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Member Service Representative

2 months ago

Fredericksburg, United States Topside Federal Credit Union Full time

If you would like to apply for this position, please use the URL listed below. In order to be considered for the position you will need to apply using the URL listed below. Home | Topside Federal Credit Union (topsidefcu.org) Who we are: Topside Federal Credit Union is extensively involved in the community and passionate about financial education. Our mission is Serving our members now and in the future. At Topside Federal Credit Union, were always ready with an all hands approach when it comes to providing the right amount of support that anyone needs. We realize that every encounter with a member can make a difference in their lives. We listen and support our members and help our members and the community build financial security for every stage of their life. You: Like flexibility and working part-time sounds perfect (up to 29 hours) Enjoy having most of Saturday and all-day Sunday off to spend time with your family. Have customer service experience or enjoy working with people. Are looking for a competitive benefit package including paid holidays, Look for new opportunities and embrace challenges, Thrive in a collaborative, team-oriented environment and take pride in helping others. Then we would love to hear from you Role Responsible for accurately processing financial transactions and being an effective source of information for our members: in the lobby, drive thru window or by telephone. Providing them with friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time. Major Duties and Responsibilities Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with member to assure all needs are met and minimize errors. Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Receives loan payments and savings/checking deposits from member, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member calculations and validates checks and/or cash payments. Issues money orders, receives currency and coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures. Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products. Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward members and co-workers. Assist other departments and branches with transactions as needed; provide support for the department and branch managers in fulfilling member requests and merchant Verifications. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Knowledge and Skills Experience Six months to two years of similar or related experience, including time spent in preparatory positions. Education/Certifications/Licenses High school degree or GED required. Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions. Skills Ability to speak Spanish a plus. ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and regularly li ting cash box of up to 10 lbs. and coin bags up to 30 lbs. on occasion. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to stand for long periods of time. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of member service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Acknowledgment Nothing in this position description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time. Topside FCU is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color religion, sex/gender, national origin, disability, age, or any other category protected by law.