MEMBER SERVICE REPRESENTATIVE

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Job description

Description:

Perform a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. Provide a variety of member savings, share draft/checking, and credit account transactions, as well as member service such as sales of money orders and cashier's checks.

ESSENTIAL FUNCTIONS

• Greet and welcome members to the credit union in a courteous, professional, and timely manner.
• Provide comprehensive, prompt, accurate, and efficient member transactions.
• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and accurately enter deposits into comp0uter records.
• Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures.
• Assist with mail or email transactions, when available.
• Place holds on accounts for uncollected funds.
• Issue cashier's checks, money orders, and CDs.
• Balance cash drawer at end of the shift and compare totaled amount to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. May help other tellers research and resolve discrepancies.
• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
• Cross-sell credit union services such as safe deposit boxes, prepaid cards, debit cards, credit cards, on-line banking, or other promotional products where available.
• Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Enter payments into the computer.
• Report malfunctions of teller terminals and other equipment used at the teller station to supervisor.
• Count, check, and package coins and currency.
• Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
• Other duties as assigned by President/CEO or Executive Management.

Requirements:

COMPETENCIES/SKILLS

• Ethical Conduct
• Decision Making
• Excellent Oral and Written Communication
• Member Focus
• Promoting Skills

REQUIREMENTS/QUALIFICATIONS

• High School Diploma or Equivalent
• Customer Service Experience Preferred

PHYSICAL DEMANDS AND WORK ENVIRONMENT

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

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phone, photocopiers/scanners, filling cabinets, 10-key calculator, and fax machines. The position requires manual dexterity, the ability to lift files and open filing cabinets. The employee is required to stand, walk, sit, reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl as necessary.

The employee must be able to occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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