Careers at Wheelhouse

Salary Range: $68,640.00 – $77,582.00/year

Summary:
The Assistant Branch Manager – Floater Pool assists in various branches with all daily functions of the branch including training, coaching, and monitoring floating staff to meet all assigned individual goals and objectives. Provides oversight and approval within assigned limits to staff. Communicates and reviews all procedures with processing staff ensuring all regulatory and compliance aspects are met. Ensure the safety and security of employees, members, and data. Provides guidance to the staff by exhibiting excellent management and member service skills to members, coworkers, and management. Availability to work and relocate as needed within multiple locations in any given day. This is a non-remote position and will require the employee to report to work on-site at the designated work location.

Essential Duties and Responsibilities:
1. Assume the responsibilities of the Manager during his/her absence.
2. Create and monitor performance plans for Floater Pool employee development through counseling, coaching, performance evaluations, training, motivation, and discipline.
3. Train, mentor, develop and supervise assigned Floater Pool staff, which could include Tellers, Member Service Representative (MSRs) and Sr. Member Service Representatives (Sr. MSRs).
4. Oversee, plan, organize and assign the daily schedule of all Floater Pool staff to ensure optimal coverage at all branch locations.
5. Provide approvals and overrides to member facing staff within assigned limits.
6. Respond and resolve members’ requests, problems, and complaints.
7. Provide information regarding Credit Union products, services, and policies.
8. Promote and cross-sell Credit Union products and services.
9. Support staff as a back up to the new accounts/loan processes, services, and maintenance.
10. Ensure compliance with all rules, regulations, and processes pertaining to BSA and CIP programs.
11. Participate and/or lead branch meetings. Make suggestions for individual and branch improvement.
12. Remain eligible to register with NMLS registry and State of California Department of Insurance.
13. Other duties as may be assigned.

Position Requirements and Qualifications:
1. High school diploma or equivalent.
2. Minimum of three years of financial industry experience.
3. Minimum of two years of new accounts and supervisory experience.
4. Staff development experience i.e., coaching, training, tracking, and monitoring.
5. Knowledge of consumer lending practices and processes preferred.
6. Experience with interviewing, counseling, writing reviews, recommendations for promotion and/or termination.
7. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
8. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
9. 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: $80,650.00 – $92,073.00/year

Position Purpose:  Following established policies and procedures the Assistant Controller will support the AVP of Finance & Accounting in managing the accounting operations of the Credit Union. The Assistant Controller completes broad-based accounting assignments requiring advanced knowledge of accounting theory and in compliance with general accepted accounting principles (GAAP).  Responsibilities include supervising the Accounting Department Staff, general ledger/bank account reconciliations, month-end close, financial statement preparation, and regulatory/tax reporting.  Ensure complete, accurate, and timely completion of financial records for the Credit Union.

Essential Duties and Responsibilities:

1. Prepare periodic, month-end, and quarter-end closing entries to properly account for general ledger activities in accounting system, core banking platform and other third-party systems.
2. Responsible for the preparation of financial statements, management reports, and NCUA 5300 Call reports. Review and analyze fluctuations and variances in balance sheet and income statement accounts.  Streamline and improve the data collection and reporting process.
3. Assist in the monthly analysis of Current Expected Credit Losses (CECL) to include updating/validating data and preparing associated reports. Working with the AVP of Finance and Accounting to ensure analysis in compliance with GAAP and regulatory requirements.
4. Assist in certifying general ledger/bank account reconciliation prepared by Accountants.
5. Complete general ledger and/or bank account reconciliations and ensures the accurate and timely resolution of reconciling items. Research and correct discrepancies.
6. Assist the AVP Finance in monitoring and reporting the Credit Union’s financial performance, ensuring it is consistent with Asset-Liability Management (ALM) policy.
7. Analyze and the Credit Union’s liquidity position to ensure current and forecasted levels are within policy and adequately meet the day-to-day demands.
8. Supervise the Accounting Staff. Conduct performance reviews, recommend salary adjustments, and counsel staff toward optimum performance.
9. Participate in review and certification of employee payroll processing prior to and/or post submission.
10. Prepare and/or coordinate the preparation of Credit Union federal/state income and property tax returns, which include the 990 and 990T. Ensure the timely payment of all taxes.
11. Provide support for internal and external auditors, and regulators. Collect fieldwork data for audits and exams including but not limited to confirmation letters, audit questionnaires, pro forma data and other audit schedules.
12. Assist in the development of the annual financial budget, ensuring strategies, goals, and adherence to ALM policy.
13. Assist in developing, documenting, maintaining, and improving policies, procedures, processes and internal controls related to operational and financial accounting functions. Ensure process documentation and desktop procedures are accurate and updated timely.
14. Maintain effective communication and coordination with Credit Union personnel and with management.
15. Other duties as assigned.

