Member Service Representative II- Full Time

3 weeks ago

Hamel, United States SharePoint Credit Union Full time
Member Services Representative II

Hours:

38-40 hours a week, shiftsvary between the hours of 8:30am - 5:30pm Monday- Friday and 8:30-12:30 Saturdays. This position will require up to 2 Saturdays a month.

Role:

To assist member and potential members with their financial requests.This includes but not limitedto cash and non-cashdepository transactions and account opening and closing including accountsupport. Acts as a resource for members and employees betweenconsumer lending and retail banking processes.

Responsibilities:

  • Greets each member in a courteous and professional manner.
  • Receives and processes member financial transactions including deposits, withdrawals, loan payments, transfers,cashier's checks, money orders and cash advances.
  • Verifies transactions, monitorsdeposit accounts, and examines documentsfor proper endorsement andnegotiability. Detects and resolvesdiscrepancies promptly.
  • Accurately balance cash drawer and checks.
  • Processes check orders,Instant Issue debit cards.
  • Assisting members with opening new memberships: including new Certificates of deposit, checking accounts andsecondary accounts.
  • Assist members with closing applicable accounts including deceasedaccounts.
  • Completes wire transactions requests in a timely manner
  • Research, reconcile and answers questionsfor account concernsand questions.
  • Cross sells appropriate credit union productsand services.
  • Answers phones and responds to member's requests,problems and complaints in a courteous and professionalmanner. If applicable, directs themto an appropriate person or department.
  • Assist members with travel notes,completion of forms for disputedand fraudulent transactions.
  • Completes mandatory forms such as CTRs.
  • Reports suspicious memberactivity to managerfor completion of SARs.
  • Performs a variety of miscellaneous tasks including processingname and address changes, filing, scanning, computer input, verifying scanning and auditingnew accounts.
  • Accurately balance ATM
  • Perform all dutieslisted above and other relatedduties as assigned.
Performance Measurements:
  • To provide friendly, professional, personal serviceto all members.
  • To successfully recommend appropriate new productsand services to members.
  • To understand and follow all credit union procedures and policies.
  • To balance at least 98% of the time
  • To have no more than one postingerror per month.
  • To understand and follow all credit union procedures and policies.
  • Promptly resolve member'srequests and/or complaints.
  • Lead by exampleand maintain a professional workingenvironment.
  • Keep management and leadership informedregarding operation issuesthat affect the branch and/or organization.
Knowledge and Skills:

Experience: 12-24 months of similaror related experience

Education: High schooleducation diploma or GED equivalent minimum

Interpersonal Skills: Must possessinterpersonal skills not limited to diplomacy, courtesy and tact for verbal and written discussions that involved givinginformation to membersor other departments

Other Skills:

Employees should have:
  • Active listening skills
  • Communication skills
  • Problem solving skills
  • Time management skills
  • Attention to detail
  • Ability to maintaincomposure under pressure
  • Ability to enjoy interacting with the publicand engaging with employees and membersof internal departments
  • Ability to learn and articulate products and servicesoffered by the credit union
  • Proficiency in bankingsoftware and MicrosoftOffice
Physical Requirements
  • Orientation: This positionprimarily requires sitting and walking.
  • Standing: the abilityto stand for an extensive amount of time
  • Talking: The ability to express or exchange ideas by means of spokenword to communicate information to membersand coworkers.
  • Hearing/Listening: The ability to perceive and reactto the nature of sounds by ear.
  • Lifting: The ability to occasionallylift/lower objects of between 10 and 25 pounds.


Reasonable accommodations to these requirements will be made for employeeswith disabilities.

Work Environment: Works in a typical office environment, Lightingand temperature levels will bemoderate, and noise levels are generally quiet.

This Job Description is not a complete statement of all duties andresponsibilities comprising the position.

SHAREPOINT CREDIT UNION is an EEO employer - M/F/Vets/Disabled

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