Client Services Associate

2 weeks ago


Yellow Springs, Ohio, United States Bridge Credit Union Full time
Job Overview

At Bridge Credit Union, we are committed to delivering exceptional service to our communities by continuously enhancing our offerings and expanding our reach. Our dedicated team is the backbone of our mission to provide outstanding service. If you are eager to broaden your expertise, advance your career, and thrive in a dynamic environment, this position could be the perfect fit for you.

  • Benefits: Competitive health and vision insurance
  • Complimentary dental coverage
  • 401K plan with up to a 5% employer match
  • Accrued vacation and sick leave
  • Short-term and long-term disability coverage
  • Life insurance options
  • And additional perks

Qualifications:

Must possess a high school diploma or equivalent.

Preferred Skills:

Experience in cash handling and customer service environments is advantageous.

Excellent communication abilities, along with a professional demeanor and attire.

Strong mathematical skills and proficiency in operating relevant computer software and office equipment, including calculators, copiers, and cash handling devices. Data entry proficiency is essential.

Work Schedule:

Monday - Friday: 9 a.m. - 5:00 p.m.

Saturday: 9 a.m. - 1 p.m.


Position Responsibilities:

Accountable for executing a variety of financial transactions for members, whether in person, via telephone, electronically, or through postal services. This includes processing deposits, withdrawals, loan payments, cashier's checks, money orders, and cash advances. Responsible for reconciling daily transactions and confirming cash totals.

Engage in a wide range of member service activities, such as initiating and closing accounts, renewing certificates, and addressing member inquiries and concerns. Provide accurate information regarding the services offered by the Credit Union and perform various account maintenance tasks.

Proactively promote Credit Union services to members. Execute specific assigned tasks and collaborate with fellow Client Services Associates to support overall operations. Ensure prompt and professional service to all members. Serve as a vault teller as needed.

Job Posted by ApplicantPro

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