Position Title:
Member Service Representative I
Reports To:
Branch Manager and/or Director of Teller/Member Service Operations
Basic Function:
Opens new Credit Union memberships, acts as a liaison between the member and Credit Union to assist the member with their financial needs and/or account questions.
Responsibilities:
• Greets members as they enter the lobby in an outgoing, courteous manner.
• Cross-sells every product and service as needed to meet the financial needs of the individual member.
• Reviews membership applications for approval; opens and provides information on all credit union account types.
• Assists members with direct deposits, IRAs, CDs, check orders, address changes, automatic transfer, wire transfers and other financial needs.
Instructs members on the proper use of the Audio Response System, Home Banking, Bill Payer, plastic services (ATM, Check Card, and Gift Cards) and Moneyline transfers.
• Prints and reviews member statements or account histories, counsels’ members regarding the activity of their accounts.
• Makes correction to accounts as needed.
Alert to warnings of fraud and able to detect and avoid possible fraudulent activity.
• Responsible for the security of their own negotiables until signed over to the proper designated employee.
• Provides daily entry to safe deposit boxes in accordance with rules and regulations.
May serve as a credit union notary.
• When necessary, in branches, may perform loan processing duties to assist Branch Manager and/or Loan Officer.
• Performs other related duties as assigned.
Qualifications:
• One or more years’ experience with a financial institution or a credit union, working in a teller and/or customer service-related position.
• High School diploma or equivalent.
Some college preferred.
• Personal computer, basic office equipment.
• Friendly, outgoing, well-groomed, tactful, compassionate, enjoys public contact, reliable, flexible, alert to member needs and aware of surroundings.
Must set an example of professionalism.
• While the following list is not exhaustive and may be supplemented, identified physical requirements include being able to work at quick and steady pace, climb occasionally on safe deposit box ladder, sitting, bending and the ability to communication effectively.
Some lifting not to exceed 25 lbs.
• Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.
Benefits:
Paid Holidays
Match on 401K- offer a competitive 401K plan with a match of a 100% for the first 5% and a ½% for every additional 1% up to 10%
Discretionary Profit Sharing- 3% of annual earnings
Vacation Leave- accrues 2 weeks a year for the first 5 years.
Vacation leave increases with tenure.
Sick Leave- earn 2 hours a pay period
Voluntary Insurance Products/Packages
Offer Competitive Medical and Dental Benefits*
Company Paid Life Insurance (2 times annual salary) *
Company Paid Accidental Death & Dismemberment Insurance (2 times annual salary) *
Company Paid Long Term Disability Insurance*
Full time Benefits for 30+ hour employees
Various other incentives
Additional incentive for extended hour locations
Premium-level Checking/Savings Account that include additional benefits
*Full Time Only
Whatsapp
