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Member Service Representative
2 months ago
Description
YOUR PURPOSE
Perform transactional duties to serve members by receiving or paying out funds with high accuracy. Maintain accurate transactional records. Provide cash receipt and payment services in accordance with credit union policies and procedures. Present and explain a basic number of credit union products and services to members. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union positively and professionally. Courses and/or training may be required.
YOU ARE RESPONSIBLE FOR
Member Service
Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions
Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed
Cash share drafts/checks and process withdrawals; pay out money after verification of signatures and member balances
Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures.
Post IRA contributions and withdrawals, open and/or close certificates of deposit. May open basic accounts
Receive consumer loans, home loans and other payments, and ensure accuracy when posting to the computer. Generate member receipts
Place holds on accounts for uncollected funds
Count, check, and package coins and currency
Balance cash drawer at the end of the shift and compare totaled amounts to the computer-generated balance sheet. Research and resolve discrepancies. Report any discrepancy to the supervisor as necessary
May serve as Vault Teller
Scan daily work and perform other teller functions that might be needed from time to time, and assist others in completing tasks and work assignments
Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
Service Selling
Promote, explain, issue and cross-sell other credit union services such as electronic services, debit and credit cards, money orders and safe deposit boxes.
SUCCESS LOOKS LIKE
Our individual contributor success competencies, coupled with our CORE Values, drive our ability to fulfill our Promise of "Guiding members in the direction of their dreams".
Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
Collaborates: Builds partnerships and works collaboratively with others to meet shared objectives. Readily takes action on challenges, without unnecessary planning.
Instills Trust: Gains the confidence and trust of others through honesty, integrity, and authenticity.
Communicates Effectively: Develops and delivers communications that convey a clear understanding of the unique needs of different audiences.
Member Focused: Builds strong member relationships and delivers member-centric solutions, both internally and externally.
Self-Development Focused: Actively seeks new ways to grow and be challenged using both formal and informal development
COMPENSATION
At Horizon Credit Union, we believe in attracting and retaining talented team members who embody our CORE Values of Capability, Optimism, Responsibility and Empathy. Our pay values are reflected in our compensation philosophy which rewards individual performance and the potential to contribute to our teams’ overall success long-term.
The full pay range for this position across all the states in which we hire is $16.62-$ 24.10. The figures shown represent the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education, and skill level.
Benefits, Perks, and Other Good Stuff
We know there’s more to life than just a job. Our benefits are designed to help support our employees and their well-being. Take a look at what we have to offer:
Medical, Dental, & Vision Insurance for full-time and reduced full-time employees & their families
Telemedicine for part-time employees
Paid Group Life and Disability Insurance
Employee Assistance Program
Tuition Reimbursement Program
401K Retirement Savings
Employer 401K Retirement Contributions & Matching upon eligibility
Discretionary Annual Incentive Bonus based on eligibility criteria
Paid Time Off per Full Calendar Year:
10 hours of PTO per month (prorated for reduced full-time and part-time)
Paid Birthday Holiday
2 Paid Wellness Days
Up to 24 hours of Paid Volunteer Time annually
11 Paid Holidays
And More
Requirements
EXPERTISE YOU NEED
Education & Experience
High school diploma or general education degree (GED); one-year related experience and/or training; or equivalent combination of education and experience. Thorough knowledge of credit union's computer system for performing basic input/output tasks. Related work experience may substitute for education.
ABLE TO
To perform the essential functions of this position an employee must be able to meet the following workplace demands: the ability to converse with others, detect sound, identify and detect objects, count, read, write, operate a computer, handle and feel objects, reach with hands/arms and be stationary and stand and move for long periods. Occasionally an employee will lift/pull/push and carry up to 25 to 50 pounds, stoop, kneel, crouch, crawl, climb and be able to maintain balance doing these activities. Position requires sound reasoning, good judgment and ability to apply knowledge toward work activities. The noise level is moderate and typical of a normal office environment. In accordance with the Americans with Disabilities Act, Horizon Credit Union will provide reasonable accommodation/s to qualified individuals with disabilities to perform essential functions, unless such accommodations would cause the employer an undue hardship. To request an accommodation, please contact Human Resources.
ABOUT THIS JOB DESCRIPTION
The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required. Job descriptions are not intended nor do they create an employment contract and are subject to change at any time to accommodate business necessity. The Credit Union maintains its status as an at-will employer where applicable. In support of Horizon CU’s goals employees may perform other duties as assigned and all employees are expected to:
Exemplify our CORE Values
Promote teamwork and collaboration
Provide our members with the highest quality service
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