To serve members by accurately completing accounting and/or banking transactions.
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Provides Account Services to Members by receiving deposits and loan payments; cashing cheques; issuing savings withdrawals; recording night and mail deposits; selling cashier’s cheques, foreign currency cheques, and other transaction types; answering questions in person or on telephone; referring to other cred union services.
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Records Transactions by logging cashier’s cheques, foreign currency cheques, and other special services; preparing currency transaction reports and other necessary reports.
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Cross-sells the Credit Union’s Products by informing members of new services and product promotions; ascertaining members’ needs; answering inquiries; directing members to a branch representative.
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Undertakes Special Requests by opening and/or closing such project accounts as back-to-school, youth savings, Christmas, summer loans; exchanging foreign currencies; providing special statements, copies and referrals; completing safe-deposit box procedures; processing automatic teller machine transactions; providing required information
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Reconcile Cash Drawer by proving cash transactions; counting and packaging currency and coins; reconciling transactions; turning in excess cash and mutilated currency to supervisor, maintaining supply of cash.
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Complies with Credit Union operations and Security Procedures by participating in all dual-control functions; maintaining member traffic surveys; comply with Supervisor for Teller audits.
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Maintains Member Confidence and Protects Credit Union Operations by keeping information confidential; adhering to health, safety and security policies, procedures, and practices; engaging in crisis planning and training.
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Contributes to the Organization’s Effectiveness by offering information and opinions through employee participation programmes; seeking to align the Credit Union’s business objectives with personal and professional objectives.
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Maintains Professional and Technical Knowledge and Business-like Aptitude by presenting a suitable appearance and attitude to attendance at work; pursuing personal development of skills and knowledge necessary for the effective performance of the role; attaining a general knowledge of the various functions and procedures for all departments of the Credit Union; maintaining a comprehensive knowledge of the Credit Union’s products, services and policies ensuring information is accurately disseminated to the staff and membership.
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Contributes to the APCU Team Effort by actively participating in service quality initiatives; maintaining effective working relationships with key stakeholders; accomplishing job related results and performing any other related duties as may be reasonably assigned.
· Associate Degree in Accounting, Business Administration or equivalent qualification
· Proficiency in use of the Computer
· Experience in customer service or service-orientated projects/initiatives
Core Competencies:
· Quick learning ability and computational skills
· Good interpersonal skills, with the ability to build relationships
· Good interactive communication skills
Key Skills Required:
· Effective verbal and written communication skills
· Good administrative and organization skills
· Ability to exercise tact in dealing with all stakeholders
· Orientation towards detail and accuracy
Personal Characteristics
· Energetic self-starter with interpersonal flexibility and approachable disposition
· Integrity, punctuality, reliability, responsiveness and trustworthiness
· Qualities of a team player and results-orientation
· The ability to willingly embody and embody and exemplify the core values of the Credit Union
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