Purdue Federal
Union St Branch
1520 Union St
Lafayette, IN 47904, USA
The key purpose of this position is to provide an exceptional in‑branch member experience by handling all basic member needs including teller transactions, account maintenance, educating members, making recommendations, and card issues.
Responsible for performing a variety of cash and non‑cash transactions. This includes:
Cashing checks
Receiving deposits
Processing funds transfers
Processing loan payments
Verifying authenticity of negotiable instruments
Selling cashier’s checks, teller’s checks, and money orders
Help with end of day balancing if necessary
Notary services
Responsible for assisting members with their account maintenance needs. This can include but is not limited to the following:
Resolving account discrepancies by performing file maintenance and account changes as applicable (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add/remove joints and beneficiaries, etc.)
Educating and helping members with electronic services including automated phone system, Mobile Banking App, Online Banking, MRDC, etc.
Research and resolve account issues
Responsible for performing various card (ATM and Debit) related functions. This includes:
Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
Maintaining an accurate log of cards processed, destroyed, and received
Researching fraud, transaction history, payments, and purchases
Completing loss and stolen reports as needed
Act as a liaison between member and Card Services department
Balancing instant issue card machine and doing card stock inventory daily
Referrals
Maintain and deepen relationships with credit union members
Identify needs and refer members to Purdue Fed team members who have expertise in those products and services
Encourage members to use self‑service banking solutions
Additional Requirements
Analytical Skills
– Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc.…)
People Skills
– Ability to quickly and effectively build relationships through listening and interacting with members and associates.
Problems Solving Skills
– To effectively and efficiently arrive at a solution to various problems encountered.
Communication Skills
– Being able to discuss items with members and co‑workers in a clear and precise manner while being an active listener.
Interpersonal Skills
– Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
Mult‑tasking Skills
– Prioritizing and working on multiple tasks as required in a timely manner.
Mathematical Skills
– To ensure calculations are done correctly by using basic mathematical skills.
Cash Handling Skills
– Being able to handle high volume of cash through the workday.
Company Specific Software
– Fiserv, DocuSign, Meridian Link, and others
Education High School Diploma or Equivalent or better in Other.
Experience
1 year: Customer Service
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
The key purpose of this position is to provide an exceptional in‑branch member experience by handling all basic member needs including teller transactions, account maintenance, educating members, making recommendations, and card issues.
Responsible for performing a variety of cash and non‑cash transactions. This includes:
Cashing checks
Receiving deposits
Processing funds transfers
Processing loan payments
Verifying authenticity of negotiable instruments
Selling cashier’s checks, teller’s checks, and money orders
Help with end of day balancing if necessary
Notary services
Responsible for assisting members with their account maintenance needs. This can include but is not limited to the following:
Resolving account discrepancies by performing file maintenance and account changes as applicable (disputes, unauthorized transactions, stop payments, change of address, name changes, wires, add/remove joints and beneficiaries, etc.)
Educating and helping members with electronic services including automated phone system, Mobile Banking App, Online Banking, MRDC, etc.
Research and resolve account issues
Responsible for performing various card (ATM and Debit) related functions. This includes:
Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards
Maintaining an accurate log of cards processed, destroyed, and received
Researching fraud, transaction history, payments, and purchases
Completing loss and stolen reports as needed
Act as a liaison between member and Card Services department
Balancing instant issue card machine and doing card stock inventory daily
Referrals
Maintain and deepen relationships with credit union members
Identify needs and refer members to Purdue Fed team members who have expertise in those products and services
Encourage members to use self‑service banking solutions
Additional Requirements
Analytical Skills
– Ability to analyze applications, reports, data, and documents required to continue the request (CIP, credit reports, etc.…)
People Skills
– Ability to quickly and effectively build relationships through listening and interacting with members and associates.
Problems Solving Skills
– To effectively and efficiently arrive at a solution to various problems encountered.
Communication Skills
– Being able to discuss items with members and co‑workers in a clear and precise manner while being an active listener.
Interpersonal Skills
– Working as part of a team to build positive work relationships and experience, serve members and achieve branch goals.
Mult‑tasking Skills
– Prioritizing and working on multiple tasks as required in a timely manner.
Mathematical Skills
– To ensure calculations are done correctly by using basic mathematical skills.
Cash Handling Skills
– Being able to handle high volume of cash through the workday.
Company Specific Software
– Fiserv, DocuSign, Meridian Link, and others
Education High School Diploma or Equivalent or better in Other.
Experience
1 year: Customer Service
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr