Universal Associate

4 weeks ago

Phoenix, United States Notre Dame Federal Credit Union Full time

**PRIMARY FUNCTION**:
The responsibility of the Universal Associate is to meet and exceed our member’s service expectations by performing cash handling responsibilities as well as assigned member service functions efficiently and accurately. This position services member depository account through cash handling transactions at the teller line while also providing further account maintenance, financial education, and referrals to other credit union products and services. This position ensures that members receive excellent service at all times, following the credit union’s member service model. Due to the high trust involved with dealing with members’ financial security; work is performed accurately and in a manner, consistent with the credit union’s mission. This position actively contributes to the achievement of the branch sales and service goals. This position must effectively carry out the essential duties in a manner that consistently demonstrates the core values of Notre Dame FCU in a positive manner and other duties as assigned.

**ESSENTIAL DUTIES & RESPONSIBILITIES**:
All Universal Associates act as an ambassador of the organization, and there are many different responsibilities and duties of this position. This position will serve on the teller-line while also assisting the platform staff with service needs when needed. The Universal Associate will be scheduled based upon the needs of the business, and will be responsible for, but not limited to, the following items. As a Universal Associate this position will be assigned responsibilities as needed within the Operation.

**Cash Handling Responsibilities**:
In accordance with the Teller Operations Manual, Teller policies and procedures, the Universal Associate will perform the following non-exhaustive list of duties:

- Accept deposits, perform withdrawals and transfers, cash checks and make loan payments.
- Sell cashier’s checks, gift cards and other products sold at the teller line.
- Perform Visa and MasterCard cash advances as well as Equity loan advances.
- Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments.
- Accept current and prior year IRA deposits.
- Follow credit union policy when placing check holds and completing Currency Transaction Reports.
- Responsible for the daily balancing of cash drawer, daily checks, and traveler checks.
- Approve checks that are within your check authority limits.
- Cash bonds and update member records accordingly, including but not limited to the tax files records.
- Verifies branch cash shipments.
- Redemption and Foreign Currency orders.
- Facilitation of Foreign Check creation.
- Assisting in the security of the branch vault and safe deposit box operations.
- Operate and aid in balancing the coin machine. Assist members in running coin as needed. Operate the cash counter as needed when aiding in branch balancing and auditing.

**Member Service Responsibilities**:
In accordance with the Credit Union and Branch Operations policies and procedures, the Universal Associate will perform the following non-exhaustive list of duties as needed:

- Open, update, or close member accounts upon request.
- Process member wire transfer requests
- Assist members in opening/closing/accessing safe deposit boxes.
- Assist members with debit and credit card needs.
- Open and redeem member share certificates.
- Assist members with online banking inquiries and needs.
- Meets established sales, balancing and member service goals
- Assists members in automatic payment, bill payment, and funds transfer requests. Other member service needs when necessary.

**SUPERVISORY RESPONSIBILITIES**:
None

**PERFORMANCE STANDARDS**:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The Universal Associate must fully understand credit union products and services and be able to assist members in using these products and services. The Universal Associate must possess a cooperative and positive attitude toward members and credit union staff and must consistently uphold the credit union’s Service Expectation Model. Furthermore, the Universal Associate must have a full understanding of the teller line in all capacities.

**QUALIFICATION REQUIREMENTS**:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:
High school diploma or general education degree (GED); plus, six to twelve months related experience or training; or equivalent combination of education and experience.

LANGUAGE SKILLS:
Qualified individuals must have the ability to read and comprehend simple instructions, short correspondence, and memos. Also, such persons should be able to writ

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