Process the credit union’s incoming checks: posting transactions to various accounts and scanning checks into E-Desk for electronic processing. Maintenance accounts with bad addresses. Call members with negative balances to make payment arrangements. Fill in at the receptionist desk as needed.
Hours: Monday 8:00 a.m. - 4:45 p.m., Thursday 8:00 a.m. - 12:00 p.m. and Friday 8:00 a.m. - 4:45 p.m.
Process all incoming credit union mail for deposit or loan payments to various accounts. Examine checks for endorsement and negotiability and enter into credit union records via an online computer terminal and scan checks into E-Desk for electronic processing.
Perform other duties including balancing and submitting electronic checks in E-Desk, process research requisitions received in the mail including closing accounts, changing addresses, and performing loan payoffs.
Receive all returned monthly statements. Maintenance member accounts by adding a bad address flag to each account.
Proactively call members with a negative balance at 20, 35, 50, days to make payment arrangements, if there are no pending deposits. Maintain and update call log.
Greet and log in visitors, ascertain their needs, and route to the appropriate area.
Reset the revolving door after a power outage.
Log in packages and payrolls received and notify appropriate employee.
Responsible for receiving calls for Executive Administrative Assistant when Assistant is out of the office.
Responsible for maintaining the reception area in a neat and orderly fashion.
Prepare and mail or fax verifications of deposit and research information. Complete electronic verifications for Social Security Administration.
Complete all training courses assigned annually by Human Resources.
Read all internal publications including Source and Possibilities.
Assist in overflow within accounting department as needed.
Perform other duties as required or assigned.
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.
Independent Judgment: Standards and operating procedures provide some options and latitude for independent decision and action, but specific policies and procedures generally dictate action. Decisions are usually limited to choosing between two or three known options. There is minimal room for discretion. Decisions normally take the form of suggestions with very limited decision making authority.
Mental Process: Problems encountered are simple in nature, requiring a choice from a limited number of prescribed options. The job makes few, if any, manual dexterity, interpersonal, analytical or organizational demands which the general population would be unable to perform.
Organizational Restraint: Moderate supervision and inspection of work. Errors are easy to detect and are generally easy to resolve. Consequences of potential errors is of some concern but not significant. Loss of time is generally the greatest concern; financial losses are rare and minimal.
Additional Job Skills/Requirements
Regular and reliable attendance is required.
Working knowledge of computer programs including Microsoft Outlook, Microsoft Word, and the internet.
Ability to use or ability to be trained to use related office equipment including calculator, computer terminal (PC), multifunction copier, receipt and check printers, and telephone.