Ascend Federal Credit Union Future Position - Passport Service Representative in Tullahoma, Tennessee
Under general supervision, but in line with established credit union policies and procedures, provide personalized and consistent service while processing transactions via video teller machines. Maintain full knowledge of all member service areas.
Department Hours: Monday - Saturday 7:00 a.m. - 7:00 p.m.
Represent the credit union in a courteous and professional manner. Provide prompt, efficient and accurate service in the processing of transactions via video teller machines.
Handle member issues including complaints and errors in an acceptable manner.
Cross offer credit union services to members by assessing their needs based on information obtained from member/potential member cues and cross-sell messages in Teller Navigator. Explain the different services and the benefits of each service. Help increase the member’s knowledge about all services in order for the credit union to become the member’s PFI (primary financial institution).
Receive and review all checks and cash for deposit to various accounts, verifying endorsement and negotiability, cash checks and pay money from various accounts upon verification of member account balances, enter transactions into credit union records via an online computer terminal.
Perform other teller duties including balancing, processing research requisitions, make advances on open-end loans.
Follow policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations. Assist with/verify all CTRs for accuracy.
Read all internal publications including Source, Possibilities and Frontline.
Assist members with the following services as needed:
Handle account inquiries and refer new accounts to the financial center most convenient to the member/potential member
perform general account maintenance
refer potential SEG’s for follow up with marketing
handle payroll maintenance and issues
order drafts through Harland’s internet site
Perform other duties as required or assigned.
High school graduate or equivalent.
Two years teller experience required.
Look and speak professional and be comfortable in front of a camera.
Must be accurate in all teller/new account transactions, including cash handling, and have a thorough knowledge of teller operations in order to answer questions and resolve problems.
Must communicate with members in a positive manner in dealing with member/teller transactions.
Must be able to manage and prioritize multiple tasks.
Regular and reliable attendance is required.
Working knowledge of computer programs including Microsoft Outlook, Word, Excel and the internet.
Must be able to operate or have ability to be trained to operate related office equipment including calculator, laser printer, receipt printers, computer terminal (PC), multifunction copier, telephone, Video Teller equipment and the Teller Now teller platform.
Job ID: 2018-1227
External Company Name: Ascend Federal Credit Union
External Company URL: https://www.ascendfcu.org
Street: 520 Airpark Dr.