Assist in basic account opening, provide service delivery, execute financial transactions, support sales activities, and ensure compliance within a branch setting.
Compensation
$47,510.00 - $61,990.00
Responsibilities
Assist in basic account opening for existing customer
Provide service delivery to internal/external customers to resolve account service issues
Execute financial transactions in accordance with bank policies and procedures
Refer opportunities to segment partners where appropriate
Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
Perform activities in support of Fraud department, managing telephone interactions, gathering documentation, and supporting investigative activities for fraud and identity theft cases.
Receive inbound calls and place outbound calls to provide information to branches, the Member Service Center, lending departments and members on fraud, identity theft or Member Identification Program
Create and maintain complete and accurate case files including evidence and interview summary in the case management system
Locate, save, and upload documents into case management system
Create affidavits and send to branches/members with support documentation
The Universal Banker I combines the roles of a teller and seller to provide exceptional service to both members and potential members, serving as a resource for financial needs, account openings, and loans.
Compensation
This position pays $23.00 per hour.
Responsibilities
Greet members in a welcoming manner
Receives and processes financial transactions including deposits, withdrawals, check cashing, loan/credit card payments and loan advances
Maintain a balancing record in accordance with teller balancing standards
Perform tasks such as balancing ATM, executing branch capture, completing branch recap, and processing night depository
Demonstrate knowledge of branch technology including ATMs, Cash Recyclers, Debit Card Instant Issue, Check Scanning, ITMs, and Glory Teller Machines
Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
Compensation
Pay Range: $22.00 Hourly
Responsibilities
Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
Provides Golden 1 services to member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
Assesses members needs while processing transactions.
Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
Identifies and reports fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
Requirements
H.S. Diploma or General Education Degree (GED)
Nice to have: 6+ months as a Member Service Specialist I or teller role at Golden 1 or another financial institution
Monitor client transaction and provide a wonderful client experience while mitigating fraud losses to CIBC & Simplii Financial customers through investigation and analysis.
Responsibilities
Monitor client transactions and mitigate fraud losses
Identify, analyze and conduct investigations of client transactions through debit cards, ATMs, and over the counter (OTC) deposits
Exercise decision making skills while reviewing customer’s profiles, transactions, banking history, and cheque images
Compile data and investigate alerts/referrals to make recommendations
Accurately document all actions taken in databases
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