Universal Membership Officer

Job Description

Job Description

POSITION TITLE :

Universal Membership Officer

REPORTS TO :

Operations Support Supervisor

JOB GRADE : N7

PAY RANGE :

$21.44 / hour - $32.15 / hour, Non-Exempt

Dependent on experience

Position Summary

This position is a higher-level position with experienced staff who understand the daily operations of the Credit Union. Team member is able to help with more complex issues and assist the branch in the absence of Assistant Branch Manager or Manager. Demonstrates a professional image of the credit union to members while performing a variety of member service functions. Under general supervision of the Branch Manager, and in conformance with established policies and regulations, matches credit union products and services to member needs. Maintains an acceptable degree of accuracy and maintains high quality member service. This position will also help with back-office support when possible. Travels to all branches needing additional coverage.

Duties and Responsibilities

Teller :

• Receives and disburses funds
• Cashes checks and savings bonds
• Processes loan transactions
• Accepts & discusses loan applications
• Answers phone inquiries
• Cross sells products & services
• Maintains & secures a safe environment
• Understands and follows the CU’s BSA-AML compliance program including but not limited to :
• Filing Currency Transaction Reports
• Filing Suspicious Activity Reports
• Conducting OFAC checks in accordance with the CU’s OFAC screening procedures
• Processes mail
• Balances and is responsible for cash drawer
• Cross trains in office operations
• Backup to phone center
• Understands IRAs and IRA transactions
• Performs other duties as assigned

New Accounts / Loan Interviewing :

Vault Teller :

Phone Center :

Education / Experience Requirements

Working Conditions / Physical Demands