Careers

Oversee operation of branch location to ensure accurate, high-quality service to meet needs of membership. Branch lead for operations, MSR support, member services, + daily operational efficiency. Provide leadership, guidance to MSRs by assigning tasks, tech support + ensure all activities are performed. Utilize knowledge of branch procedures + policies to deliver exemplary service, foster sales + service aligned w/ credit union’s business goals, + motive staff through participation in branch incentive programs. Responsible for ensuring branch is adequately staffed. Approve staffing schedules. Develop + implement training plans + provide feedback. Maintain working knowledge of Credit Union’s written policies + procedures that apply to areas of position’s responsibility such as Bank Secrecy Act, Regulation CC, Regulation D, Regulation E, Bank Security and relevant Federal + State regs. Provide financial products + services to new + existing members + monitor new + closed activity for respective branches. Gather + verify data + info for reports to respond to problems or inquiries + help resolve acct problems.  Handle transactions + member requests. Complete req’d branch duties, reports, specific assignments + other responsibilities. Monitor + direct lobby traffic, asst w/ calls + ensure positive member exp. Communicate issues needing attention to Sr. Management + prov potential ideas for effective resolution + follow through to successful completion. Work w/ members of management regarding employee development, resolving staff + member issues. Maintain visibility within branch operations environment + reinforce corp vision + direction. May undergo background checks incl credit check. Must have HS Diploma and 2 years relevant financial institution and member service experience; and required skills (2 years exp) in: financial core computer; and functioning in a supervisory role. Apply and complete application at https://link.zixcentral.com/u/dcd4be6a/chSnmsuR8RGI0yeek_lclg?u=https%3A%2F%2Fdakotawestcu.com%2Fcareer%2F

Job Purpose: Provides superior service to our existing and/or prospective members both in person and over the phone with demonstrated professionalism. Assists members with a wide variety of financial needs such as processing deposits and withdrawals, cashing checks, transferring funds, cash advances, loan and credit card payments, and account maintenance. Opens new depository accounts. Explains, promotes, cross-sells or refers products and services.

Primary Responsibilities:

1. Promote the improvement of Dakota West Credit Union through quality member service, promotion of products professionalism in conduct and diligent work ethic.
2. Perform basic paying and receiving functions including cashing drafts, handling deposits, share savings/checking withdrawals, loan and escrow accounts. Handle transaction efficiently and professionally. Balance Cash ins and outs.
3. Safeguard assigned cash/currency at all times: adheres to cash limits. Adhere to dual control procedure as defined by policy. Balance currency and coin.
4. Buy and sell cash internally to and from vault supply. Balance vault cash: prepared income and outgoing shipments.
5. Use effective listening and observing skills to help identify and resolves member needs. Effectively handles member questions and problems.
6. Spot sales opportunities and refer business consistently. Cross-sell other services whenever the opportunity arises
7. Opens new depository accounts in accordance with state and federal regulations as well as DWCU’s internal policy.
8. Maintain a working knowledge of Credit Union’s written policies and procedures that apply to and concern this position’s area of responsibility, including general regulations such as the Bank Secrecy Act, Regulation CC, Regulation D and Regulation E, Bank Security and various other Federal and State regulations as they apply.
9. Process mail and night depository work, process cash advances.
10. Balance ATM and coin counter, prepare stop payment requests, issue Cashier Checks, Money Orders and gift cards.
11. Promote the improvement of Dakota West Credit Union through quality member service, promotion of products, professionalism in conduct and diligent work ethic.

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Employees Supervised:  None

Education, Experience and Certification Requirements

Basic Qualifications:

1. Strong commitment to providing exceptional member service.
2. High School diploma or equivalency.

3. Computer skills including spreadsheets, word processing, and imaging systems.
4. Strong communication and organizational skills.

Preferred:

1. 1-2 years cash handling experience
2. Knowledge of State and Federal banking regulations.

Physical and Mental Demands 

1. 1. Constantly required to sit, hear, talk, write, read, keyboard/computer entry, reach, stretch, work under time constraints with needed ability for task management flexibility and to perform routine duties with attention for details.
   2. Constant abilities used/required on the job are mathematics, memory, reasoning, estimating, problem-solving and exercising judgment.
   3. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Work Environment

1. Constantly works with others, around others and with members and the public. Constantly works indoors, in confined areas and is exposed to the risk of electrical shock.
2. Frequently works around noise (moderate level). The employee must have the ability to focus on tasks and members while hearing office machines, conversations of others, music, phones etc., in a confined area.
3. Infrequently the employee works alone and also works near moving objects. The employee is also infrequently exposed to outdoor weather conditions.