Knowledge, Skills, and Abilities Required: 

1. Bachelor’s degree in accounting, finance or a related field.
2. Minimum of five years performing the accounting function for financial institution is preferred.
3. Strong knowledge of GAAP and other accounting principles.
4. Certified Public Accountant (CPA) certification preferred.
5. Proficiency with Microsoft Office Products and advanced Excel skills are required.
6. Professional written and verbal communication skills.
7. Excellent analytical, and problem-solving skills as well as a high degree of organization and the ability to handle multiple projects and deadlines.
8. Excellent collaborative skills and the ability to develop and maintain positive working relationships.
9. Knowledge and understanding of the Mission, Vision, and Values 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:

1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Prepare, implement and supervise the budget for the branch that is consistent with overall strategic plan and budget of the Credit Union.
3. 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.
4. 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.
5. 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.
6. 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.
7. Plan, organize and assign the daily workflow of the teller and new account area via lunch schedules, controlling absenteeism, pro-active problem resolution, etc.
8. Ensure acceptable Shoppers Survey scores are maintained or exceeded by monitoring the quality of member service and sales performance.
9. Review and approve loan applications within authorized limits and approval criteria.
10. Establish weekly staff meetings and product knowledge workshops.
11. Manage the security and safety of the branch with responsibility to analyze security and safety policies and procedures, and to alert all staff.
12. Perform other duties as may be assigned.

Knowledge, Skills, and Abilities Required:

1. High School diploma or equivalent.
2. Minimum of three years supervisory experience in a financial institution.
3. Two years of experience working with savings and checking accounts with an emphasis in consumer lending.
4. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
5. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
6. 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.
7. 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.
8. Proficiency with Microsoft Office Products, on-line computer system, and 10 key adding machines.
9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
10. 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:

1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Prepare, implement and supervise the budget for the branch that is consistent with overall strategic plan and budget of the Credit Union.
3. 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.
4. 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.
5. 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.
6. 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.
7. Plan, organize and assign the daily workflow of the teller and new account area via lunch schedules, controlling absenteeism, pro-active problem resolution, etc.
8. Ensure acceptable Shoppers Survey scores are maintained or exceeded by monitoring the quality of member service and sales performance.
9. Review and approve loan applications within authorized limits and approval criteria.
10. Establish weekly staff meetings and product knowledge workshops.
11. Manage the security and safety of the branch with responsibility to analyze security and safety policies and procedures, and to alert all staff.
12. Perform other duties as may be assigned.

Knowledge, Skills, and Abilities Required:

1. High School diploma or equivalent.
2. Minimum of three years supervisory experience in a financial institution.
3. Two years of experience working with savings and checking accounts with an emphasis in consumer lending.
4. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
5. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
6. 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.
7. 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.
8. Proficiency with Microsoft Office Products, on-line computer system, and 10 key adding machines.
9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
10. 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:

