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Member Services Rep

4 months ago

Oak Lawn, United States HealthCare Associates Credit Union Full time

Member Services Rep / Teller / Banker - Immediate Opening

No Previous Financial Experience Required
- **_ 35 hour work week_**:

- **_ 4 weeks of paid time off_**:

- **_ Federal holidays off_**:

- **_ No working nights _**:

- **_Opportunity for quarterly incentives_**:

- **_ Full benefits package_**:

- **_ 401K_**

**_ Details: _**

If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).

We take care of you so you can take care of our members

**About the Organization**:
We are a full-service, credit union serving members of various Health Care organizations.

**About the Position**:
This position is responsible for identifying the financial needs of each member and recommending appropriate financial solutions.

**Duties and Responsibilities**:
**_ Service_**
- Deliver service to both internal and external members that is in alignment with the credit union's Service Promises.
- Meets all established sales and service goals.
- Possess adequate product knowledge as measured by the annual product knowledge certification assessment

**_ Process New Accounts_**
- Establish savings/membership accounts
- Open checking accounts & order checks
- Open money market accounts & order checks
- Open subsequent savings, Christmas club, vacation club account

**_ Maintain Membership Records_** **_and Documentation_**
- Process name changes
- Process address changes
- Process payroll deduction changes
- File membership cards and make sure all work is prepared for scanning
- Process all account maintenance
- Scan all required documentation consistently and in a timely manner

**_ Respond to Members Needs, Inquiries and Requests_**
- Research account inquiries or discrepancies
- Provide members with rates and account disclosure information
- Suggest products and services to further benefit members' financial needs
- Order check copies, plastics, pin number copies, statement copies, and reorder checks, etc.
- Complete verification of deposit forms

**_ Process Members Mailed In Transactions_**
- Post deposits to various share accounts
- Post loan payments
- Process VISA payments
- Send receipts for mailed in deposits
- Send withdrawal checks or close accounts per written requests

**_ Process Members Walk In Transactions_**
- Post deposits to various share accounts
- Post loan payments
- Process VISA payments
- Process cash and check withdrawal requests
- Transfer funds between share account or from share to loan & VISA
- Cash checks for members
- Sell travelers checks and gift checks
- Process cash advance requests on loans and HACU's VISA
- Process wire transfer requests
- Process stop-payments

**_ Accurate Balancing_**
- Examine checks for endorsements, negotiability, and determine if funds extended hold needs to be placed
- Verify transaction slip is completed accurately, assist member with completion if necessary
- Complete transaction slip if one is not present with mail in transaction
- Make sure all totals balance with computer teller balance totals (checks for deposit, withdrawal checks, and teller cash drawer if applicable)

**Other**
- Adhere to other duties as assigned

**Qualifications**:

- High school diploma or equivalent
- Prior financial institution experience helpful, but not necessary
- Ability to work cooperatively with other staff to maintain a team work environment
- Ability to communicate well with the members as well as a strong desire to help the members with their financial needs

HACU is an Equal Opportunity Employer

This is an onsite position