Apply on Employer Site

Downey Federal Credit Union · 18 hours ago

Universal Associate 2-Teller Part Time

Downey, CA

Part-time

Onsite

New Grad, Entry Level

0+ years exp

Downey Federal Credit Union is seeking a Universal Associate 2-Teller Part Time to serve as a liaison between members and the credit union in-branch. This role involves providing account information, performing monetary transactions, and offering appropriate products and services to members.

Financial ServicesNon Profit

Responsibilities

Performs as an in-branch Financial Services Representative as needed

Responds to members’ inquiries and requests using all access channels offered by the credit union

Verifies eligibility and opens new memberships according to credit union’s policies and procedures. Obtains required documentation and scans copies of such to appropriate destinations

Interviews members to discover needs and offers appropriate products and services. Opens individual accounts in an accurate and efficient manner

Performs the duties of Universal Associate 2, such as processing members’ deposits, withdrawals, transfers, loan payments, address changes, and any other transactional or file maintenance requests

Presents a professional image in both dress and manner while representing the credit union at either the credit union office or at community events

Communicates with members and staff in a professional and articulate manner in both verbal and written forms

Maintains a comprehensive understanding of the features and benefits of all credit union products and services in order to offer the most appropriate products to members. Keeps abreast of marketing promotions and educates members on new credit union benefits and offerings

Responsible for compliance to the Bank Secrecy Act, which includes the Customer/Member Identification requirements for new members, Anti-Money Laundering requirements, and the requirements of the Office of Foreign Assets Control (OFAC)

Compliance to the regulation involves the gathering of information needed to ensure the timely and accurate filing of Currency Transaction Reports, reporting of suspicious activity involving members, non-members and credit union staff, and other suspected money laundering activities

Maintains up-to-date knowledge of the policies, procedures, rules and regulations that govern credit union operations

Ensures compliance with all credit union member service standards. Performs all member related functions and activities in accordance with superior member service. Promotes a retail sales environment by selling all credit union products and services

Responsible for ensuring confidentiality and security of credit union and member information and documents

Employs analytical reasoning to identify opportunities and threats to both members and credit union

Willingly accepts the direction given by management in order to meet the goals established by the Board of Directors

Service the membership and maintain a positive attitude within the office at all times

Performs all other related duties as requested by management

Qualification

Credit union experienceCustomer service experienceBasic accounting principlesOffice machines proficiencyPersonal computer knowledgeAnalytical reasoningWritten communication skillsVerbal communication skillsTeam player