Member Service Representative I

1 month ago

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

Job Location
Ridgecrest Corporate MSC - Ridgecrest, CA

Position Type
Part Time 30 Hrs/Wk

Salary Range
$16.25 - $21.84 Hourly

Job Category
Banking

Description

Role
  • Partnering with members as a member advocate to enhance financial wellness. Providing guidance to members, internally and externally, on financial solutions offered by the credit union. In conjunction with providing long lasting member service through building valued member relationships.
Major Duties and Responsibilities
  • Develop a strong knowledge of AltaOne' products and services. Utilize member interactions as opportunities to advise members on additional products and services to enhance their financial wellness. Responsible for achieving referral goals to meet credit union growth objective.
  • Performs routine teller transactions including cash and check handling, transfers, cash advances, non-member transactions as applicable, process negotiable items and resolving member inquiries as needed.
  • Responsible for maintaining cash drawer including balancing cash and checks within specific guidelines. Adhering to AltaOne's cashiering standards while following credit union security policies and procedures.
  • 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

Experience
  • Six months to two years of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
  • A high school degree or GED or equivalent.
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.
Physical Requirements
  • Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. 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 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 environment with moderate noise.
Mental and/or Emotional Requirements
  • Must be able to perform job functions independently and with limited supervision. Must work effectively 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 perform basic financial calculations with accuracy. 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 stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.

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