Member Service Representative Teller

3 months ago

Pittsburgh, United States CITY CO FEDERAL CREDIT UNION Full time
Job DescriptionJob DescriptionRole:

Assists new and existing members with their financial needs, opens and closes various types of accounts, processes transactions, resolves account problems, and provides assistance and information regarding other products and services of the Credit Union. First line of contact with the member either in person or by telephone.

Essential Functions & Responsibilities:

N\t60%\tAssists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Providing proper documentation and disclosures for all account openings and transactions. To request and provide to lender all necessary and appropriate forms and information required for all and particular loan applications. Refers problems to supervisor as needed, along with recommendations for resolution. Will be responsible for assigned duties including filing and monitoring various reports.

N\t10%\tIdentifies opportunities to cross-sell additional products or services to members.

N\t10%\tConfers with members by telephone or in person to provide information about products or services.

N\t10%\tMaintains accurate member account information on computer system and prepares required reports for management.

N\t5%\tActs as liaison between members and various departments.

N\t5%\tPerforms other job related duties as assigned.

Performance Measurements:

1.\tProvide informed, prompt, and accurate service to all members and associates by greeting and waiting on members in lobby within 1 minute, answering the telephone within 3 rings, and responding to messages or correspondence within 2 hours.

2.\tOpen all accounts, certificates of deposit, and other Credit Union products or services in accordance with federal regulations, ensuring all related forms and documents are completed and filed/scanned in a timely manner.

3.\tCarry out assigned duties and responsibilities with minimal errors according to established branch standards.

4.\tActively cross-sell products and services to members to achieve or exceed 100% of all established individual and branch sales goals.

5.\tTroubleshoot and resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties.

6.\tEnsure compliance with all applicable Credit Union policies, procedures, and regulations.

7.\tMaintain a professional work environment and businesslike appearance.

Knowledge and Skills:

Experience\tOne year to three years of similar or related experience.

Education\tA high school education or GED.

Interpersonal Skills\tWork involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

Other Skills\tWorking knowledge of principles and processes for providing member and personal services. Actively looks for ways to help people. Communicates information and ideas in speaking so others will understand. Working knowledge of related computer systems and applications. Ability to communicate in English both written and spoken. Ability to use basic office equipment including but not limited to telephones, computers, 10-key calculator, mail machine and a copier. To maintain a high standard of professional decorum and personal responsibility which instills confidence in both the membership and with co-workers.

Physical Requirements\tAbility to stand or sit for long periods of time. Ability to lift up to 25-pounds.

Work Environment\tGenerally an office environment during normal working hours. Occasional evenings or weekends may be required. Minimal travel generally to a meeting or training session or a member's place of business.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.Company DescriptionA credit union focused on member's financial needs.Company DescriptionA credit union focused on member's financial needs.

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