Member Service Representative I

1 month ago

Clackamas, United States iQ Credit Union Full time
Job Details

Job Location
Happy Valley Branch - Happy Valley, OR

Position Type
Full Time

Education Level
High School

Salary Range
$18.32 - $23.81 Hourly

Job Category
Banking

Description

Are you ready to embark on a career journey that's as unique as you are?

Join iQ Credit Union as a Member Service Representative Based at our Happy Valley branch, you'll receive comprehensive training and mentorship from leaders across all our Oregon branches. You'll play a pivotal role in shaping our future as we gear up to open our newest branch in Sherwood in 2025, nestled in the vibrant community of Washington County.

At iQ, we're more than just a workplace; we're committed to your growth and success. Enjoy a supportive environment that values work-life balance, offers exceptional benefits, and fosters positivity. Join us and become part of something truly unique, where your daily contributions directly impact our members' financial wellbeing.

As a Member Service Representative I (MSR I), you'll excel in responding to inquiries, solving problems, and educating members on our range of products and services.

Discover why iQ Credit Union is where you belong - a place where your career thrives, and your future expands.

Essential Duties:
  • Process deposits, withdrawals, loan payments and transfers received over the counter, through the mail, in night drop and by telephone. Take requests for stop payments, check orders, cashier's checks and replacement cards.
  • Balance cash drawer at the end of the day.
  • Successfully cross-sell members on the features and benefits of Credit Union services.
  • Actively participate in branch activities and weekly sales meetings to achieve specific detailed and measurable service and sales goals.
  • Actively participate in monthly coaching and development plans to leverage talents and development opportunities.
  • Support the Member Outreach strategy by actively participating in outbound calls to members.
  • Utilize Credit Union software and technology to obtain and/or update member status and process member transactions, as appropriate.
  • Actively participate in marketing campaigns and community events.
  • Adhere to our Retail Branch Service Level Agreement. Demonstrate understanding and engagement in performance metrics, campaign management, sales/service initiatives, and professional appearance standards.
  • Maintain a complete knowledge of compliance rules and regulations applicable to your position. Compliance with all federal and state government laws.
  • Adhere to standard security procedures, including safe deposit security. Attend all mandatory robbery and security training. Validate robbery and bomb threat packets are always current.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.


Qualifications

Knowledge and Skills:

Experience:
At least one month of similar or related experience.

Education:
A high school education or GED

*This role involves travel across multiple Oregon branches, specifically the St. Johns and Williams locations. As such, this position is eligible for mileage reimbursement.

We value diversity in experiences and skills. If you believe you have the passion and drive to excel in this role, even if you don't fully meet every qualification listed, we encourage you to apply. Your unique experiences, knowledge, skills, and abilities may be exactly what we need to enhance our team.

iQ offers a total compensation package for our totally exceptional employees.

There's a reason we've ranked as one of top workplaces in the Pacific Northwest for the past seven years. We listen to our employees and continue to provide benefits that make a difference.

Healthcare coverage

•iQ pays 100% monthly medical, dental and vision premium for you AND your dependent children.

Saving for retirement

•iQ matches up to 5.5% of your 401(k) retirement dollars.

Paid time off

•iQ offers 11 paid holidays plus vacation and sick time accruals.
•iQ encourages community involvement through paid volunteer opportunities.
•iQ uniquely offers a paid Cultural Enrichment Day to increase awareness of the diverse communities we serve.

Investing in you

•iQ offers a student loan repayment match up to $100 per month.
•iQ supports you in advancing your education and knowledge through tuition reimbursement.
•iQ offers an annual match to amplify your nonprofit giving.

See our full list of unique benefits: iQ23-BenefitsSummary2023.pdf (iqcu.com)

iQ Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

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