About this role
Essential Functions & Responsibilities:
• Represents MAX Credit Union with professionalism and integrity by consistently adhering to appearance, attendance, and service standards as outlined in the Personnel Policy Manual.
• Responds to member inquiries regarding accounts and services; listens actively, asks thoughtful questions, and provides clear, accurate information to support informed financial decisions.
• Strives to understand and meet each member's needs by identifying opportunities to educate and refer members to appropriate products, services, or internal experts when necessary.
• Accepts and disburses deposits, payments, and withdrawals with precision and professionalism; places holds and verifies funds in accordance with policy and regulatory requirements.
• Completes teller window functions and reconciliations for cash drawers and vaults.
• Protects member information by adhering to security procedures and confidentiality protocols. Follows check acceptance policies, applies check holds, and reports irregularities promptly.
• Reviews and prepares daily transaction summaries, check batching, and other documentation with accuracy to support audit readiness and minimize errors.
• Maintains a member first mindset.
• Upholds core values and builds team member and customer relationships.
• Completes all training as required.
• Performs other duties as assigned.