Mid-Hudson Valley Federal Credit Union
Part-Time Member Account Specialist (Teller) - Saugerties Branch
Mid-Hudson Valley Federal Credit Union, Saugerties, New York, United States
Position
Member Account Specialist – Part‑time – Saugerties branch
Responsibilities Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments; receiving checks and cash for deposit to accounts, verifying amounts, examining checks for proper endorsement and following fraud prevention procedures and funds availability; performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act; assisting with counting cash shipments, end‑of‑night balancing, opening and closing procedures; performing first‑line maintenance of equipment (ITM, ATM, TCR) as well as reconciliation and settlement of equipment; performing vault cash buy/sell as required; assisting with daily vault and branch reconciliation; assisting members with routine member service needs including but not limited to Home Banking and Bill Pay; resetting passwords, unlocking accounts, issuing instant‑issue debit cards, adding cards, resetting PIN tries, and performing research on Quick Assist or similar program; printing images of member checks, statements, and starter checks and performing member contact information updates; opening secondary savings accounts for existing members and opening/closing safe deposit box agreements; promoting, explaining, and cross‑selling all credit union products and services and maintaining daily teller referral tracking and submitting to management as prescribed; meeting or exceeding established individual teller referral and sales goals and maintaining an up‑to‑date and comprehensive knowledge on all credit union products and services; performing member relationship calls as directed by the Branch Manager and assisting in the training and development of newly hired teller staff; organizing workstation to maximize efficiency and maintain a professional appearance; greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions; ensuring member requests and questions are promptly resolved; receiving and processing account information as needed; maintaining privacy of member account information and performing daily cash settlement without differences in cash and checks; maintaining balancing record of 90% or better and cash box limits as outlined in the Security Standards; performing daily cash settlement; and maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations.
Qualifications One year to three years of similar or related experience; a high school education or GED; strong time management skills and the ability to manage multiple workloads with successful results; the ability to work independently; excellent verbal and written communication skills and listening skills; strong computer skills (Microsoft Office); candidates must be able to bend, sit and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs; must be capable of climbing/descending stairs in an emergency situation; normal vision and hearing abilities required; must be able to operate routine office equipment including computer terminals, keyboards, telephones, copiers, facsimiles and calculators; must be able to routinely perform work on computer for an average of 6-8 hours per day; must be able to work extended hours or travel off‑site whenever required or requested by management; must be capable of regular, reliable and timely attendance; must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team; must be able to read and carry out various written instructions and follow oral instructions; must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures and demonstrate highest level of customer service and discretion; being able to perform responsibilities with composure under the stress of deadlines, requirements for extreme accuracy and quality and fast pace is crucial; capable of exercising highest level of discretion on both internal and external confidential matters; work is generally performed in an office environment, primarily in a climate‑controlled environment with minimal safety/health hazard potential; sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use; standard office equipment available.
EEO Statement Equal Employment Opportunity Commitment Mid‑Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
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Responsibilities Processing member transactions including deposits, withdrawals, loan payments, cashing checks, and the purchase of monetary instruments; receiving checks and cash for deposit to accounts, verifying amounts, examining checks for proper endorsement and following fraud prevention procedures and funds availability; performing transactions within credit union policy, regulatory compliance, and the Bank Secrecy Act; assisting with counting cash shipments, end‑of‑night balancing, opening and closing procedures; performing first‑line maintenance of equipment (ITM, ATM, TCR) as well as reconciliation and settlement of equipment; performing vault cash buy/sell as required; assisting with daily vault and branch reconciliation; assisting members with routine member service needs including but not limited to Home Banking and Bill Pay; resetting passwords, unlocking accounts, issuing instant‑issue debit cards, adding cards, resetting PIN tries, and performing research on Quick Assist or similar program; printing images of member checks, statements, and starter checks and performing member contact information updates; opening secondary savings accounts for existing members and opening/closing safe deposit box agreements; promoting, explaining, and cross‑selling all credit union products and services and maintaining daily teller referral tracking and submitting to management as prescribed; meeting or exceeding established individual teller referral and sales goals and maintaining an up‑to‑date and comprehensive knowledge on all credit union products and services; performing member relationship calls as directed by the Branch Manager and assisting in the training and development of newly hired teller staff; organizing workstation to maximize efficiency and maintain a professional appearance; greeting and welcoming members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions; ensuring member requests and questions are promptly resolved; receiving and processing account information as needed; maintaining privacy of member account information and performing daily cash settlement without differences in cash and checks; maintaining balancing record of 90% or better and cash box limits as outlined in the Security Standards; performing daily cash settlement; and maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations.
Qualifications One year to three years of similar or related experience; a high school education or GED; strong time management skills and the ability to manage multiple workloads with successful results; the ability to work independently; excellent verbal and written communication skills and listening skills; strong computer skills (Microsoft Office); candidates must be able to bend, sit and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs; must be capable of climbing/descending stairs in an emergency situation; normal vision and hearing abilities required; must be able to operate routine office equipment including computer terminals, keyboards, telephones, copiers, facsimiles and calculators; must be able to routinely perform work on computer for an average of 6-8 hours per day; must be able to work extended hours or travel off‑site whenever required or requested by management; must be capable of regular, reliable and timely attendance; must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team; must be able to read and carry out various written instructions and follow oral instructions; must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures and demonstrate highest level of customer service and discretion; being able to perform responsibilities with composure under the stress of deadlines, requirements for extreme accuracy and quality and fast pace is crucial; capable of exercising highest level of discretion on both internal and external confidential matters; work is generally performed in an office environment, primarily in a climate‑controlled environment with minimal safety/health hazard potential; sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use; standard office equipment available.
EEO Statement Equal Employment Opportunity Commitment Mid‑Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
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