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Member Service Associate Full Time

2 months ago

Lexington, United States Members Heritage Credit Union Full time
Member Service Associate

SUMMARY FUNCTION: Performs job duties assisted by a mentor then works independently when trained. Communicates to members personally to provide necessary account and service information. Performs teller functions in a timely, accurate and professional manner to meet credit union and member needs. Must have a basic understanding of credit union products and services. Must be able to stay focused with a high level of concentration skills.

EDUCATION/EXPERIENCE KNOWLEDGE: Requires general education or equivalent experience necessary to understand and follow standard practices, carry out simple written and oral instructions and to apply basic work routines. Normally up to one (1) year prior on the job cash handling experience needed.

Major Duties and Responsibilities:

Maintains cash drawer. Receives/disburses cash and processes checks in accordance with policies and procedures, paying close attention to cash counts as well as check endorsements, negotiability requirements and check hold procedures. Posts loan payments, loan advances and daily mail where applicable. Assist in retrieving/processing night deposits. Order/sell money to/from cash vault. Sells postage stamps and money orders. Process/post cash advances for MasterCard or Visa. Assist in balancing the cash dispenser. Assist as the second person for daily ATM balancing as assigned. Can be responsible for dual control of opening the vault. Assists with filling cash orders, verifying cash and coin shipment, and good counts. Maintains accurate records of each transaction posted and assure that daily work is in balance. Balances all end of day branch items.

Provides account and service information to members following established policies and procedures . Assists with member calls holding when needed or directed by management. Seeks assistance from Supervisor/Manager for unusual and complex situations.

Utilize product and service knowledge in order to assist members when trained. These include: access to safe deposit box, debit cards (issuance and pin resets), check orders, direct deposit forms, change of member personal information forms, basic eservice knowledge, basic IRA contributions, billing tree payments, and service requests.

** May lift daily work boxes and coin bags up to approximately 50 lbs, when necessary. When lifting loads heavier than 50 pounds, use two or more people to lift the load.