Essential Duties and Responsibilities:
- Perform member financial transactions as requested; balance cash drawer and daily transactions.
- Open memberships, deposit accounts and loan accounts; perform account maintenance as requested by members.
- Perform consumer and home equity loan interviews; recommend appropriate loan products; conduct loan closings.
- Refer mortgage products, and products and services of affiliate vendors.
- Assist members with IRA transactions, contributions, and withdrawals.
- Provide members with comprehensive financial solutions through a consultative approach.
- Seek alternate solutions to resolve member questions or complaints.
- Balance vault cash; buy and sell cash, order cash from the Federal Reserve and verify cash shipments.
- Inventory, balance, and order negotiable instruments such as money orders, gift cards, and card stock.