Member Service Representative

2 months ago

Fort Wayne, United States Fire Police City County Federal Credit Union Full time

Fire Police City County Federal Credit Union is a not-for-profit, member-owned financial institution. Our goal is to provide quality financial and information services to our members.

Benefits - The Credit Union offers full-time employees, medical, dental, vision, short and long-term disability, PTO, paid holidays, 401(k), & a defined benefit (pension) plan.

Job Summary

Perform a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. Maintain accurate transactional records. Provide a variety of member savings, share draft/checking, and credit account transactions, as well as member services such as sales of money orders and cashier's checks.

ESSENTIAL FUNCTIONS

•Greet and welcome members to the credit union in a professional manner.

•Represent the credit union in a courteous and professional manner.

•Process account transactions such as but not limited to deposits, withdrawals, transfers, and processing of loan payments.

•Comply with Federal regulations for the processing of holds on accounts.

•Comply with BSA and CIP policy to ensure proper identification of members.

•Issue Cashier's Checks, Money Orders, and Certificates upon member request.

•Maintain accurate daily records to ensure proper maintenance of documents for auditing and exam purposes.

•Maintain a balanced cash drawer.

•Balance cash drawer daily to ensure physical cash counts match computer-generated counts.

•Research and resolve any cash count discrepancies.

•Report unresolved discrepancies to the supervisor immediately.

•Maintain and Balance branch vault.

•Count, verify, and package coins and currency to be sold or bought from the vault.

•Cross-sell credit union products and services such as but not limited to auto loans, credit cards, and financial literacy.

•Input loan applications.

•Close member loans.

•Ensure the teller station and teller line are properly stocked with paper products, brochures, forms, and supplies.

•Complete branch supply inventory at the discretion of branch management.

•Other duties as assigned by President/CEO or Executive Management.

Requirements

COMPETENCIES/SKILLS

  • Ethical Conduct
  • Decision Making
  • Excellent Oral and Written Communication
  • Member Focus
  • Promoting Skills
REQUIREMENTS/QUALIFICATIONS
  • High School Diploma or Equivalent
  • Customer Service Experience Preferred

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers/scanners, filing cabinets, 10-key calculators, and fax machines. The position requires manual dexterity, the ability to lift files, and open filing cabinets. The employee is required to stand, walk, sit, reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl as necessary.

The employee must be able to occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

PM20

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