Position Summary: Serves as a liaison between the member and the Credit Union, providing a number of member savings, checking and cashiering transactions.  Position often provides other administrative and service support duties.

Duties/Responsibilities include but are not limited to:

• Accept share, share draft and loan payments from members in person and by mail; receipt all miscellaneous cash transactions.
• Perform transfer of funds between member’s accounts.
• Receive cash from sale of money orders and travelers checks.  Maintain control register of travelers checks and money orders.
• Provide routine information concerning credit union services and member accounts in accordance with credit union policy.
• File membership cards, insurance and loan, and other miscellaneous files and paperwork as requested.
• Balance cash drawer daily.
• Assist other Member Service Representatives in running second tapes on checks as needed.
• Balance office money orders daily as requested.
• Balance checks for office deposit daily as requested.
• Review all activities for compliance with established policies, procedures and regulations.  Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations.
• Participate in annual training as required by the BSA/OFAC Compliance Officer
• Perform other duties as assigned

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Qualifications/Key Competencies:

• Strong listening and communication (oral & written) skills
• Excellent member service skills
• The ability to prioritize and make on-the-spot decisions regarding member transactions, weighing member satisfaction issues with credit union exposure to loss or fraud.
• High degree of accuracy and attention to detail
• Superb organizational skills
• Dress and conduct oneself in a professional and business-like manner.
• Previous related experience desirable but not required.

KALSEE Credit Union shall, at its discretion, modify or adjust the position to meet the credit union’s changing needs.