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Client Services Associate

2 months ago

Fort Wayne, Indiana, United States Fire Police City County FCU Full time
Job Overview

Fire Police City County Federal Credit Union is a member-focused, not-for-profit financial institution dedicated to delivering exceptional financial services and support to our members.

Employee Benefits – We provide comprehensive benefits for full-time employees, including medical, dental, vision, short and long-term disability, paid time off, paid holidays, a 401(k) plan, and a defined benefit pension plan.

Position Summary

The Member Services Representative is responsible for executing a variety of transactional duties to assist members with their financial needs, ensuring high accuracy in all transactions. This role includes maintaining precise records and facilitating various member transactions, including savings, checking accounts, and additional services such as money orders and cashier's checks.

Key Responsibilities

  • Welcome and assist members in a professional and courteous manner.
  • Represent the credit union with professionalism and respect.
  • Process transactions, including deposits, withdrawals, transfers, and loan payments.
  • Adhere to federal regulations regarding account holds.
  • Follow BSA and CIP policies to verify member identification.
  • Issue cashier's checks, money orders, and certificates as requested by members.
  • Maintain accurate daily records for auditing and compliance purposes.
  • Ensure a balanced cash drawer and resolve any discrepancies promptly.
  • Manage and balance the branch vault, including counting and verifying currency.
  • Promote credit union products and services, including loans and financial education.
  • Assist with loan applications and closing processes.
  • Ensure the teller station is well-stocked with necessary supplies.
  • Complete inventory of branch supplies as directed by management.
  • Perform other duties as assigned by executive management.

Required Skills and Competencies

  • Strong ethical standards
  • Effective decision-making abilities
  • Excellent verbal and written communication skills
  • Member-focused approach
  • Ability to promote products and services effectively

Qualifications

  • High School Diploma or equivalent
  • Prior customer service experience is preferred

Physical Requirements and Work Environment

This position requires the ability to perform essential functions in a typical office environment. Reasonable accommodations may be made for individuals with disabilities. The role involves using standard office equipment and may require lifting files and supplies. Employees must be able to stand, walk, sit, reach, and occasionally lift up to 50 pounds. Specific vision abilities required include close vision and the ability to adjust focus.

Additional Information

This job description is intended to provide a general overview of the position and is not exhaustive of all responsibilities and duties. Responsibilities may change as needed.