About this role
Overview & Responsibilities
SHARES
- Set up new accounts on core system (savings, CD’s, checking, clubs).
- Order checks.
- Order debit cards, set up in core.
- Setup online banking and maintain accounts in Virtual Branch (password resets).
- Open and maintain certificate accounts - new, renewals, rollovers, closures.
- Post dividends and close accounts.
- Create payroll deduction authorization list to start P/D for each member
- Set up payroll deduction allocations for each account.
MEMBER ACCOUNT MAINTENANCE
- Enter open/closed accounts on core system.
- Perform all member transactions.
- Research discrepancies.
- Scan new IDs.
- Enter transfers between accounts.
- Enter address changes and other account maintenance.
- Field problematic telephone and window inquiries.
- Prepare weekly cash deposit for pickup.
- Prove, prepare daily check deposits, scan for remittance to Alloya Corp CU.
- Pick up mail and process transactions daily.
DEBIT CARD PROGRAM
- Process applications.
- Card issue authorization.
- Daily transaction processing.
- Adjustments, corrections and returns.
- Card Maintenance.
- Hot cards.
- Close Accounts.
- Fraud research.
OTHER DUTIES
- Address all member inquiries: in person or phone calls.
- Operate computer system (open, close, backup, etc.).
- Month end close out procedure.
- Order office supplies.
- Rotate to branch office as needed.
- Assist in any areas as needed.
Education
- High School Diploma or GED, required
- Advanced Accounting Education
Experience
- Banking Experience
- Cash Handling