Financial Services Rep. (Part-Time) at Rocky Point

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Meet and greetMembers by name and service them in a professional manner. Open new membership accounts, certificates and IRAs, and cross-sell all other TFCU products and services.

2. Answers member inquiries regarding credit union policies and procedures as they apply to all products, member services, and loans.

3. Assists members with the distribution, preparation, completion of loan applications.

4. Disburse loan proceeds as requested.

5. Assists members requesting access to their safe deposit box (where applicable).

6. Must be knowledgeable of ATM daily balancing and Mag-tek procedures.

7. Proficient in Word Processing as it applies to certificate procedures, and business communications.

8. As business demands, may be required to service our membership in a teller capacity.

9. Assists in end-of-day proofing.

10. Responsible for the strict adherence to established security procedures within the platform area and branch.

11. Responsible for and maintains inventory control of temporary checks.

12. Keeps the FinancialServices Assistant Manager fully informed of the condition and operations in the platform area and on all other important factors influencing the department.

13. May be assigned to other branches, as business dictates.

14. All other duties, as assigned.

Paid Vacation & Holidays
401k match up to 5% (some restrictions apply)

Country: USA, State: New York, City: Rocky Point, Company: Teachers Federal Credit Union.