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Service Associate I

2 months ago

Kalispell, United States Parkside Credit Union Full time
About Park Side Credit Union

At Park Side Credit Union our mission is to be the best place for the people of western Montana to get a loan and we do this with a strong commitment to our members, employees, and communities. Our culture is driven by four main Park Side Pillars - Pride, Professionalism, Passion & Purpose that cultivate our fun, driven and effective workplace.

About the role

Service Associates are the lifeline for our members. Knowledgeable, organized and accurate, they have the ability to manage and excel at member experience. Service Associates engage with members to gather information, understand their needs and which of our products or services fulfill those needs, and offer quality service with a smile.

This position is an entry point to an established career path that involves building and maintaining deposit & lending relationships. Career advancement is based on the growth & development aspirations of the individual. This position is structured at 35 hours per week.

What you'll do

A Service Associate at level I & II establishes the first impression a member or guest has of the organization. The Service Associate's responsibilities include welcoming members and providing routine information concerning services. They will process a variety of member financial transactions. Service Associate I & II also refer members to the appropriate departments for specific information and service. The ability to assist members promptly, professionally, and accurately with their financial transactions as well as the ability to follow and accurately convey protocol are key to success in this position. Service Associate I is an introductory phase involving basic transactions and will last 6-12 months.

Essential Functions & Responsibilities:

  • Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; wire transfers; sells money orders, travel & gift cards to members; transfers amounts from member accounts as directed.
  • Assist members with card transactions to include card issuance and transaction review. Provides friendly, professional, and personal service to all members and associates.
  • Balances cash drawer in accordance with the over short policy.
  • Accurately post transactions to member accounts and maintain member records.
  • Troubleshoot and resolve internal and external inquiries in a timely, friendly, and accurate manner.
  • Maintain knowledge of credit union products, services, and rates to better assist member needs.
  • Proactively seek opportunities to identify needs for products or services that will provide benefits for members.
  • Performs a variety of miscellaneous tasks including computer input, scanning, responding to emails and answering the telephone.
  • May assist existing members with various account services and transactions by setting up Certificates of Deposit, converting accounts to Kasasa, adding existing accounts.
  • Maintain a dependable record of attendance and timeliness.
  • Maintain a professional work environment and businesslike appearance.
  • Ensures appropriate records are maintained and required reports are prepared.
  • Embodies the Park Side Pillars of Pride, Purpose, Professionalism and Passion.
  • Performs other job-related duties as assigned.
Performance Measurements:
  • Processes member transactions accurately and efficiently while creating a welcoming impression and experience.
  • Refers member and prospective member inquiries to the appropriate department.
  • Has a strong record of balancing in accordance with credit union policy.
  • Stays current with regulations, policy & procedures affecting the front line operations to protect the member's and the credit union's assets.
  • Stays vigilant for fraudulent activities and transactions which could impact member accounts and notifies management of any concerns or questions.
  • Embodies the Park Side Pillars of Pride, Purpose, Professionalism and Passion.
Work Environment:

While performing the duties of this job, the employee is subject to typical office conditions. Occasionally the employee is exposed to moving mechanical parts and vehicles. The noise level in the work environment is usually quiet to moderate. Travel may be required.

Physical Demands:

While performing the responsibilities of levels I & II of the Service Associate, the employee is required to talk and hear, conveying detailed or important instructions or ideas accurately and efficiently. The employee is often required to stand and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard. The employee is occasionally required to sit, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required in this job include close vision. Occasional lifting of boxes and equipment under 30 lbs.

Requirements:
  • A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
  • Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
  • Maintains confidentiality of all credit union and member activities.
  • Work involves the ability to motivate and influence others.
  • Fostering sound relationships with others is necessary.
  • Must have ability to learn and proficiently use various software programs/platforms.
Education & Experience:
  • A high school education or equivalent.
  • No direct experience is required.
  • Previous customer service and/or cash handling experience is preferred.
  • Basic computer knowledge is preferred.
  • Experience with ten key calculator and computer keyboard by touch.
  • Previous experience working in a team environment.
  • Advancement from Service Associate I to Service Associate II between 6-12 months.

This job description is not a complete statement of all duties and responsibilities comprising this position.

The pay range for this role is:

20.85 - 20.85 USD per hour (Kalispell)