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Universal Member Service Representative I
4 months ago
Summary/objective
Assist and maintain member relationships through exceptional member service by performing advanced account maintenance and financial transactions. This position serves a critical role by providing exceptional service to credit union members, non-members, employees, and service providers.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Accurately process all member and non-member transactions
- Research Member questions, problems, and complaints and respond with accurate information.
- Open and close all types of accounts while ensuring required forms and records are completed in compliance with internal policies and statutory regulations
- Assist with advanced account maintenance and problem solving for members and non-members
- Process and create/order Debit cards for members along with assisting with debit card disputes and fraud
- Process stop payments, print statements and histories for members.
- Assist with night deposits, ATM deposits, wire transfers, large currency reports, deceased members, and irate members
- Assist employees with problem solving and questions
- Supply cash for tellers (order and detail Brinks) in absence of the Teller Supervisor or Assistant Teller Supervisor
- Provide assistance to the Teller Supervisor and Assistant Teller Supervisor with balancing and detailing the vault, ATM, and cash recycler
- Cross-sell IMCU products and services
Competencies
- Ability to multi-task and exhibit patience in stressful situations
- Completed satisfactory all in-house training
- Exceptional interpersonal and communication skills
- Attention to detail, maintain adaptability, flexibility and organizational skills
- Skilled in use of core system, Evolve, Synapsys, etc.
Work environment
Retail branch
Physical demands
- Extended period of time viewing computer monitor
- Handling – ability to touch, feel, lift, operate and control equipment, tools and objects with the hands
- Reaching
Travel required
Minimal to none
Required education and experience
[Indicate requirements that are job-related and consistent with business necessity]
- 6-12 months of IMCU or like experience
- High school diploma, GED, or equivalent
- Completion of Teller Supervisor training, Basics & Advanced Products and services training with IMCU
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing 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.
