Member Service Specialist (Vancouver Mall Branch)

Job Description:

Applicants are encouraged to apply by November 25th, 2024

Location:

• Vancouver, WA

Pay Range:

• The full pay range is $19.73-$29.59/hr.
• We provide an additional $2.00 per hour bilingual differential for those employees who can support our members’ financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

This position delivers exceptional member service by meeting members’ needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks including processing transactions, resolve member concerns, follow proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of “people helping people” and objectives.

What you’ll do:

• Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
• Identifies, refers or originates all products and services offered by the credit union.
• Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions.
• Processes cash orders with management oversight, completes wire transactions, and check 21.
• Responds and resolves members’ requests, concerns, and complaints, and/or directs the member to the proper person/department for assistance.
• Balances cash drawer and daily transactions. Balances vault and cash dispensers when necessary.
• Assists management with certifications, key assignments, and balancing the vault.
• Records detailed notes to document member interactions, complex situations, and transactions to minimize lapses in employee communication or member service.
• Understands and complies with federal and state regulations relating to financial products and services as well as policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
• Takes a proactive approach to learning new credit union systems and processes.
• Maintains a professional image and engages as a positive team member.
• Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
• All other duties as assigned.

Qualifications: 

• A minimum of one (1) year of experience interaction with customers and cash handling or an equivalent role or work experience.

Bonus points if you have: 

• Experience in the financial services industry.

What you’ll bring:

• Ability to perform in an environment with frequent changes and competing demands.
• Open to feedback and respond with professionalism and dignity delivering information to members and co-workers.
• Ability to continuously learn and maintain knowledge of credit union system’s, processes, and compliance requirements.
• Ability to learn how to timely problem solve and make decisions relevant to role and experience.
• Ability to embrace and promote a positive, collaborative work environment.
• Ability to role model our core values.
• Maintain confidentiality with minimal supervision.

Total Rewards: 

This position is eligible for benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&D insurance. Part-time employees will accrue time off on the same schedule as full-time employees with the accruals pro-rated based on their scheduled FTE and the following guidelines. Employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time (may be prorated based on hire date in the initial calendar year).

All benefits except 401k start the first of the month after 30 days of employment. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.