Member Service Representative I

1 month ago

Tehachapi, United States AltaOne Federal Credit Union Full time
Job Details

Job Location
Tehachapi Tucker Road - Tehachapi, CA

Position Type
Full Time

Salary Range
$16.25 - $21.84 Hourly

Job Category
Banking

Description

Role

Responsible for accurately processing financial transactions and being an effective source of information for customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers 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 members to assure needs are met and minimize redoing.
  • Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
  • Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
  • Issues Traveler's Checks and money orders, receives currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures.
  • Receives loan payments and savings 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 counts cash payments.
  • 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.


Qualifications

Knowledge and Skills

Experience

Cash handling and customer service experience is strongly preferred.

Education/Certifications/Licenses

A high school diploma 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.

Other Skills

Must be able to operate a computer keyboard by touch and be proficient with MS Word. Must be detail orientated with numbers. Must be able to stand in place for long periods of time. Must possess basic Math skills. Must be able to lift coin boxes and bags that could weigh up to 50 Ibs.
ADA Requirements

Physical Requirements

Perform primarily sedentary work with limited physical exertion and regularly lifting 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 written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer 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.

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