USF Federal Credit Union
  • 10-Oct-2018 to 09-Dec-2018 (EST)
  • Retail
  • Tampa, FL, USA
  • Full Time

Position Summary:

Under general supervision, ensures compliance with internal controls, operational procedures and established risk management policies, procedures and regulations. Performs a broad variety of member service functions such as opening new share and share draft accounts, IRA's, etc. Opens, maintains and redeems CD's. Understands the features and benefits of credit union products and services. Conducts the transactions on member accounts accurately. Performs power of attorney and trust transactions, and beneficiary claims. Is accountable for the accuracy and completeness of all member transactions and is recorded and entered accurately within all internal systems. Proficient with internal systems such as Symitar, Evolve, Data Navigator, Bill Pay, Online Banking, DocuSign, etc. Troubleshoots ATM, credit and debit card products. Processes both fraud and disputed transactions. Interprets credit reports to qualify potential members and cross-sell products and services. Corresponds with members using variety of communication channels such as email, fax, messaging, etc. Accurately processes wire transfer requests. Apply the proper telephone etiquette to satisfy various member situations, Follow appropriate call/work flow to meet quality expectations on all member interactions, Provides members with professional service and assures that all members, staff and visitors are treated with consideration and respect.

Essential Functions & Additional Responsibilities

35% Receives and processes member financial transactions, including deposits, withdrawals and loan payments; provides money orders, travelers checks, and cash advances. Processes coin machine transactions, ATM and mail transactions.

35% Assists members and potential members with credit union products and services. Resolves issues that are within their authority; refers issues that are beyond their authority to their manager. Provides exceptional service for members and provides team support in meeting service standards.

15% Cross-sells USF FCU products and services to meet member needs. Proficient in using Account Cross Sell.

5% May be required to cross train and work in other areas or departments.

5% Adheres to all compliance and regulations. Follows Red Flag procedures, OFAC procedures, and properly identifies members using CIP.

5% May be required to travel to and work at multiple branch locations as needed. Performs other job related duties as assigned.


• High School Diploma or education equivalent to High School Diploma


• Two (2) years of experience in financial institution with lending and member service experience.

Other Skills:

• Experience with Microsoft Word, Power Point, Excel and Outlook.

• Strong oral and written communication skills are essential to the position.

• Ability to effectively deal with people under adverse and stressful conditions.

• Must be a Notary or be able to become one upon employment.

• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

USF Federal Credit Union
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