• Job Tracking ID: 512439-825778
    • Job Location: Sarasota, FL
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Part-Time/Regular
    • Date Updated: July 21, 2022
    • Years of Experience: Any
    • Starting Date: ASAP
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Job Description:

Location: Fruitville Rd Branch

Hours for this part-time position are Monday - Friday 11 am - 3 pm

Assist Achieva in its mission to ‘change lives for GOOD’! Team members maintain a working knowledge of all products, services, organizational policies, and procedures. Responsible for dominating in service while cross-selling credit union solutions. Must be able travel to and provide support to surrounding market branches, as needed.

  • Support Achieva’s Brand Frame by Finding a Way to always assist internal and external customers, Providing VIP service to all internal and external customers, Making it Easy for all internal and external customers, Learning all about internal and external customers, and Promoting an environment of Trust.
  • Provides prompt, friendly and accurate service to internal and external customers.
  • Delivers service that focuses on individual member needs and maintains confidentiality.
  • Identifies and offers products and services that will improve our members’ financial lives.
  • Accountable for meeting referral goals.
  • Balancing each day’s transactions including verifying cash totals.
  • Conducts transactions on member accounts accurately and in compliance with established policies, procedures and state and federal regulations such as the BSA, and Privacy Act.
  • Performs ATM balancing and replenishment.
  • Performs Teller functions.
  • Professional and efficient communications with all departments and branches in order to promote synergy.
  • Responsible for upholding all credit union ethical standards.
  • Represents the credit union in a courteous and professional manner.
  • Perform other essential job functions as required or assigned.

Experience and Skills:

Education Required:

  • High school diploma

 Experience Required (minimum 1 year):

  • Financial institution, retail environment, or customer service experience

Skills Required:

  • Ability to multi-task
  • Strong organizational skills
  • Superior interpersonal skills
  • Sharp attention to detail
  • Professional demeanor, appearance, and speech
  • Ability to work independently
  • Will excel in a team environment
  • Ability to identify and solve problems
  • Proficiently use common office equipment: copier, fax, scanner, telephone, Windows based PC, 10 key adding machine. Knowledge and practical use of MS Office Suite.