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Member Services Representative 1

2 months ago

Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full time
Job OverviewPOSITION SUMMARY

Under the general oversight of the Branch Manager, the Member Services Representative 1 is tasked with executing a variety of fundamental banking operations, aiding Credit Union members with their financial requirements, and efficiently promoting products, services, and solutions. This role is essential in fostering and upholding a favorable image of the Credit Union.

KEY RESPONSIBILITIES

Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. The following statements are intended to outline the general nature and level of work being performed by this position. It is not meant to be an exhaustive list of all functions, responsibilities, and skills required of this position. Additional duties may be assigned to meet business needs.

  • Facilitates member services by executing banking transactions such as deposits, withdrawals, transfers, and loan payments in accordance with the Office Procedures Manual (OPM).
  • Handles and processes transaction requests received via telephone and mail.
  • Prepares authorized account charges efficiently.
  • Processes money orders, cashier's checks, and other related services.
  • Actively communicates, promotes, and cross-sells Credit Union services, products, programs, and investment opportunities.
  • Proactively addresses members' inquiries and requests utilizing product knowledge.
  • Assists members in completing necessary forms and documentation.
  • Resolves discrepancies and member concerns promptly.
  • Accurately balances cash and coin while maintaining appropriate cash levels within established limits.
  • Stays informed about Credit Union policies, procedures, and services.
  • Performs tasks as assigned by management and may be required to work at any branch.

QUALIFICATIONS

The requirements listed below represent the knowledge, skill, and/or ability required.

Education and Experience

Relevant 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.

Familiarity with Board policies and Credit Union objectives, organizational structure, policies, procedures (including OPM and Employee Handbook), and practices.

Completion of the New Employee Training Program.

Other Skills and Abilities

Successful completion of pre-employment assessments.

Proficient in operating various office equipment and machines.

Ability to travel, attend, and participate in training and meetings at various 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 our EEO Policy Statement, please refer to our official documentation. If you'd like more information on your EEO rights under the law, please consult the appropriate resources.