Customer Service Representative

2 days ago

Decatur, Illinois, United States Land of Lincoln Credit Union Full time
Job Summary:

The Customer Service Representative will provide exceptional member service by performing accurate transactions, listening, educating, and identifying members' needs. The ideal candidate will share all products/services meeting those needs to best serve the member and help the credit union prosper.

Key Responsibilities:
1. Greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member transactions.
2. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records.
3. Cash share drafts/checks and process withdrawals; pay out money after verification of signatures and member balances.
4. Assist with mail or email transactions, when available.
5. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller area, including robbery procedures.
6. Promote, explain, and cross-serve other credit union services such as consumer and mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, on-line banking, traveler's checks, and money orders.
7. Receive mortgage, consumer loan, and other payments, and ensure the payments match balances due.
8. Enter payments into computer. Generate member receipts.
9. Place hold on accounts for uncollected funds.
10. Count, check, and package coins and currency.
11. Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary.
12. Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
13. Report malfunctions of teller terminals and other equipment used at the teller station.
14. Check night depository and record proper information according to credit union procedures.
15. Able to assist and backup duties and responsibilities of more senior positions as needed.
16. Maintains work area in an orderly manner.
17. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Performs other duties and works other hours as assigned.
18. Must be able to meet physical requirements: prolonged periods of sitting at a desk working on a computer or standing and completing training activities; must be able to lift 30 pounds at times.
19. Full-Time Teller is expected to work 40 hours per week. Part-Time Teller with benefits is expected to work approximately 30-39 hours per week. Part-Time Teller without benefits is expected to work 25-29 hours per week.

Requirements:
High School Diploma or equivalent
Availability during branch hours and to work at alternate Branch locations if/when assigned.

Preferred Qualifications:
Knowledge of bookkeeping is preferred.
Minimum 1 year of cash handling/teller experience is preferred.

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