Customer Service Representative

1 week ago

Portland, Oregon, United States NW Priority Credit Union Full time

Job Summary

NW Priority Credit Union is seeking a highly skilled and experienced Member Service Representative to join our team at our Main Office in SE Portland. As a key member of our team, you will be responsible for providing exceptional customer service, handling cash and non-cash transactions, and maintaining accurate account information.

Key Responsibilities

  • Process various types of transactions, including monetary and non-monetary transactions, within established limits to prevent fraud and losses.
  • Maintain and balance assigned cash drawers daily, adhering to security procedures and cash limits.
  • Recognize members' needs to proactively open, maintain, and update personal accounts, and refer them to other services such as loan services and investment services.
  • Provide information on marketing promotions to effectively offer all Credit Union products and services, utilizing the Credit Union's refer program.
  • Offer routine information on credit union services, policies, membership eligibility, type of credit union accounts, inquiries regarding account balance, status, and history.
  • Complete appropriate documents and refer them to Accounting/Electronic Services for assistance when necessary.
  • Balance, replenish cash, and complete documentation for ATMs.
  • Complete job assignments delegated by Branch Operations Manager.
  • Comply with all laws, statutes, rules, and regulations governing the credit union, including Bank Secrecy Act provisions of the US Patriot Act.
  • Participate in required meetings and training.
  • Perform other duties as assigned by management.
  • Provide backup support for the Receptionist as needed.

Requirements

  • Minimum of one year of experience in a banking or credit union environment required.
  • Knowledge of advanced cross-servicing techniques to cross-service members competently.
  • Excellent computer skills with knowledge of Microsoft Office software.

Work Environment

The ideal candidate will be required to sit for extended periods and occasionally walk to provide member services. The ability to lift up to 50 pounds (coin bags) is necessary. The noise level in the immediate area will be moderate to high, and normal hearing is required to communicate by telephone and in person with staff and members. Regular workdays with occasional overtime are expected, and the ability to travel to branch locations is required. Exposure to potentially hazardous conditions (robbery) is a possibility.

Salary

The salary for this position is $16.00-$23.08 per hour.

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