Rallycu
Job Details
Job Location: Pharr Branch - Pharr, TX 78577
Primary Objective of Position Ensure branch has adequate cash for operations. Supervises and provides technical assistance to all Teller staff. Able to problem solve and trouble shoot issues as they arise. Maintain knowledge of credit union’s products and services for referrals. Responsible for the daily operations of the ATM/s assigned to location.
Essential Job Functions
Maintains excellence in delivering member service and exceeding the credit union and department service standards; greet and welcome members to the credit union in a courteous, professional, and timely manner, ensuring prompt, accurate and efficient member service and/or transactions.
Answers member and staff questions, solves problems, and assists with complex transactions and sensitive member issues. Explains policies and procedures to members.
Assumes responsibility for ensuring and performing efficient, effective, and professional front line operations. Assists with assignment and distribution of workflow.
Supports and encourages employees to actively cross sell Credit Union products and services.
Maintains an up-to-date and comprehensive knowledge on all Credit Union products and services that are handled or promoted such as electronic services, debit and credit cards, money orders, and safe deposit boxes.
Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
Ensures that personnel are well trained, effective, and optimally utilized. Provides instruction regarding policy, procedure, and service and product offerings. Will assist in training and developing employees.
Makes judgments for staff (within limits of authority) pertaining to cashing and/or accepting checks or drafts.
Investigates staff out of balance conditions and institutes corrective procedures. Assists in finding balancing errors. Ensures that staff and vault balance at the end of each day and that all monies are secured in accordance with established procedures.
Scan daily work and perform such other functions that might be needed from time to time and assist others to complete tasks and work assignments.
Reconcile branch reports and GL accounts as required.
Performs procedures for opening and closing of operations, including vault, alarm, and door duties.
Notify manager of surveillance system, ATM, alarm systems, drive thru and branch equipment malfunctions, dispatch service as necessary.
Adheres to dual control processes and audits cash drawers as required.
Adherence to security, internal control procedures, policies, mandatory training, compliance, product, and credit union training.
Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures.
Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
Responsible for completing BSA/AML compliance training annually.
All other duties assigned.
Relationships and Contacts Supervise Approximately: Up to 20
Reports To: Branch Manager
Contacts: Frequent contact with employees, members and vendors face to face and on the phone. Considerable tact and diplomacy are necessary to deal with difficult member issues. Teller Manager where applicable.
Requirements Education High school Diploma/GED is required
Experience
Incumbent must have minimum of two (2) years prior experience in financial institution in teller area or one (1) year in financial teller area and one (1) year comparable experience in decision making and cash handling.
Physical Requirements
Position involves wrist / hand manipulation; restriction to workstation for extended periods of time; ability to lift to 50lbs.; ability to bend stoop and reach overhead.
Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.
May be required to stand for extended periods of time.
Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction.
Must be able to drive a vehicle and have a valid Texas driver’s license.
Must be flexible and willing to travel or relocate to different branches, as scheduled, or needed.
Mental Requirements
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 have a strong ability to read and carry out various written instructions and follow oral instructions.
Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Equipment Requirements
Personal computer with windows environment, debit card imprinter, calculator, scanner, ATM/ITMs, currency counter, drive-thru equipment, cash advance terminal, copier, cash advance terminal, and cash machines.
I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.
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Primary Objective of Position Ensure branch has adequate cash for operations. Supervises and provides technical assistance to all Teller staff. Able to problem solve and trouble shoot issues as they arise. Maintain knowledge of credit union’s products and services for referrals. Responsible for the daily operations of the ATM/s assigned to location.
Essential Job Functions
Maintains excellence in delivering member service and exceeding the credit union and department service standards; greet and welcome members to the credit union in a courteous, professional, and timely manner, ensuring prompt, accurate and efficient member service and/or transactions.
Answers member and staff questions, solves problems, and assists with complex transactions and sensitive member issues. Explains policies and procedures to members.
Assumes responsibility for ensuring and performing efficient, effective, and professional front line operations. Assists with assignment and distribution of workflow.
Supports and encourages employees to actively cross sell Credit Union products and services.
Maintains an up-to-date and comprehensive knowledge on all Credit Union products and services that are handled or promoted such as electronic services, debit and credit cards, money orders, and safe deposit boxes.
Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
Ensures that personnel are well trained, effective, and optimally utilized. Provides instruction regarding policy, procedure, and service and product offerings. Will assist in training and developing employees.
Makes judgments for staff (within limits of authority) pertaining to cashing and/or accepting checks or drafts.
Investigates staff out of balance conditions and institutes corrective procedures. Assists in finding balancing errors. Ensures that staff and vault balance at the end of each day and that all monies are secured in accordance with established procedures.
Scan daily work and perform such other functions that might be needed from time to time and assist others to complete tasks and work assignments.
Reconcile branch reports and GL accounts as required.
Performs procedures for opening and closing of operations, including vault, alarm, and door duties.
Notify manager of surveillance system, ATM, alarm systems, drive thru and branch equipment malfunctions, dispatch service as necessary.
Adheres to dual control processes and audits cash drawers as required.
Adherence to security, internal control procedures, policies, mandatory training, compliance, product, and credit union training.
Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures.
Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
Responsible for completing BSA/AML compliance training annually.
All other duties assigned.
Relationships and Contacts Supervise Approximately: Up to 20
Reports To: Branch Manager
Contacts: Frequent contact with employees, members and vendors face to face and on the phone. Considerable tact and diplomacy are necessary to deal with difficult member issues. Teller Manager where applicable.
Requirements Education High school Diploma/GED is required
Experience
Incumbent must have minimum of two (2) years prior experience in financial institution in teller area or one (1) year in financial teller area and one (1) year comparable experience in decision making and cash handling.
Physical Requirements
Position involves wrist / hand manipulation; restriction to workstation for extended periods of time; ability to lift to 50lbs.; ability to bend stoop and reach overhead.
Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.
May be required to stand for extended periods of time.
Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction.
Must be able to drive a vehicle and have a valid Texas driver’s license.
Must be flexible and willing to travel or relocate to different branches, as scheduled, or needed.
Mental Requirements
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 have a strong ability to read and carry out various written instructions and follow oral instructions.
Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Equipment Requirements
Personal computer with windows environment, debit card imprinter, calculator, scanner, ATM/ITMs, currency counter, drive-thru equipment, cash advance terminal, copier, cash advance terminal, and cash machines.
I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.
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