Member Service Representative Main Branch City Hall

3 weeks ago

Kansas City, United States Kansas City Credit Union Full time

Job Description

The primary function of the Member Service Representative position is to offer excellent member service in every interaction with current and potential members, vendors, and all team members. The Member Service Representative is responsible for building and strengthening relationships with Kansas City Credit Union members and potential members through the accurate and efficient processing of routine teller transactions (cashing checks, accepting deposits and withdrawals, etc.) while also advising members and potential members of our products and services. This role will open, maintain, and cross-sell all products and services offered by Kansas City Credit Union.

Responsibilities and Duties

• Greet and assist members and potential members

• Accurately process cash & check transactions including deposits, withdrawals, loan payments, and share drafts

• Process corporate checks and money orders

• Process cash advances

• Process the purchase of gift and travel cards

• Balance cash drawer and checks

• Always ensure the security of cash and negotiable instruments (money orders/cashier checks)

• Cross-sell credit union financial counseling services to achieve established goals and objectives

• Greet and assist members and potential members in the lobby, email, and via the telephone

• Open new memberships and/or accounts

• Assist with stop payments, disputes, check orders, travel notifications, payroll changes, and account reconciliations

• Effectively explain all deposit products and services

• Provide accurate information regarding credit union services, policies, and procedures

• Research and resolve member account concerns

• Process wire transfer requests

• Comply with Bank Secrecy Act (BSA) and other compliance requests and requirements

• Flexibility in traveling to other locations as management and staffing needs require it

Qualifications

Applicants should be team players with strong verbal and written communication skills. In addition, good problem solving, and analytical skills are needed to be successful in the role. In addition, to be successful the applicant should possess:

• Interpersonal skills: The ability to motivate or influence others is important to the job of Member Service Representative. A significant level of negotiation and trust as well as projecting a positive image as a representative of Kansas City Credit Union is required.

• Strong attention to details and excellent organization skills

• Able to adapt to and be proficient in the use of technology that is essential to the performance of the job function

Must Portray CORE Values: T.R.I.M

Teamwork: At KCCU, we believe in the power of collaboration. It's about working together respectfully and efficiently to meet our members' needs. When we combine our strengths and work as a team, we can achieve remarkable results. Supporting one another is an expectation for all staff.

Respect: Disrespect to our members, leadership, and peers is something we will not tolerate. We value and appreciate each other's contributions, and treating everyone with respect is the foundation of our professional relationships.

Integrity: We do not Lie. We will pride ourselves on our honesty and good character. When representing KCCU, always be truthful and uphold the highest standards of integrity. It's not just what we do, but how we do it that matters.

Member Focus: Our members are our number one priority. We are here to serve them and make their experience exceptional. Keeping our members' needs at the forefront of everything we do is what will set us apart.

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