Looking to be part of a team? Join 1st Ed Credit Union for competitive wages, 401k plan and many other great benefits!

Position Summary

Builds valued financial relationships with our members by actively recommending and cross-selling 1st Ed products and services that best meet our members' financial needs while providing outstanding professional service and answering all member inquiries.

Essential Functions

Answers all incoming calls in a professional, timely and courteous manner; following established standards and guidelines for excellent member relations and efficiency.
Understands the credit union's financial goals and strategic direction.
Proactively supports the "sales and service" culture.
Utilizes account information to ask pertinent questions to assess member's financial needs to offer the best products and services to cross-sell.
Actively cross-sells and opens credit union products, establishes all services to members and potential members to meet their financial needs.
Consistently achieves threshold levels of sales goals and member services performance standards and training requirements.
Accepts and enters consumer loan applications when needed and provides loan pay-off information to appropriate parties.
Understands all security and responsibilities of the departments within the credit union and maintains a working knowledge of compliance/regulations in area of responsibility.
Maintains up-to-date knowledge of all credit union products and services along with the benefits and features of each.
Understands and follows all credit union policies and procedures.
Appropriately refers escalated service issues to the supervisor.
Processes all service requests for members such as stop payments, check orders, address changes, card ordering and account maintenance.
Provides accurate information regarding our loan and savings rates, fees, account balances, and activity.
Processes all transaction requests for members, such as payments, transfers, deposits, cash advances, outgoing wires, and withdrawals with accuracy and in accordance to our policy and procedure guidelines.
Establishes mobile banking and bill pay services for members and provides assistance and guidance in their use.
Performs the teller duties as assigned.
Adheres to approved cash handling skills and ensures cash teller drawer is accurately balanced each day.
Provides efficient and professional service to all members in relation to all branch functions including teller processing and member services.
Maintains a safe work environment and reports any unsafe conditions immediately.
Ensures the timely opening and close of the branch daily, including maintaining a professional work area at the branch.
Accurately opens and closes memberships as needed.
Assists in completion of CTR's and SAR's as needed.
Accurately completes and submits time sheets.
Conducts Shared Branching transactions when needed.

Qualifications

Strong customer service skills with a focus on building relationships
Proficient in cash handling and basic math
Experience in financial services and banking operations
Knowledge of debits and credits, along with cash management techniques
Familiarity with financial software and retail math
Ability to detect and prevent fraud, ensuring secure transactions
Sales experience, including upselling and loan processing skills

Job Type: Part-time

Pay: $14.00 - $18.00 per hour

Expected hours: 20 - 25 per week

Benefits:
401(k)
Flexible schedule
Schedule:
Monday to Friday
Weekends as needed

Experience:
Sales: 1 year (Preferred)
banking: 1 year (Preferred)
cash handling: 1 year (Preferred)

Ability to Commute:
Hanover, PA 17331 (Required)

Work Location: In person

1st Ed Credit Union

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