Member Service Representative/Teller

Description

This role would service the members by providing cash and non-cash transactions. This position is best suited for someone with entry-level financial experience, someone who enjoys servicing members by providing great customer service with great attention to detail while upholding the credit union philosophy of people helping people.

Requirements

• Performs all types of monetary/non-monetary transactions within established limits to prevent fraud and losses.
• Maintains and balances assigned cash drawer daily and follows security procedures and assigned cash limits.
• Recognizes members’ needs to proactively open, maintain and update personal accounts and refer members to other services such as loan services and investment services.
• Provide information on marketing promotions to effectively offer all Credit Union products and services, utilizing the Credit Union’s refer program.
• Provides routine information on credit union services, policies, membership eligibility, type of credit union accounts, inquiries regarding account balance, status and history.
• Completes appropriate documents and refers them to Accounting/Electronic Services for assistance when necessary.
• Completes job assignments delegated by Branch Operations Manager.
• Responsible for complying with all laws, statutes, rules, and regulations which govern the credit union, including but not limited to all components of the Bank Secrecy Act provisions of the US Patriot Act.
• Participate in required meetings and training.
• Performs other duties as assigned by management.
• Back up for Receptionist as needed.

Job Experience: Minimum of six months in a banking or credit union environment required. Knowledge of advanced cross servicing techniques to cross service members competently. 

Software Skills: Excellent computer skills with knowledge of Microsoft Office software.

Physical Demands: Required to sit for extended periods and occasional walking to provide member services. Required to lift up to 50 lbs. (coin bags). Noise level moderate to high in immediate area and normal range of hearing necessary to communicate by telephone and in person with staff and members.

Work Conditions: Regular workday with occasional overtime. Ability to travel to branch locations. Exposed to potentially hazardous conditions (robbery).

Other Skills: Strong organizational and analytical skills required to resolve member/staff questions or problems. Must maintain a high degree of accuracy in handling cash, balancing a cash drawer, and entering member transactions into the computer. Must demonstrate excellent written and oral communication skills. Strong interpersonal skills to represent the Credit Union professionally and positively to members and to interact daily with staff and management. Ability to exercise judgment and maintain confidentiality in dealing with membership and staff. Ability to complete or resume tasks despite interruptions.