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Full Time Member Service Representative/Teller
4 months ago
** Full Time Member Service Representative/Teller**
**Job Category****:** MEMBER SERVICE **Requisition Number****:** FULLT001256 Showing 1 location **Job Details**
**Description**
MEMBER SERVICE REPRESENTATIVE
Non-Exempt
Reports to: Branch Manager
Position Overview
The primary purpose of this position is to assist Members First Credit Union to deliver on its mission: To encourage a better tomorrow. To achieve this mission, the position must deliver on our brand promise: We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. You will do this by living out our core values in every service contact to both internal and external members.
+ ***Trustworthy***
- We deliver excellence through knowledge.
- We can be depended upon to do the right thing.
- We believe in exceeding expectations.
+ ***Caring***
- We are committed to encouragement and the power of positivity.
- We respect all people, without judgment.
- We give the best of ourselves when we join together.
+ ***Enthusiastic***
- We are hardworking, passionate people.
- We encourage maximizing happiness and fun.
- We thrive by finding new ways to help.
Essential Duties
Deliver on the Credit Unions Promises in every service situation
Develop and maintain an effective level of product knowledge
Identify members financial needs and recommend appropriate Credit Union solutions
Maintain, operate, and balance a cash drawer daily
Duties and Responsibilities
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.
Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions
Remind delinquent members that their payments are due
Maintain Sales and Service Performance Expectations
Process members cash and check transactions, to include deposits, withdrawals, check cashing and loan payments.
Handle inquiries on members accounts, statements, and histories.
Process check orders as needed
Sell Visa Gift and Travel Cards and cashiers checks/money orders.
Collect any fees as required for services.
Answer phones and handle inquires.
Process mail as needed
Assist other departments with clerical duties as required.
General Sales Expectations
Successfully use effective Sales Champion skills and behaviors
Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing.
Assist with the onboarding process that continues to build relationship with new members.
Make sure members are being fully served
Other
Attend education functions as required
Other duties that may be assigned from time to time.
Qualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.
Strive to exceed credit union, department, and personal goals
Team oriented
Dependable
Highly organized
Produces accurate work results
Readily keeps others adequately informed
Presents a professional image
Maintains a high level of knowledge about credit union philosophy, products and services
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 or obtaining information, which may require some discussion.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to stand, sit for up to 3 hours at a time, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear.
The vision requirements include close vision and ability to adjust focus for up to 8 hours per day.
Nature of position requires physical mobility and the ability to lift a minimum of 25 pounds.
Work Environment
Must maintain a neat and orderly work area.
Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).
o Wipe down teller windows and desk surfaces after every Member and Team Member interaction. If limited or no Member interactions, this practice is to be completed a minimum of twice a day.
o Wipe down door handles, drive thru canisters, desks, telephones, areas that are often touched by members or team members coming in frequently.
Sanitize shared spaces such as break rooms, whiteboards, and meeting tables after every use.
Protect the confidentiality of credit union staff and members by locking door or removing items from desk/workstation when away.
Education and Experience
Minimum high school graduate or equivalent.
Ability to operate a 10 key calculator and a typewriter
Six months previous cash handling experience
Experience operating a personal computer
Ability to communicate with members and other staff clearly and concisely
Good working knowledge of all credit union products and service
Skills in Microsoft Word, Excel, and Outlook
*Education and experience requirements may be waived for Co-Op students.
**Qualifications**
**Skills**
**Behaviors**
**:**
**Motivations**
**:**
**Education**
**Required**
High School or better.
**Experience**
**Required**
Minimum six months cash handling
**Licenses & Certifications**
