Part Time Member Service Representative
5 days ago
At TruWest Credit Union, we offer a unique work environment that allows you to plan your life around your work schedule. Our steady work schedules give you the stability and security you need to thrive.
Benefits of Working with Us- We offer paid time off and observe all Federal Holidays, giving you 11 additional days off per year to spend on yourself or with loved ones.
- We provide first-day medical, dental, vision, and 401(k) benefits, as well as matching your 401(k) contributions to help you save for retirement.
- We offer training and support to help you learn about our products and services, so you can effectively assist our members.
- Assist members with TruWest product, service, and account information, identifying cross-selling opportunities to maximize sales and referrals.
- Perform all Teller-related duties, including verifying information on deposit applications and approving or declining applications while ensuring compliance with credit union policy and procedures.
- Manage lobby traffic, providing personalized and professional service to members, and seeking opportunities to exceed member expectations.
- Accurately complete and process product/service/loan applications, and interface with members in response to applications submitted.
- Understand and open all deposit accounts, and accurately originate and book applicable loan products, completing necessary documentation for application processing as required by state and federal laws.
- Investigate and handle error resolution, maintain and balance a cash drawer, and perform daily balancing of all negotiable instruments.
- Present a professional image at all times, and have the ability to maintain a flexible schedule.
- Provide spontaneous service excellence to members, employees, and business associates, demonstrating the TruService Philosophy and the values shown on the TruWest Vision, Mission Values card.
- Requires education associated with a high school diploma and passing of Certifications A-D of the TruAchievement Branch Program (if participating in this program).
- Minimum of one year Teller II or similar related sales experience at a financial institution.
- Good sales and referral abilities, advanced knowledge of TruWest products, services, and account requirements, and knowledge of credit union policy and procedures.
- Ability to perform math calculations with a high degree of accuracy, good attention to detail, and good knowledge of negotiable instrument elements.
- Intermediate to advanced knowledge of the TruWest computer system, advanced PC skills, and experience with office equipment such as 10-key calculators, PC keyboards, copy machines, and fax machines.
- Good verbal and written communication skills, strong customer service and interpersonal skills, and ability to work with little or no supervision.
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