1. 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.
2. Strategic Partner: Be an active member of the Credit Union’s Asset Liability Committee (ALCO).
3. 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.
4. Goal Setter: Establish yearly financial objectives that align with our growth plans.
5. Financial Analyst: Oversee net worth and forecast analysis.
6. Performance Evaluator: Analyze our financial performance, liquidity, cash flow, budget, and cost control.
7. Budget Guru: Manage the annual budget. Prepare and present monthly financial reports, including profit and loss, forecast vs. budget, and cash flow.
8. Policy Innovator: Regularly review policies and procedures, recommend changes, and develop new ones for better efficiency.
9. Investment Liaison: Act as the main contact with investment houses, financial institutions, and government agencies. Explore new investment opportunities and provide recommendations.
10. Tech Savvy: Supervise the creation of reports, software implementation, and tools for budgeting and forecasting.
11. Communicator: Oversee the preparation and communication of financial statements.
12. Accuracy Champion: Ensure the accuracy of all financial and statistical reports for the Board of Directors.
13. Compliance Leader: Ensure compliance with all relevant laws and regulations.
14. Audit Coordinator: Coordinate audit activities with internal and external auditors.
15. Dynamic Contributor: Take on other exciting duties as assigned.

Knowledge, Skills, and Abilities Required:

1. Educational Background: Bachelor’s degree in finance or accounting required. MBA is a plus. CPA strongly preferred.
2. Experience: Minimum five years of CFO experience in the financial services industry.
3. Analytical Skills: Excellent analytical, reasoning, and problem-solving skills.
4. Financial Expertise: Significant experience with budgets, forecasting, analysis, asset/liability management, and investments.
5. Organizational Skills: Strong ability to manage multiple projects with multiple deadlines.
6. Leadership: Demonstrated leadership ability, confidence, and executive presence. Ability to motivate staff.
7. Communication: Professional written and verbal communication skills.
8. Collaboration: Excellent collaborative skills and the ability to build positive working relationships.
9. Mission-Driven: Understanding of the Credit Union’s mission and vision. Adherence to confidentiality, security, professional conduct, and dress code.
10. Tech Proficiency: Proficiency with Microsoft Office Products and database programs.

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:

1. Prepare loan applications received through various delivery channels including but not limited to the internet, call center, and lending portal for underwriting.
2. 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
3. Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to member inquiries.
4. 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.).
5. Request necessary documents to complete loan package for funding.
6. Complete and ensure all documents contain current and accurate applicant and loan
7. 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.
8. Fund loan packages within the applicable time requirements according to loan instructions and stipulations.
9. Prepare and submit automatic and ACH payment requests.
10. 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.
11. Assist loan servicing as needed.
12. Assist with processing the indirect loan applications.
13. Maintain and balance operator drawer daily.
14. 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.
15. Perform other duties as assigned.

Position Requirements and Qualifications:

1. High school diploma or equivalent.
2. Minimum of one year of experience in a branch platform experience (new accounts) with six months of loan processing experience.
3. May be required to work after normal business hours and on weekends.
4. General knowledge of Federal and State regulations as they pertain to lending is a plus.
5. Professional written and verbal communication skills including telephone etiquette.
6. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
7. Attention to detail is essential.
8. Proficiency with operating general office equipment (including copier, fax machine, scanner), as well as proficiency with Microsoft Office products (e.g., Word, Excel, etc.).
9. Working knowledge of computers and ability to learn new systems.
10. 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 Mortgage Specialist is primarily responsible for efficiently handling all mortgage related inquiries and applications.  An annual minimum in mortgage originations is required in order to meet the production goals for this position.  Additionally, they will have support roles in interviewing consumer 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 and Customer Information Programs and processes.

Essential Duties and Responsibilities:

1. Effectively sell First Mortgage and all other real estate secured products and services to meet each member’s individual financial needs and goals.
2. Originate Mortgage Loan applications using loan origination systems (LOS), and utilize sales tools to assist clients in choosing the right loan for their personal financial situation.
3. Follow-up on all assigned Mortgage Loan leads and update the status in the LOS, within established timelines to ensure all service guarantees are met.  Update LOS with all contact made with the members regarding their loan.
4. Originate HELOC and 2nd Trust Deed loans applications using the LOS, when applicable. Coordinate the mortgage application process between the member and appropriate parties including the loan processing team to ensure an extraordinary service experience.
5. Manage loan pipelines, including timely and proactive follow-up on leads, approved loans, meeting targeted closing ratio and other product cross sell ratios.  Notate conversations logs as required by management.
6. Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately.
7. Open new membership accounts, promote and cross-sell Credit Union products and services, and responds to requests for information pertaining to deposit accounts and loans.
8. Disburse loans as authorized by Credit Committee.
9. Complete and maintain monthly sales logs and reports.
10. Cross-sell and refer investment and insurance products.
11. Meet minimum loan production goals and all other goals as assigned.
12. Adhere to Credit Union Policy and Procedures, complete annual compliance training.
13. Ensure compliance with all processes pertaining to BSA, CIP and REG E programs.
14. Perform other duties as may be assigned.

