Experience

Insight Credit Union

• Banking
• 1 - 100 Employee

• Training Mentor

  • Feb 2014 - Sep 2015

  Provide and ensure that the Credit Union Service Standards are met on a consistent basis. • Responsible for compliance with BSA, AML and OFAC as set forth in credit union policy. • To carry out assigned responsibilities with zero errors as it is related to member/non member interaction. • Make Transamerica referrals. • Consistently refer credit union products and services using Leadbuilder/Activity Manager software to grow the credit union and serve members. • Troubleshoot and… Show more Provide and ensure that the Credit Union Service Standards are met on a consistent basis. • Responsible for compliance with BSA, AML and OFAC as set forth in credit union policy. • To carry out assigned responsibilities with zero errors as it is related to member/non member interaction. • Make Transamerica referrals. • Consistently refer credit union products and services using Leadbuilder/Activity Manager software to grow the credit union and serve members. • Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner. • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit. • Examine checks deposited and determine proper funds availability based on regulation requirements . • Process savings withdrawals. • Cash checks: verify endorsement, receive proper identification, and ensure validity. • Identify counterfeit currency. • Answer basic member inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. • Count and roll loose coins. • Issue personal money orders and cashier’s checks, accept orders and payment for U.S. Savings Bonds, and sell American Express Travelers Checks (single & multiple signer). • Accept loan payments: verify payment amount and issue receipts. • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded. • Follow procedures for removing accounts from dormancy. • Balance drawer daily, including periodic batching of checks. • Process cash advances, redeem U.S. Savings Bonds. • Maintain appropriate currency logs. •Manage own time and time of others •Assist with the development and training of employees Show less Provide and ensure that the Credit Union Service Standards are met on a consistent basis. • Responsible for compliance with BSA, AML and OFAC as set forth in credit union policy. • To carry out assigned responsibilities with zero errors as it is related to member/non member interaction. • Make Transamerica referrals. • Consistently refer credit union products and services using Leadbuilder/Activity Manager software to grow the credit union and serve members. • Troubleshoot and… Show more Provide and ensure that the Credit Union Service Standards are met on a consistent basis. • Responsible for compliance with BSA, AML and OFAC as set forth in credit union policy. • To carry out assigned responsibilities with zero errors as it is related to member/non member interaction. • Make Transamerica referrals. • Consistently refer credit union products and services using Leadbuilder/Activity Manager software to grow the credit union and serve members. • Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner. • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit. • Examine checks deposited and determine proper funds availability based on regulation requirements . • Process savings withdrawals. • Cash checks: verify endorsement, receive proper identification, and ensure validity. • Identify counterfeit currency. • Answer basic member inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. • Count and roll loose coins. • Issue personal money orders and cashier’s checks, accept orders and payment for U.S. Savings Bonds, and sell American Express Travelers Checks (single & multiple signer). • Accept loan payments: verify payment amount and issue receipts. • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded. • Follow procedures for removing accounts from dormancy. • Balance drawer daily, including periodic batching of checks. • Process cash advances, redeem U.S. Savings Bonds. • Maintain appropriate currency logs. •Manage own time and time of others •Assist with the development and training of employees Show less