JOB SUMMARY

This position assists members with financial transactions providing reliable, courteous, and prompt member service and assists branch employees providing support, encouragement, and backup to ensure exceptional member service is provided.

ESSENTIAL FUNCTIONS
May include any and/or all of the following:

1. Assist the departmental manager in developing effective employees through training, coaching, evaluating, motivating, and goal-setting.
2. Actively listen and respond to member inquiries, suggestions, requests, and concerns.
3. Perform research concerning member inquiries.
4. Originate, evaluate, authorize approval, process and disburse consumer loans within authority.
5. Review staff meeting agenda items with staff not in attendance at meetings.
6. Assist employees with balancing, inquiries, research, and other functions and tasks as needed.
7. Process transactions for Credit Union members.
8. Successfully complete all applicable compliance training and testing.
9. Perform vault attendant duties, as assigned.
10. Assist with balancing ITMs and CDMs.
11. Assist as directed with scheduling of employees to assure appropriate coverage.
12. Assist with preparation and distribution of department specific reports.
13. Perform other duties and responsibilities as assigned.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• Knowledge of:
  
  
  • • Modern office equipment
    • Technology and various software programs including Symitar
    • Credit Union products and services
    • Paying and receiving functions including policies, practices, and standards
• Ability to:
  
  • • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
    • Organize and prioritize in order to meet deadlines
    • Solve practical problems and deal with variables in situations
    • Self direct with the initiative and drive necessary to activate a project from conception through completion
    • Write reports and correspondence and to speak effectively before members and employees
    • Effectively assist manager in developing, motivating, guiding, and evaluating staff
• Skill in:
  
  • • Excellent communication and interpersonal skills to effectively work with members and co-employees
    • Making effective and timely decisions
    • Typing and personal computer

QUALIFICATIONS
Critical Development Experiences:

Pursue opportunities for professional growth and development through training, education and self-study

Successfully complete all applicable compliance training and testing

Education and experience equivalent to:

Three to five years of similar or related experience, including preparatory experience.

A high school degree or equivalent

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

Equal Opportunity Employer/Veterans/Disabled

Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or [email protected] for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.