PFCU

General

• Perform member service activities through interactive teller machines (ITMs)
• Greet and welcome members and provide prompt, accurate, and efficient transactions
• Process cash and check transactions, deposits, withdrawals, fund transfers, payments, and disbursements
• Provide account status and current balance information
• Complete required member forms and resolve errors and discrepancies
• Verify member identification and examine checks for endorsement and negotiability
• Balance the cash drawer and ITMs at the end of each shift
• Maintain satisfactory transaction averages, overs/shorts, and voids/adjustments
• Respond promptly to emails, voicemail, and other communications
• Maintain current knowledge of Credit Union products, services, policies, procedures, rules, and security requirements
• Educate members and promote, explain, and cross-sell products and services
• Maintain a clean, secure, and professional work area
• Complete OFAC, currency reporting, Red Flag, and suspicious activity reports
• Protect confidential member information and follow security procedures
• Support members with online banking access, functionality, and general service inquiries
• Assist with online certificate applications and member outreach
• Collaborate across departments on fraud prevention and protection of member assets and sensitive information
• Provide support outside standard business hours to meet member needs and maintain service continuity
• Develop and cultivate community relationships
• For Level II and above: guide, train, mentor, and orient Level I specialists; troubleshoot member account and service questions; review MDC checks and monitor potential fraud
• For Level III: assist with balancing, teller corrections, overrides, voids and adjustments; handle complex situations; coach staff and support product knowledge and cross-selling
• Perform other duties as assigned

Explore Virtual Experience Specialist at PFCU. Review requirements and application details.