Position Information
Posted
Feb 12, 2026
Closes
Mar 12, 2026
Description
Duties:
- Process member transactions, including deposits, withdrawals, check cashing, loan payments, transfers, cashier’s checks, cash advances, stop payments, wire transfers, and more.
- Follow policies and procedures, including but not limited to security, transaction verification, cash limits, cash handling, and check cashing guidelines. Comply with the Anti-Money-Laundering Policy to meet the requirements of the Bank Secrecy Act (BSA), which includes Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR), and Monetary Instrument Log; as well as the USA Patriot Act and regulations from the Office of Foreign Assets Control (OFAC).
- Balance cash and daily transactions. Investigate and resolve out-of-balance issues.
- Scan checks received for deposit, payment, or cash.
- Ensure individuals, organizations, and businesses meet eligibility requirements.
- Present and explain credit union products and services to members, and recommend suitable options to help them meet their everyday banking needs.
- Open or close memberships and accounts and renegotiate Certificates of Deposits/IRAs.
- Complete forms and enter information into the database to establish new memberships, products, and services, order checks, and perform maintenance and service requests.
- Serve as a resource for members to answer questions, solve problems, and assist with bookkeeping, account reconciliation, and research requests.
- Receive, direct, and manage telephone calls, faxes, emails, and mail-in requests.
- Manage member traffic flow through lobby, drive-thru, and telephone.
- Assist in branch opening and closing procedures.
- Process drive-thru, night depository, and mail-in transactions.
- Support balance management and auditing of the vault, other MSR cash, and negotiables instruments.
- Perform quality checks on new memberships, accounts, and service/maintenance requests.
- Gather and package completed forms for mailing to Goshen as needed.
- Complete reports and records as necessary.
- Onboard new members with follow-up calls, emails, and/or mailings.
- Contact members and prospects to update records, schedule appointments, and cross-sell.
- Complete all required training for the position and participate in electives to enhance skills.
- Participate in meetings and other events as required.
- Assist Business Development Officer with follow-up tasks such as insurance, financials, and assembling loan folders.
Requirements:
Experience:
- Cash handling or retail service experience required; financial services experience preferred.
- Basic understanding of credit union operations.
- Spanish proficiency required
Skills and Abilities:
- Ability to provide exceptional service.
- Professionalism, honesty, integrity, and good listening skills to foster rapport and build relationships.
- Strong interpersonal, communication, and organizational skills.
- Accuracy and attention to detail with strong mathematical aptitude and analytical skills.
- Demonstrated ability to exercise good judgment, solve problems, offer sound advice, and cross-sell products and services.
- Ability to operate related computer applications and business equipment, including: PC, internet, email, Windows software, adding machine, telephone, fax, copy machine, money counting machine, and scanner.
- Experience with customer databases is a plus.
- Adaptability to changing workflows to stay productive in both fast-paced and slower environments.
- Availability to work based on branch needs.
- Ability to lift boxes and heavy coins, and stand on feet for extended periods.
How to apply:
Hours per week
24
Employer Information
Contact
Dawn Ergle
Phone
574-533-9511
Email
dawn.ergle@everence.com
Website
https://www.everence.com/locations-and-atms/harrisonburg
Address
841 Mount Clinton Pike, Harrisonburg, VA, 22802
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