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Financial Services Associate

   Closing Date: Jun. 30, 2018

Employer:Community Resource Federal Credit Union
Job Location: Latham - Albany County
Employment Type:Full Time
Salary Range:NA
Benefits:Medical, Dental, Vision, 401K


Provides a full range of financial transaction services to members, including receiving and disbursing money in a timely and accurate manner by performing the following duties.


Performs routine member transactions, including, but not limited to deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling of bank checks and the daily scanning of checks.

Verifies cash and endorsements, issues receipts, and prepares stop payments on checks for members.

Provides members with information on credit union services and makes appropriate referrals for new products and services with the goal of being the primary financial institution of all members.

Answers phones and responds to memberís requests, concerns and complaints in an effective and pleasant manner and directs them to the proper person for specific information and assistance.

Provides membership, either by phone or in person, with factual and up to date information concerning specific accounts.

Maintains proper security and surveillance over workstation and cash drawer assigned.

Executes proper security procedures during robberies, forgeries, and other suspicious or dangerous situations.

Assists other Member Service Associates with related duties as assigned.

Log and process night deposits and mail transactions.

Maintains complete and accurate accounting of all transactions completed at the teller line that includes verification of starting cash, balances brought forward from the previous day, balancing of cash/transactions when relieved from teller line during operating hours and completes balancing procedures at the close of business.

Records of transactions and balancing will be neat and prepared in ink and double-checked for accuracy.

Stays current with all services and products provided by the credit union.

Displays a pleasant, professional style on the job and follow guidelines established by the credit union's Board Policy.

Completes all training designed to enhance capabilities including in-house training as well as outside seminars, and workshops.

Acquires and maintains the necessary working knowledge of federal and state laws and regulations and credit union bylaws and policies in order to ensure compliance.

Participates in credit union functions.

Performs other duties as assigned.


High school diploma or general education degree (GED); or one-year related experience in cash handling or customer service experience; or equivalent combination of education and experience.

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.

Ability to write routine reports and correspondence.

Ability to speak effectively before groups of members or employees of the organization.

Ability to calculate figures and amounts such as discounts, interest, percentages.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, or schedule form.

Customer service: 2 years (required)
cash handling: 2 years (required)

High School (required)
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