service delivery thereby maximizing the member experience through optimum performance.
- Coordinate branch promotional support and development activities with marketing staff in order to achieve targeted growth.
- Work with the Marketing Department and Leadership to monitor local competition to make recommendations on products, services, costs, and rates.
- Retain full responsibility for planning, organizing, controlling and coaching the sales and service activities of branch staff.
- In conjunction with the Learning & Development Specialist, develop sales training materials and supervise implementation. Communicate with assigned staff to ensure positive and clear understanding of the Credit Union’s goals and direction.
- Conduct regular onsite visits to each location, observe and develop strategies to ensure outlined goals are consistently achieved.
- Develop, execute and manage an annual budget and sales plan to increase membership, member product penetration, retention and Operate within approved budget.
- Working directly with branch managers, oversee the supervision of all personnel within the branch network.
- Establish, track and recommend changes to monthly sales incentive.
- Review, track and design follow-up plan to address member complaints or concerns identified during follow up contact interactions.
- Provide updates on ancillary and investment providers including sales and revenue for all CUNA products (GAP, MRC, DP and CBSI).
- Provide updates to VP, Operations on branch and individual.
- Remain current on all laws, rules, regulations, policies and procedures pertaining to loans, savings, BSA and CIP programs.
- Perform other duties as may be
Position Requirements and Qualifications:
- Bachelor’s Degree in Business Administration or related field plus five years of direct management experience in all phases of retail financial service delivery with special emphasis in managing a sales program, cultivating a sales environment, loan interviewing and loan processing. In lieu of post-secondary education requirement, seven years of experience in branch administration will be considered.
- Experience managing multiple branch locations including developing and leading a successful sales program.
- Experience with coaching, setting goals, monitoring results and establishing action plans to address improvement.
- Must possess consultative sales and business development skills as well as effective cross-selling techniques.
- Accountability in meeting established deadlines related to
- Must possess professional written and verbal communication skills
- Proficiency with Microsoft Office Products and on-line computer
- Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
Salary Range:$20.09 – $25.12/hour
Summary:
The Senior Member Service Representative is responsible for efficiently handling all savings functions, interviewing loan applicants, and disbursing loans in a friendly and professional manner. This position will also remain current on all laws, rules and regulations including Bank Secrecy Act (BSA) and Customer Identification Program (CIP) programs and processes.
Essential Duties and Responsibilities:
- Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to requests for information pertaining to membership, products/services and loans.
- Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately.
- Disburse loans as authorized and approved by underwriting and/or Credit Committee.
- Discuss options available to members for real estate inquiries. Take applications through our mortgage LOS, act as liaison for members to ensure smooth transaction for all phases of loan process up to funding.
- Maintain accurate dual control logs of applicable negotiable items sold to members.
- Accept deposits, withdrawals, transfers and loan payments.
- Handle requests to increase scheduled loan payments.
- Complete and maintain monthly sales logs and reports.
- Meet outlined goals and objectives established for cross-sell on new memberships & loan funding. Adhere to outlined error ratios on funded loans and memberships.
- Meet and maintain established ancillary goals e. CBSI, GAP, MRC and Debt Protection.
- Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
- Perform other duties assigned.
Position Requirements and Qualifications:
- High school diploma or equivalent.
- Minimum of two years’ experience in a financial institution with a minimum of one year of new accounts experience.
- Minimum of one year of experience in consumer lending.
- Preferred knowledge of mortgage lending practices and policies.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
- Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
- Professional written and verbal communication skills including excellent grammar and telephone etiquette.
- Ability to handle people and/or situations with tact, diplomacy, and professionalism.
- Proficiency with Microsoft Office products, 10 key adding machine and on-line computer core processing system.
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
- Support of Business Development at onsite events and/or Marketing efforts within the community.
Salary Range: $17.85 – $20.88/hour
Summary:
To perform routine member transactions such as receiving and disbursing funds, posting deposits, loan payments, and withdrawals in an accurate, efficient, friendly, and professional manner. This position will also remain current on all laws, rules and regulations including BSA and CIP programs and processes.
Essential Duties and Responsibilities:
- Maintain and balance a cash drawer daily.
- Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
- Process stop payments.
- Provide members with information pertaining to account status, including current balances and loan pay-off amount.
- Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
- Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
- Promote and cross-sell Credit Union products and services.
- Issue and encode ATM cards.
- Prepare payroll deduction forms and net check/ACH requests.
- Ensure compliance with all processes pertaining to BSA and CIP programs.
- Other duties as may be assigned.
Position Requirements and Qualifications:
- High school diploma or equivalent.
- Minimum of six month of cash handling experience in a customer service environment.
- Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
Salary Range: $17.85 – $20.88/hour
Summary:
To perform routine member transactions such as receiving and disbursing funds, posting deposits, loan payments, and withdrawals in an accurate, efficient, friendly, and professional manner. This position will also remain current on all laws, rules and regulations including BSA and CIP programs and processes. Availability to work and relocate as needed within multiple locations in any given day.
Essential Duties and Responsibilities:
- Maintain and balance a cash drawer daily.
- Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
- Process stop payments.
- Provide members with information pertaining to account status, including current balances and loan pay-off amount.
- Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
- Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
- Promote and cross-sell Credit Union products and services.
- Issue and encode ATM cards.
- Prepare payroll deduction forms and net check/ACH requests.
- Ensure compliance with all processes pertaining to BSA and CIP programs.
- Meet established referral goals based on hours worked.
- Other duties as may be assigned.
Position Requirements and Qualifications:
- High school diploma or equivalent.
- Minimum of one year of teller experience.
- Minimum of six-months of sales/referral experience.
- Professional written and verbal communication skills including excellent grammar and telephone etiquette.
- Ability to handle people and/or situations with tact, diplomacy, and professionalism.
- Proficiency with Microsoft Office products, 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.