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Member Service Representative 1

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Sterling, United States Cornerstone Credit Union Full time
Position Purpose

Serves as a representative of Cornerstone Credit Union to assist our members with their financial needs. Responsible for delivering on the CCU Brand Promise by providing prompt, efficient and accurate member service in a courteous and professional manner. Maintain a thorough knowledge of Credit Union products, services, philosophies and policies.

Essential Functions:
  1. Independently maintain and balance assigned cash drawer.
  2. Perform routine member transactions accurately including, but not limited to deposits, withdrawals, transfers, loan payments, check disbursements, general ledger postings, dead end checks and general functions.
  3. Maintain over/short practice, cash drawer limits.
  4. Ability to handle problem resolutions using independent judgment to ensure member satisfaction, and to know when to transfer the member to an appropriate CCU employee for resolution.
  5. Cross selling services offered by CCU. Understand and cross-sell CCU technology (i.e. EARS, CCU website, CU Branch and CU Bill Pay)
  6. Comply with regulatory, compliance & CCU procedures for all interactions.
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
Professional Standards:

  1. Maintain professional appearance.
  2. Maintain excellent attendance record, including punctuality and preparation.
  3. Ability to work under pressure, including prioritizing.
  4. Follow through on all assigned projects with timely update.
  5. Displays problem solving skills.
  6. Maintain appropriate language with correct grammar, intonation and volume level.
  7. Maintain appropriate body language.
  8. Maintain effective listening skills.
  9. Maintain professional relationship with all employees and members.
  10. Consistently improve personal knowledge, image and development through participation in league, chapter, vendor activity, in-house and external training sessions.
  11. Consistently strive for team development and atmosphere

Skills & Requirements

Must have a friendly and positive attitude with eagerness to assist all members. Requires effective member relations and cross selling skills. Must have the ability to manage multiple priorities with professionalism, work under pressure with strong attention to detail. Must demonstrate follow through on all assigned projects. Requires well-developed interpersonal skills for communicating information. Must be able to effectively work with a team of diverse experiences and skills.

Qualifications
  • A minimum 6 months experience in a customer service or similar role, with cash handling responsibilities.
  • HS Diploma or equivalent required.
  • Bilingual Spanish highly preferred.
  • Must be service-minded.
  • Basic PC skills required. Proficiency in Microsoft Word, Excel, and Outlook required.
  • Strong written and verbal communications skills important.
  • Ability to pass pre-employmen drug test, background check and motor vehicle record check.