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Member Service Rep, Level I

3 months ago

Louisville, United States Transcend Credit Union Full time
Job DescriptionJob Description

Transcend Credit Union has an immediate opportunity for a Teller / Member Services Rep


Position Purpose: The primary purpose of this position is to assist the Credit Union in fulfilling our mission of making a positive difference in each member’s financial life. Provide various financial services to current and prospective members of the Credit Union.


Specific Duties:

  • Deliver high-quality, consistent service to both external and internal members that fulfill our service promises.
    • Respectful, Resourceful, Attentive, Responsive, Accurate, and Appreciative.
  • Continuously review and abide by operating procedures and internal controls in order to protect member accounts, cash, investments and assets from loss
  • Report any suspected questionable conduct involving financial improprieties, violation of operating procedure, company policies, misuse of Credit Union’s assets, or other fraudulent, dishonest, or illegal conduct detrimental to the interests of the Credit Union.
  • Identify the financial needs of the members and suggest an appropriate Credit Union solution. Cross-sell appropriate products and services to benefit the member and achieve sales goals set forth by the Credit Union.
  • Build and maintain strong member relationships by providing prompt, reliable and courteous service when assisting members with financial transactions and services.
  • Perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.
  • Open new accounts and service existing accounts. Set up new account files and provide members with all necessary membership information.
  • Maintain an up-to-date and comprehensive knowledge of all credit union products and services. Maintain an up-to date and comprehensive knowledge on all related policies and procedures, rules and regulations, including robbery procedures.
  • Balance cash drawer at the end of the shift and compare totals to core processor totals. Research and resolve discrepancies. Report any discrepancies to immediate supervisor and VP/Operations.
  • Participate in Call Center call queue as needed.
  • All other duties as assigned.

Position Requirements:


  • High School Diploma required.
  • Previous teller experience preferred.
  • Sales experience preferred.
  • Maintain a consistently positive, helpful attitude with internal and external members. Act with a sense of urgency to resolve issues and provide outstanding service. Must be service driven.
  • Ability to abide by Credit Union's Service Mission and Promises.
  • Present a polished, professional image regarding conduct and appearance.
  • Communication and interpersonal skills to effectively work with members and co-workers.
  • Ability to proficiently use a personal computer and applicable software employed by the Credit Union.
  • Ability to cross-sell Credit Union products and services effectively and accurately.
  • Ability to handle multiple and/or changing priorities simultaneously.


Physical Demands:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • The employee is required primarily to sit, and occasionally stand, stoop, kneel, or crouch.
  • The employee shall have the ability to occasionally lift bagged coin (approx. 25 pounds).

Work Environment:

  • This job operates in a professional office and banking environment. This role may routinely use standard office equipment such as, but not limited to computers, phones, photocopiers, filing cabinets, and fax machines.

Transcend Credit Union is an Equal Opportunity / Affirmative Action employer. Transcend Credit Union selects qualified individuals without regard to race, color, religion, sex, national origin, disability, age (40 and over), genetic information, classification as a veteran of the Vietnam era or any other characteristic protected by applicable federal, state or local law; and all other legally protected statuses for our operations. It is the practice of the Credit Union to act affirmatively to expand employment opportunities that contribute to a diverse workforce. The Credit Union is committed to this concept and the principles of the Equal Pay Act of 1963, the Civil Rights Act of 1964, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973 and the Vietnam Era Veteran's Readjustment Assistance Act of 1974, as well as the various other federal, state and local civil rights laws and the guidelines promulgated by the agencies responsible for the implementation of these laws.

Transcend Credit Union is an E-Verify employer.