Personal Finance Representative I
Non-Exempt | Hourly

OVERVIEW
The Personal Finance Representative I performs limited transactional duties to serve members by receiving or paying out funds with a high degree of accuracy. A PFR I maintains accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.

DUTIES AND RESPONSIBILITIES

• Build relationships and enhance member experience, and respond to member requests in a friendly, helpful, and positive manner.
• Process transactions in a prompt, efficient, confidential, and accurate manner.
• Maintain up-to-date comprehensive knowledge of all credit union products and services handled or promoted by tellers.
• Maintain up-to-date and comprehensive knowledge of all related policies and procedures, rules, and regulations for the teller area, including robbery procedures.
• Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, online banking, traveler’s checks, and money orders.
• Balance cash drawer at the end of the shift and compare totaled amounts to a computer-generatedproof sheet.
• Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. Count, check, and package coins and currency.
• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Report malfunctions of teller computers and other equipment used at the teller station.
• Check night depository bags and record proper information according to credit union procedures.

Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

EDUCATION AND EXPERIENCE
Education
High school or GED required.

Experience
Six months to two years of similar or related experience is preferred.
Cash handling experience required.

Skills
Interpersonal skills, including verbal communication.
Clerical skills, including navigating a computer system/typing (code input, knowledge of screens, and terminology).
Ability to perform detailed work functions with minimal errors.
Maintain a professional image and remain calm in stressful situations.

ADA REQUIREMENTS
Individuals must bend, sit, and stand to perform primarily sedentary work with limited physical exertion and occasional lifting up to 50 lbs. Must be capable of climbing / descending stairs in an emergency. Must operate standard office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must work extended hours or travel off-site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

Job Type: Part-time

Pay: $13.00 - $15.30 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid sick time
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Weekend availability

Application Question(s):

• Are you willing to undergo a background check, in accordance with local law/regulations?

Work Location: In person

Please Note :
clarksqn.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, clarksqn.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.