Position Requirements and Qualifications:

1. High School diploma or equivalent.
2. Minimum of three years of experience in a financial institution with a minimum of one year of mortgage, consumer loan and new accounts experience.
3. Preferred knowledge of mortgage lending practices and policies.
4. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
5. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
6. 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.
7. 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.
8. Proficiency with Microsoft Office products, 10 key adding machine, on-line computer system, and typewriter.
9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
10. 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: $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:

1. Maintain and balance a cash drawer daily.
2. Process all teller transactions including deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
3. Provide approvals and overrides to member facing staff within limits.
4. Perform daily, weekly, monthly, and quarterly audits as outlined.
5. Respond and resolve members’ requests, problems, and complaints.
6. Provide information regarding Credit Union services and policies.
7. Promote and cross-sell Credit Union products and services.
8. Support staff as a back up to the new accounts processes, services, and maintenance.
9. Ensure compliance with all rules, regulations and processes pertaining to BSA and CIP programs.
10. Development and coaching of staff. Make recommendations to branch manager related to action items needed.
11. Oversee all functions of the branch in the absence of the branch manager.
12. Participate in branch Make suggestions for individual and branch improvement.
13. Other duties as may be assigned.

Position Requirements and Qualifications:

1. High school diploma or equivalent.
2. Minimum of two years of financial industry experience.
3. Minimum of one-year of new accounts and supervisory experience.
4. Staff development experience e. coaching, training, tracking and monitoring.
5. Knowledge of consumer lending practices and processes preferred.
6. 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.
7. Experience with interviewing, counseling, writing reviews, recommendations for promotion and/or termination.
8. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
10. 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:$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:

1. 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.
2. Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately.
3. Disburse loans as authorized and approved by underwriting and/or Credit Committee.
4. 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.
5. Maintain accurate dual control logs of applicable negotiable items sold to members.
6. Accept deposits, withdrawals, transfers and loan payments.
7. Handle requests to increase scheduled loan payments.
8. Complete and maintain monthly sales logs and reports.
9. Meet outlined goals and objectives established for cross-sell on new memberships & loan funding. Adhere to outlined error ratios on funded loans and memberships.
10. Meet and maintain established ancillary goals e. CBSI, GAP, MRC and Debt Protection.
11. Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
12. Perform other duties assigned.

Position Requirements and Qualifications:

1. High school diploma or equivalent.
2. Minimum of two years’ experience in a financial institution with a minimum of one year of new accounts experience.
3. Minimum of one year of experience in consumer lending.
4. Preferred knowledge of mortgage lending practices and policies.
5. 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.
6. 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.
7. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
8. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
9. Proficiency with Microsoft Office products, 10 key adding machine and on-line computer core processing system.
10. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
11. 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.
12. 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:

1. Maintain and balance a cash drawer daily.
2. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
3. Process stop payments.
4. Provide members with information pertaining to account status, including current balances and loan pay-off amount.
5. Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
6. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations.
7. Promote and cross-sell Credit Union products and services.
8. Issue and encode ATM cards.
9. Prepare payroll deduction forms and net check/ACH requests.
10. Ensure compliance with all processes pertaining to BSA and CIP programs.
11. Other duties as may be assigned.

Position Requirements and Qualifications: 

1. High school diploma or equivalent.
2. Minimum of six month of cash handling experience in a customer service environment.
3. Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
4. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
5. 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.