- #Safe credit union citrus heights ca software#
- #Safe credit union citrus heights ca professional#
Peripheral tasks, only incidentally related to each position, have been excluded. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions.
The noise level in the work environment is usually moderate. Specific vision abilities required by this job include close vision. The employee must occasionally lift and/or move up to 10 pounds. The employee is occasionally required to stand walk reach with hands and arms and stoop, kneel, crouch, or crawl. While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Ability to deal with problems involving a few concrete variables in standardized situations. Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. MATHEMATICAL SKILLS AND REASONING ABILITY Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to write simple correspondence. Ability to read and comprehend simple instructions, short correspondence, and memos. Expert ability to build relationships with other leaders, business partners, and stakeholders. Excellent communication skills (verbal, written, listening skills, and empathy). WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY Ability to function in a team environment as a proven team player. #Safe credit union citrus heights ca software#
Knowledge of various computer software programs.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed below are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. High school diploma or general education degree (GED) and one year related experience in customer service and/or cash handling or equivalent combination of education and experience. Participate in personal self-development training through the completion of internal and external training programs.Follow CIP procedures and complete regulatory reports to ensure compliance with BSA.Maintain accurate and complete records of member transactions.Assist in the balancing and auditing of all negotiable and dual-custody facilities.Assist in the branch’s daily opening and closing activities.Generate referrals and leads to the platform, Branch Business Specialist, and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services, and SAFE’s Business Development Officer.Assist in achievement of branch sales goals.Initiate a sales activity with every member interaction.Achieve monthly personal sales and referral goals.Develop personal sales and referral skills.
Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift, or as instructed by Management.Thank members for their business and use SAFE in the closing statement.
Process over-the-counter requests for cashier’s checks, Visa cash advances, gift cards, postage stamps, temporary checks, and Visa debit cards. Accept and process deposits, withdrawals, and payments according to SAFE’s policies and procedures. Use the member’s name at least twice during the transaction. Pleasantly greet all members within ten seconds and ten feet. Provide transactional service to members. Develop and maintain positive member and staff relationships. Processes a variety of member transactions and educates our members about products and services that will help improve their financial well-being. #Safe credit union citrus heights ca professional#
Responsible for becoming a professional expert, offering members the best solutions and an exceptional experience every time.
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