Adhere to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring and respect in carrying out the UICCU's mission and vision. Demonstrate a positive member service (internal and external) focus at all times, using their name, and thanking them for their business. The MUST philosophy: Make eye contact; Use their name or acknowledge their presence; Smile! Thank them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Answer member questions or refer members to appropriate departments or supervisors. Assist with member account discrepancies, statement problems, and complaints. Perform member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Maintain a satisfactory balancing record. Cross-sell credit union products and services to new and existing members by being proactive in communication – in person or by emails, outbound sales phone calls, letters or other sources. Be able to identify a need and present information as suited to those needs. Maintain a thorough knowledge of the features and benefits of each product or service. Accept and examine checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Operate drive-up equipment such as tubes, drawer, and microphone. Operate imaging equipment and balance outgoing image files on a daily basis. Daily processing of mail and night deposit transactions. Accurately and neatly complete all forms including: negotiable instrument logs, vault cash advances/turn-ins, direct deposit, payroll deduction, and member check orders. Participate in all day-end closing procedures. Secure and balance cash drawer/key and all negotiable instruments, clean the FSR area and turn off all equipment (computers, copier, adding machines, lights). Refer to branch closing checklist for a complete listing of duties. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Play a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis. Administrative Duties and Responsibilities: Attend to phone in FSR area and answer basic membership calls Perform clerical work such as filing Maintain professional correspondance with members Maintain and update member information on the computer system, such as address, phone number, and employment information FSRs may also be responsible for the following duties, as assigned: Act as a leader; assist other FSRs as a mentor and role model. Assist FSRs with daily work including balancing and reconciliation of offages. Monitor and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that sufficient, but not excessive, funds are on hand at all times. Responsible for ensuring the completion of day-end procedures including securing the vault, daily cash letter, and distribution of work to appropriate Credit Union personnel and departments. Assist in security procedures. Has access to and is accountable for office keys and combinations. Balance, maintain, and correct the coin machine. Prepare and tag coin bag deposits and post to the appropriate GLs.
Interpersonal skills to represent the Credit Union in a positive way during member contact. High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts. Completion of the Service Blocks Program within designated deadlines. Accuracy in the handling of cash and recording daily transactions. Good oral communication skills and the ability to produce written communication. Ability to follow oral and written instructions. Good telephone manners and techniques. Ability to use and understand written material. Ability to work with minimal direction and exercise sound judgment. Ability to perform basic math calculations. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships with co-workers. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
University of Iowa Community Credit Union (UICCU) is a member owned financial cooperative with 15 office locations. Since being organized in 1938, UICCU has grown to be the largest credit union in Iowa with nearly 4 billion in assets and 150,000 members. Membership is open to anyone living or working in all 99 Iowa and 4 Illinois counties.
UICCU exists to serve its members. Our "members first" ...philosophy has led to a national rank by independent research firm Callahan & Associates for Return of Member (ROM). This measures how effectively a financial institution returns its profits back in the form of better rates on deposits and loans. For 19 straight quarters, UICCU's ROM rank was either #1 or #2, up against more than 13,000 banks and credit unions nationwide.
UICCU exists to serve the community as well. We volunteer time and donate funds to support the local organizations and charities that help our communities thrive. We provide financial education for area schools and businesses to help residents grow and make smart money decisions. To learn more about how we serve the community and individuals of modest means, click here to download our most recent Statement of Commitment.
UICCU has been consistently recognized as a Des Moines Register Top Workplace and Corridor Business Journal Coolest Workplace! We also were awarded the Best Internal Career Pathway Award by the Corridor Business Journal in 2016 due to our Leadership Development Program, training opportunities, and high internal promotion rate! UICCU was also recently ranked #3 by the Credit Union Journal as one of the Top 45 Credit Unions in the nation to Work For!