Daily Archives: August 28, 2012

Job Openings with Orion Federal Credit Union

Position Title:      Teller                                                                     Department:       Branch Operations   

Classification:     Non-Exempt                                                         Reports TO:       Branch Manager 


Perform transactional duties as a service professional to the Credit Union members with high degree of accuracy and in accordance with credit union policies and procedures. 


Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, excellent service and accurate member transactions.

Process member transactions including but not limited to deposits, withdrawals, transfers, money orders, cashiers’ checks and loan payments.

Handle cash and checks within set limits and place holds where needed.

Balance cash drawer at the end business day. Research and resolve discrepancies. Report any discrepancies/outages to the supervisor as necessary.

Ensure that the teller station is properly stocked supplies and brochures.

Maintain an up-to-date knowledge on all credit union products and services.

Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.

Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, promotional products, IRA’s, certificates, safe deposit boxes, debit and credit cards, online banking.


Education/Certification:        High school graduate or equivalent.                                               

Required Knowledge:              Knowledge of Teller policies and procedures.

                                                                Basic understanding of Company operations.                                               

Experience Required:            One year in the area of customer service, sales & cash handling 

Skills/Abilities:                           Good communication skills, Professional appearance, dress, and attitude,

                                                                Good math skills,  Ability to operate related computer applications and                                                                 business  equipment including adding machine, copy machine, coin and                                                                                          money counting  machines, and telephone. 

WORKING CONDITIONS:      Typical office environment



Position Title:      Assistant Branch Manager                                    Department:       Retail Admin         


Classification:    Exempt                                                                  Reports TO:       Branch Manager 


Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account.  Exhibit proficient and service oriented problem solving skills within established policies and guidelines.  Assist in the management of branch staff and oversee day to day operations of the branch. Maintain a positive level of service by adhering to company standards.  Lead and advise tellers in the efficient handling of member needs and accurate transactional processes. Administer ongoing coach for tellers to assist in reaching all referral and other operating standard goals.  


Maintain a highly motivated, well-trained staff, maintaining effective employee relations.

 Assist with maintaining staffing standard according to branch FTE analysis. Responsible for completing branch schedule monthly basis in order to ensure adequate staff. 

Apply and evaluate policies and procedures for the branch.  Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.

Evaluate the job performance of branch office staff to ensure quality of work and service to members. 

Monitor and track branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan     personal sales and new accounts. Coach/Counsel staff as necessary in these areas. 

Monitor key products and sales within branch to ensure profitable and sound business practices with a high quality of service for members. 

Manage the security and safety of the branch.  Analyze and monitor security and safety policies and procedures on an on-going basis. 

Ensure that staff receives on-going training on security and robbery procedures. 

Schedule adequate staff to ensure efficient branch operation. 

Conduct loan interviews.  Process, approve and/or close loans.

Maintain an adequate supply of money orders and cashier’s checks in the branch. 

Assist staff or members in solving complex account problems.

 Create and maintain a cross-selling environment within the branch.

Maintain Credit Union benchmark score or above on mystery shops. 

Maintain ongoing coaching and counseling with team as necessary. 

Make certain quarterly sales referrals goals are met by teller staff and tracked weekly. 

Serve as vault teller for the credit union, which includes ordering the cash and currency, verifying cash received, maintaining full vault security, and balancing vault cash nightly. 

Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required. 

Responsible for ensuring all operational reports are completed and delivered to the Retail Director by the 3rd day of each month.  All other duties as assigned. 


Education/Certification:        High school graduate or equivalent. College degree preferred.                                               

Required Knowledge:              Thorough knowledge of Credit Union services and products. Knowledge of branch functions, policies, and procedures.  Sales experience a plus. 

Experience Required:              Minimum of 3 years management/supervisory experience.  

Skills/Abilities:                             Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient workflow. Ability to multitask on a daily basis and complete all assignments given by deadline provided. 

WORKING CONDITIONS:      Typical office environment


POSITION TITLE:         Member Service Representative     DEPARTMENT:    Member Connect

CLASSIFICATION:    Non-Exempt                 REPORTS TO:      Assistant Call Center Manager



Perform transactional duties, provide account information as well as information on credit union products and services to the members by phone with a high degree of accuracy and in accordance with credit union policies and procedures.  


Provide by phone general and specific service-related information concerning credit union products and services.  

Accept loan applications or refer members to sales representative if necessary. 

Handle various transaction requests from members including but not limited to shares to loan payments, share withdrawals, check orders, share certificates, line of credit advances, payroll deduction, direct deposit, credit card and ATM cards.  Open new accounts and services existing accounts.  

Recommend and assist members with the use of  Internet and Mobile Banking member related inquiries as well as assist with online banking access, password reset, troubleshooting and bill payment inquires.  

Provide information on investment alternatives to members wishing to deposit funds with the credit union. 

Maintain current and comprehensive knowledge on all credit union products and services. 

Maintain current and comprehensive knowledge on all related policies and procedures, rules and regulations for the call center area. 

Meet or exceed departmental goals and objectives as established by the management team.

All other duties as assigned. 


EDUCATION/CERTIFICATION:        High school graduate or equivalent.                                                                               

EXPERIENCE REQUIRED:              At least 1 year of experience in customer service. 

SKILLS/ABILITIES:                             Excellent communication skills,  Ability to be                                                                           a team player,  Knowledge of Microsoft Word and Excel

WORKING CONDITIONS:             Typical office environment


Please apply at www.orionfcu.com/careers.asp

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