Member Advocate

Essential Functions

• Basic skill in operating a telephone, coin machine, scanner, fax machine, ten-key/calculator, currency counter, copier, drive-up equipment, ATMs, cash recyclers, and general office supplies.
• Basic computer skills such as Email, Microsoft Office products, Internet, and typing proficiency. Understanding of computer transactions with the ability to read histories and interpret account activity.
• Handle all teller transactions with a high level of accuracy, such as: deposits, withdrawals, transfers, cash advances, loan/visa payments, check cashing, line of credit advances, official checks, money orders, wire forms, stop pays, gift cards, posting ATM deposits, night drop, GL postings, safe deposit box transactions, and other inquiries.
• The ability to accurately complete change of address forms, assist members with online banking inquiries, scanning in checks and daily work, check ordering, appropriate research, filing procedures, account closures, etc.
• Handle secondary functions such as file reviews and other file maintenance.
• Answer the phone by the second ring in a welcoming and professional manner.
• Determine acceptability of negotiable items and examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
• Balance currency, coin, and checks in cash drawer at frequent intervals, and calculate daily transactions using computers, calculators, and adding machines.
• Assist members in identifying and resolving issues or problems in a timely and accurate manner.
• Preserve the membership’s privacy to the utmost extent.
• Properly conduct membership identification and verification (CIP).
• Become familiar with Old West products and services, as well as the schedule of fees.
• Lead by example to foster an environment that is supportive of the Credit Union's values and represent the Credit Union with a high level of integrity and professionalism.
• Contribute to the Credit Union's efforts to influence our local communities through maintaining professional relationships and participating in community and business development activities.
• Determine and obtain the proper equipment, facilities, and materials needed to complete a function.
• Adhere to all teller policies and procedures in regard to transactions, cash handling, negotiable items, etc.
• Adhere to all federal, state and/or local regulations, Credit Union policies and procedures, and other compliance obligations.
• Ability to safely operate a motor vehicle. Travel to other branches as needed. Possess and maintain a valid driver’s license.
• Perform other duties as assigned.