Job Description

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

In order to achieve this state of success, this position must satisfy members’ financial needs by processing monetary transactions with accuracy. This individual will provide excellent customer service and sell products and services to meet the members’ specific needs. This position will require face-to-face contact with the membership on a daily basis.

Specific Accountabilities

• Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Meet or exceed established service goals.
• Build and maintain good customer relations by handling account entries accurately and presenting a friendly and courteous image.
• Process monetary transactions and balance accurately, assist and inform members with account problems or questions and cross-sell or suggest services.
• Maintain security of cash drawer, negotiable instruments and credit union documents to ensure confidentiality of members’ accounts to protect members and Allegacy Financial.
• Sell Travelers Cheques, money orders and other discount services.
• Additional duties as assigned.

Minimum Qualifications

• High school diploma or equivalent
• Excellent customer service skills.
• At least one year experience in banking or credit union.
• Ability to meet balancing standards consistently.
• Excellent interpersonal skills.
• Previous exposure to office machines.
• Ability to excel in a sales and service team environment.