Customer Service Representative

3 days ago


Huntington, Indiana, United States Beacon Credit Union Full time

**Job Summary**

We are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Beacon Credit Union. As a key member of our staff, you will be responsible for providing exceptional member service while assisting with financial transactions, including cashing checks, accepting deposits, and transferring funds.

**Key Responsibilities**

  • Receive and process deposits by cash or check via in-person, night depository, or by mail.
  • Disburse share withdrawals by cash or check.
  • Process coin and receive loan payments and IRA or HSA contributions.
  • Process Visa payments and cash advances.
  • Sell money orders, gift cards, and cashier's checks to members.
  • Balance cash drawer and daily transactions.
  • Scan checks and teller work daily.
  • May perform vault responsibilities and approve transactions for less experienced team members.

**Additional Duties**

  • Open, close, and maintain consumer checking and savings accounts, CDs, IRA's, and HSA's.
  • Respond to members' basic questions concerning their accounts.
  • Refer issues that are beyond their knowledge or authority to the appropriate staff member.
  • Welcome members and provide routine information concerning products and services.
  • Identify cross-sell opportunities and cross-sell services to members.
  • Direct members to the appropriate department for specific information and service.
  • Update basic member account information on core system and perform file maintenance.

**Requirements**

  • One to twelve months prior cash handling and customer service experience preferred.
  • High School Diploma or HSE.
  • Excellent cash handling and member service skills.
  • Extremely detail-oriented.
  • Basic knowledge of personal computer operations and related software programs.
  • Ability to work as a team member.
  • Ability to cross-sell Beacon products and services according to member needs.


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