Essential Functions:

SHARES

1. Basic teller functions (deposits/withdrawals)
2. Set up new accounts on CUSA System (savings, CD’s, checking, clubs)
3. Order checks
4. Order debit cards, set up in CUSA 
5. Setup online accounts
6. Open and maintain certificate accounts - new, renewals, rollovers, closures

LOANS

1. Accept loan applications and prepare for approval/Credit Committee review
2. Verify information given on loan application
3. Mail forms as necessary


MEMBER ACCOUNT MAINTENANCE

1. Enter open/closed accounts on CUSA System.
2. Enter transfers between accounts.
3. Enter address changes and other account maintenance.
4. Field problematic telephone and window inquiries.

ACCOUNTING

1. Prove daily balancing for office.
2. Prepare and prove weekly cash courier deposit

OTHER DUTIES

1. Cover teller window - all activities.
2. Mailroom deliveries/pickups and distribution
3. Operate computer system (open, close, backup, etc.).
4. Rotate to branch office as needed (Morristown)