Job Description

Role:


This is a Part Time role for a current Lakeland Student to assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. To increase the acquisition of memberships and member awareness concerning Credit Union products and Services.

Major Duties and Responsibilities:


50% Receives and processes member financial transactions, including deposits, withdrawals and loan payments. Balances cash drawer and makes settlement of daily activity. Welcomes members and provides routine information concerning credit union products and services and directs members to appropriate department for specific information.

45% Answers questions about products and services and refers problems that are beyond their authority to the Branch Manager. Identifies cross sell opportunities and cross sell services to members through in person transactional sessions, as well as by telephone and outbound calls.

5% Other duties as assigned.

Expectations:


1.To provide friendly, professional, personal service to all members.

2.To balance at least 90% of the time, being no more than $5.00 off and with total outage not to exceed $50.00 in a 3-month period.

3.To strive for transaction posting accuracy, measurement to be determined by department manager and to be measured in employee performance evaluation goals.

4.To meet the minimum established incentive goals each month.

5.To maintain a dependable record of attendance and timeliness.

6.To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.

PM22

Requirements

Knowledge and Skills:


Experience: Minimum of six months customer service and cash handling experience is required.

Minimum of six months sales/referral experience that includes providing related products and service options to customers required.

Education: Must be a Current Lakeland Community College Student Cardinal Credit Union

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