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Member Service Representative I

2 months ago

Bakersfield, California, United States AltaOne Federal Credit Union Full time
Job Summary

AltaOne Federal Credit Union is seeking a highly skilled and detail-oriented Member Service Representative I to join our team. As a key member of our banking operations team, you will be responsible for providing exceptional customer service, processing financial transactions, and ensuring the accuracy and security of our members' accounts.

Key Responsibilities
  • Customer Service: Provide friendly, professional, and confidential assistance to members in lobby, drive-thru window, or by telephone, ensuring a positive experience and minimizing wait time.
  • Financial Transactions: Accurately process checking, savings, and borrowing transactions, including receiving funds, posting transactions, and paying out funds as requested.
  • Cash Handling: Balance cash drawers daily, ensuring accuracy in transactions, and notify supervisors of any discrepancies.
  • Research and Resolution: Research, troubleshoot, and resolve member and internal inquiries regarding policies, practices, and products.
  • Transaction Processing: Issue Traveler's Checks and money orders, receive currency for coin, verify amounts, process redemption of bonds, and cash checks according to written procedures.
  • Loan and Savings Processing: Receive loan payments and savings deposits from members, address inquiries on accounts, record amounts and dates of payments, and validate checks and/or count cash payments.
  • Interdepartmental Support: Assist other departments and branches with transactions as needed, provide support for department and branch managers in fulfilling member requests and merchant verifications.
Requirements
  • Education: High school diploma or GED required.
  • Experience: Cash handling and customer service experience is strongly preferred.
  • Skills: Basic math skills, ability to operate a computer keyboard by touch, proficiency with MS Word, and ability to stand for long periods of time.
  • Physical Requirements: Perform primarily sedentary work with limited physical exertion, regularly lifting cash boxes of up to 10 lbs. and coin bags up to 30 lbs. on occasion.
  • Mental and Emotional Requirements: Ability to perform job functions independently or with limited supervision, work effectively as part of a team, and deal calmly and professionally with numerous different personalities from diverse cultures.