Member Service Representative

Job Description:

• 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.

FULL-TIME – Non-Exempt – 8:45 A.M. – 5:45 P.M. Monday thru Friday