Safe credit union el camino11/7/2023 ![]() ![]() ![]() Assist in the balancing and auditing of all negotiable and dual custody facilities.Assist in the branches daily opening and closing activities.Generate referrals/leads to the platform, Branch Business Specialist and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services and SAFE’s Business Development Officer.Assist in achievement of branch sales goals.Initiate a sales activity with every member interaction.Achieve monthly personal sales/referral goals.Develop personal sales/referral skills.Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift or as instructed by Management.Thank members for their business and use SAFE CU in the closing statement.Process over the counter requests for cashier checks, Visa cash advances, gift cards, postage stamps, temporary checks and Visa debit cards.Accept and process deposits, withdrawals and payments according to SAFE’s policies and procedures.Use the member’s name at least twice during the transaction.Pleasantly greet all members within 4 feet or 10 seconds.Provide transactional service to members.Develop and maintain positive member and staff relationships.Will work in and travel to branches within any of the designated regions. Processes a variety of member transactions and educates our members about products and services that will help improve their financial well-being. Responsible for becoming a professional expert who offers our members the best solutions and an exceptional experience each and every time. ![]()
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