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Member Services Representative 2

2 months ago

Bettendorf, Iowa, United States COASTHILLS FEDERAL CREDIT UNION Full time
Job Overview

POSITION SUMMARY

Under the guidance of the Branch Manager, the Member Services Representative 2 plays a crucial role in executing a variety of banking operations, aiding Credit Union members with their financial requirements, and effectively promoting products, services, and solutions. This position involves initiating new memberships, processing advanced financial transactions, and contributing to the training of new staff members. The role is essential in fostering a positive representation of the Credit Union.

KEY RESPONSIBILITIES

  • Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions. The following points are intended to outline the general nature and level of work performed in this role. It is not an exhaustive list of all functions, responsibilities, and skills required. Additional duties may be assigned as necessary.
  • Initiates new membership and share accounts while managing account closures.
  • Delivers services to members by executing fundamental banking transactions such as deposits, withdrawals, transfers, and loan payments as outlined in the Office Procedures Manual (OPM).
  • Processes transaction requests received via telephone and mail.
  • Handles authorized account charges efficiently.
  • Manages stop payments, revokes authorizations, check orders, bank wires, money orders, and other related services.
  • Proactively addresses member inquiries and requests using comprehensive product knowledge.
  • Authorizes transactions within designated limits.
  • Actively communicates, promotes, and cross-sells Credit Union services, products, programs, and investment opportunities.
  • Assists members in completing necessary forms and documentation.
  • Resolves discrepancies and member concerns promptly.
  • Accurately balances cash and coin while maintaining appropriate cash levels.
  • Participates in the training of new employees within the branch.
  • Stays updated on Credit Union policies, procedures, and services.
  • Performs tasks as assigned by management and may be required to work at various branches.

QUALIFICATIONS

The following requirements represent the knowledge, skills, and abilities necessary for this position.

Education and Experience

A minimum of one year of experience in customer service and/or cash handling within a retail or banking environment.

Certificates, Licenses, and Registrations

None required.

Knowledge

Within six months of employment:

Successful completion of core competencies certification.

Understanding of branch operational activities and basic lending practices and policies.

Successful completion of Member Services Representative Level 2 certification.

Other Skills and Abilities

Successful completion of pre-employment assessments.

Proficient in operating various office equipment and machines.

Willingness to travel and participate in training and meetings at different locations.

AFFIRMATIVE ACTION/EEO STATEMENT:

CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.

For more information on our EEO Policy Statement, please refer to our official resources.