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The County of DuPage
Wheaton, Illinois

Job Details for 1627 - EO Credit Union Services Assistant

Job Description

GRADE: 109

Under general supervision; performs work of moderate difficulty in providing member services and related record keeping duties. Performs other related work as required.

Employees in this class serve the members of the Credit Union by performing a full range of member service transactions and maintaining member account records; individuals in this class oversee the office when Administrator is not available. General supervision is received from the Credit Union Administrator and/or Board of Directors.

The list of duties and responsibilities is illustrative only, and is not a comprehensive listing of all the duties and responsibilities performed by positions in this class.

• Performs routine member transactions and provides prompt and accurate service
• Represents the credit union in a courteous, professional manner and appearance for potential and current members
• Assists members with questions and account inquiries
• Provides members with routine information regarding credit union services or policy
• Maintains member and record confidentiality
• Opens, closes and maintains member accounts
• Receives cash and checks for deposit, following appropriate procedures
• Prepares and sells state vehicle stickers
• Prepares and processes vehicle title and license plate requests
• Performs necessary file maintenance of computer system
• Cross sells services, tickets and entertainment books when appropriate
• Prepares loan applications for weekly credit committee review
• Opens and closes credit union office and prepares bank deposit at end of day
• Opens and distributes incoming mail
• Maintains office supplies and orders as needed
• Performs credit union filing
• Responds to verbal and written credit verifications
• Prepares monthly statements and new member letters for mailing
• Assists with promotional projects
• Receives, reconciles and posts daily ACH and Share Draft Reports
• Reconciles monthly bank statement
• Maintains regular attendance and punctuality

• Adjusts work assignments and schedules in the event of an emergency to participate in emergency preparedness, response, and recovery activities as assigned.
• Depending on assignment may maintain required emergency management training, licensure and/or certifications.
• Performs related duties as required or assigned within job classification.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and /or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Knowledge of:
• Bookkeeping and basic accounting principles and practices
• Customer service techniques
• Data processing as applied to financial record keeping systems
• Credit union history, philosophy, organization, by-laws and operational process
• Current office practices, procedures and equipment
• County policies and procedures
• Applicable federal, state, and local laws, rules, regulations, codes, and/or statutes

Skill in:
• Maintaining financial records
• Interpreting and applying complex written and verbal instructions
• Setting up and making computations
• Operating a calculator and other office equipment as assigned
• Using computer hardware and software including word processing, spreadsheets, databases, email, etc.
• Applying an acquired knowledge of procedures, rules, regulations and services applicable to the assigned office

Ability to:
• Manage projects and multiple priorities simultaneously
• Establish and maintain effective working relationships with department and division staff, other departments and others, such as vendors
• Communicate and use interpersonal skills to interact with coworkers, supervisor, the general public, etc. to sufficiently exchange or convey information and to receive work direction
• Ensure compliance with applicable federal, state, and local laws, rules, and regulations
• Convey excellent oral and written communication
• Work effectively under stress
• Maintain confidentiality


Completion of a High School Diploma or General Equivalency Diploma equivalent and two (2) years of experience in bookkeeping and/or accounting including six (6) months of experience as a loan processor or teller, preferably in a credit union or other financial institution; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position is typically office or administrative work and is not substantially exposed to adverse environmental conditions.