Universal FSR at Tyndall Federal Credit Union

Marianna, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

30.0

Posted On

25 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Transactions, Loan Processing, Account Management, Cross-Selling, Regulatory Compliance, Conflict Resolution, Microsoft Office, Mathematical Skills, Communication, Training, Record Keeping, Cash Handling, Confidentiality, Attention to Detail, Problem Solving

Industry

Financial Services

Description

Description Pay Rate - $30.00 per hour Role: Assists members with needs relating to products and services offered by TFCU. Determines eligibility for membership, opens and closes all types of accounts and updates member account information as needed. Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Essential Functions & Responsibilities: Assists members with needs relating to products and services offered by TFCU. Cross-sells all credit union products and services. Processes member requests and transactions to include loan applications, opens and closes accounts, ordering checks, placing stop payments on checks, payroll authorizations and allocations, transferring funds from other financial institutions, as well as creating and maintaining plastic cards. Receives and processes member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records and confidentiality. Balances cash drawer and assists with closing of branch vault as appropriate to branch location. Receives and verifies information on all types of loan applications. Reviews and analyzes loan documentation to determine ratios, credit acceptability, and assesses loan product alternatives in making recommendations for loan decisions. Accountable for securing all loan documentation and disbursing loans to members. Researches transactions posted to member accounts and explains transaction postings to member accounts. If an error is discovered, performs any account corrections according to established Credit Union policy. Trains, monitors, and directs the work of Tellers. Ensure compliance with all regulatory programs including but not limited to the Bank Secrecy Act, Office of Foreign Asset Control Program and Customer Identification Program. Assists other department personnel and performs other duties as assigned. Remote employees must adhere to their agreed-upon work schedule from a secure location, participating in virtual meetings, video conferences/other communications, and maintaining regular, responsive communication during working hours. Performance Measurements: Produce assigned loan volume in dollars or numbers as assigned in performance plan. Maintain a working knowledge of the credit union's loan policies and governmental regulations. Cross sell credit union products and services through all lines of business. Maintain a professional, courteous, and friendly atmosphere for members and co-workers. Produce loan documents, reports, and new accounts in a timely fashion with zero errors. Completes required annual BSA/AML training with a passing grade of 80% or higher. Accurately completes Monetary Instrument logs for the cash purchase of Cashier Checks. Completes required Customer Identification and Red Flags Program requirements to include documentation of discrepancy as needed. Process an average number of transactions as established in the performance plan. Have no more than one posting error per month. Balance at least XX% of the time, being no more than $X off and with total outages not to exceed $XX in a X month period; according to percentages established in performance plan. Must pass registration based on the SAFE Act requirements or already be registered. This Job Description is not a complete statement of all duties and responsibilities comprising the position. Tyndall Federal Credit Union is an Equal Opportunity Employer. As an equal opportunity employer, Tyndall Federal Credit Union does not discriminate against any employee or candidate on the basis of age, race, gender identity, gender expression, genetic information, national origin, physical or mental disability, protected veteran status, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by all applicable federal, state, and local laws. Requirements Experience: One year to three years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills: Ability to type, use computer and general office equipment including 10-key calculator. Requires basic to intermediate knowledge of Microsoft Windows, Word, Outlook and Excel. Ability to work with basic mathematical concepts. Physical Requirements: While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. The employee may occasionally be required to reach with hands and arms and move objects up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned is required. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Responsibilities

The Universal FSR assists members with their financial needs, processes transactions, and manages account information. They also handle loan applications and ensure compliance with regulatory programs.