Careers at Wheelhouse

The Helpdesk Technician will have the following job duties:

1. Provide computer system and application help-desk support by assisting end-users with software/hardware problems and inquiries. Resolution for problems are tested to ensure problems have been adequately resolved.
2. Under general supervision, provide diagnosis of minor to complex problems of equipment or application failure.
3. Provide core processor support for daily, weekly, and monthly processing routines on a rotating schedule.
4. Install, configure, test, maintains and monitor, end-user hardware/software, peripheral devices, printing/scanning devices, presentation equipment, and other products. Document all actions/activities performed.
5. Monitor, maintain and report system performance on the Credit Union’s core system to the Network Manager as needed.
6. Make recommendations to supervisor in setting Credit Union personal computer standards.
7. Maintain Credit Union personal computer (PC) and peripheral device inventory.
8. Prioritize and escalate problems to the appropriate person(s) when necessary.
9. Establish new users, deactivate users, and assign employees to security levels on all network and software systems according to established guidelines/procedures. Maintain log of user and security level assignments.
10. Set up and configures new personal computers and reconfigures existing PCs according to standards.
11. Assist the IT Department to accurately maintain business continuity and disaster recovery plans and other documentation, network diagrams, application flow charts, and risk assessments.
12. Prepare various types of correspondence, complete/create required reports/records accurately and promptly, and perform other administrative duties as necessary.
13. Keep supervisor informed of area activities and any significant problems or concerns.
14. Assist area personnel and other departments/branches as needed in compliance with IT Department Personnel Quality Service Standards.
15. Develop and maintain effective working relations with coworkers, vendors, trade professionals, and other business contacts.
16. Keep work area clean, secure, and well maintained.
17. Stay abreast of technology trends and changes and remain compliant with all programs, policies, procedures, and regulations.
18. Maintain confidentiality of Credit Union/member/employee information in accordance with policies.
19. Complete special projects and other duties as assigned.
20. Maintain regular work attendance.
21. Provide after-hours and weekend on-call support and batch processing for Credit Union systems on a rotating basis.

The requirements for the Helpdesk Technician position include:

1. High school diploma or equivalent.
2. Understanding of PC hardware and operating systems software.
3. Understanding of application software and methods to adapt software to users’ needs (including but not limited to Microsoft and other desktop applications).
4. Microsoft Certified Professional, A+ certification, or demonstrable skills in Operation/PC support.
5. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
6. May be required to work evenings or weekends.
7. The ability to lift and carry equipment up to 50 pounds in weight.

The Member Service Representative (Floater) position will have the following job duties:

1. Maintain and balance a cash drawer daily. Accept deposits, share withdrawals, transfers, loan payment, payoffs, and process and post mail daily.
2. Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to requests for information pertaining to savings, share drafts, and loans.
3. Forward completed loan application and work-up sheet to the Lending Department or Loan Officer for approval.
4. Issue and encode ATM cards. Maintain proper dual control logs.
5. Prepare payroll deduction forms and net paycheck/ACH requests. Furnish accompanying data necessary to process forms.
6. Sell Traveler’s Cheques and maintain individual inventory log.
7. Process MOR loan advances and VISA cash advances.
8. Submit new member signature cards and maintain existing files.
9. Ensure compliance with all processes pertaining to BSA, CIP, REG E programs, and compliance.
10. Track and maintain all sales efforts as outlined in established sales plan.
11. Availability to work and relocate as needed within multiple locations in any given day.
12. Perform other duties as assigned.

The requirements for the Member Service Representative (Floater) position include:

• High school diploma or equivalent.
• Minimum of one year of teller experience.
• Minimum of six months to one year of New Account experience. Preferred knowledge of Consumer lending practices and policies.
• 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.
• Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.

The Teller II will have the following job duties:

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. Sell Traveler’s Cheques and maintain individual inventory log.
10. Prepare payroll deduction forms and net check/ACH requests.
11. Ensure compliance with all processes pertaining to BSA and CIP programs.
12. Meet established referral goals based on hours worked.
13. Other duties as may be assigned.

The requirements for the Teller II position include:

1. High school diploma or equivalent.
2. Minimum of one year of teller experience.
3. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
4. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
5. Proficiency with Microsoft Office products, 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
6. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
7. Minimum of six months of sales/referral experience