This job was posted by https://joblink.delaware.gov : For more information, please see: https://joblink.delaware.gov/jobs/1448247

The primary purpose of this position is to deliver exceptional service by projecting a positive image as a Member Experience Specialist for Dover Federal Credit Union by welcoming members and guests in a prompt, courteous, efficient, and professional manner. Perform various clerical and member service duties as assigned.

Essential Functions

Meets all established sales and service goals, ethically referring

appropriate products and services to the membership.

Meets minimum requirements for the position as set forth on the

Branch Scorecard.

Possess adequate product knowledge.

Provide routine information on Credit Union services or policies,

including eligibility for membership, @types of Credit Union accounts, insurance on loans, loan policies, interest rates, current dividend rates, locations, office hours, and telephone numbers.

Provide members with account status, including current balances &

loan payoffs.

Perform routine member transactions, including but not limited to

deposits, withdrawals, cash advances, loan payments, transfers, check cashing, Check 21, and negotiable instruments, while performing proper CIP procedures, CDD/EDD, maintaining the highest level of confidentiality with all information obtained.

Perform basic account file maintenance, including account updates,

address changes, online banking, bill pay, password resets, account status/statements, etc., utilizing appropriate operating systems or programs.

Receive and check in members or potential members to the Credit

Union, managing appropriate lobby flow, assisting with safety deposit boxes, coin counter or ATM instructions, mobile applications, etc.

Answer telephone, routing calls to appropriate personnel and taking

messages for proper resolution, maintaining the highest level of confidentiality with all information obtained.

Provide members with the forms necessary to transact business and

proper receipts for payments.

Examine checks for endorsements, negotiability, and potential fraud.

Participate in Financial Literacy, BVS, and Wednesday training as

instructed by management.

Perform proper cash handling techniques, including but not limited

to, hand-counting currency for accuracy, conducting ECR deposits and withdrawals, and buying and selling vault currency.

Maintain designated cash drawer levels, and balance cash drawer

according to branch settlement procedures.

Complete Currency Transaction Reports and Suspicious Activity

Reports.

Scan and ensure all critical member-related documentation is

archived within an appropriate system, accurately and in a timely manner.

Process transactions, conduct file maintenance, create new

products/services on existing accounts as requested by the member.

Process membership deposit applications, establish new accounts for

eligible members, and ethically cross-sell products and services that best meet the financial needs of the member.

Provide Notary service

Perform operational duties as requested by management, covering

other branches as requested

Process orders for ATM/debit cards, including Instant Issue, PIN

mailers, and check orders.

Respond to all member/team member correspondence, and/or direct them

to the proper person for specific information and resolution.

Perform basic account file maintenance, including account updates,

address changes, online banking, bill pay, password resets, account status/ statements, etc., utilizing appropriate operating systems or programs.

Ensure compliance with Federal and State regulations, Bank Secrecy

Act (BSA), and Office of Foreign Asset Control (OFAC) requirements.

Coordinate with marketing liaison for updated promotional and

marketing materials, maintaining lobby displays, and hosting various lobby promotions/vendors.

Prepare and communicate external and internal correspondence to

members/team members as directed via proper channels.

Ensure all branch files, references, and correspondence are kept

up-to-date, in conjunction with the training and marketing departments

Participate in marketing/community events and branch-related

activities to increase member experience and culture.

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

DOVER FEDERAL CREDIT UNION

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