- Assist members in identifying needs and refer appropriate services and products.
- Assist members with loan applications.
- Assist non-members with online account openings and loan assistance.
- Research and assist members with debit card and credit card issues.
- Assisted members through online chat, emails, and faxes.
- Bill pay, online banking.
- Balance and replenish Cash Dispense Machines and ATM weekly.
- Keep running balance on GL's and balance daily on CDM and ATM.
- Assist members in opening all Accounts that the Credit Union offers.
- Identify and cross sell any services and products.
- Assist members in taking loan applications and funding loans.
- Work with Teller line on balancing and reconciling daily work.
- Balance and replenish Cash Dispense Machines and ATM weekly.
- Keep running balance on GL's and balance daily on CDM and ATM.
- Identify member needs and refer appropriate services and products.
- Opened new accounts and modified existing accounts.
- Requested credit reports and analyzed loan requests for loan officers.
- Performed all teller tasks and transactions.
