Essential Functions
Sales & Service
• Provide exceptional member service to all Members, volunteers, internal employees, and service providers.
• Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.
• Establish basic products and services for Members.
• Provide information to Members’ questions or directs them to the appropriate person or department for assistance.
• Safeguard Member information and ensure confidentiality by following established policy and procedures.
Transactions
• Complete Members’ transactions accurately and efficiently using established policies and procedures.
• Balance cash, checks, and maintain proper documentation.
Teamwork and Other Functions
• Attend and contribute to departmental meetings.
• Perform branch opening and closing duties.
• Perform other duties as assigned.
• Complete orders for Credit Union forms and supplies.
• Participate in Credit Union committees.