Universal Member Service Representative I

Job Description

Job Description

Summary/objective 

Assist and maintain member relationships through exceptional member service by performing advanced account maintenance and financial transactions. This position serves a critical role by providing exceptional service to credit union members, non-members, employees, and service providers.

 

 

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

 

• Accurately process all member and non-member transactions
• Research Member questions, problems, and complaints and respond with accurate information.
• Open and close all types of accounts while ensuring required forms and records are completed in compliance with internal policies and statutory regulations
• Assist with advanced account maintenance and problem solving for members and non-members
• Process and create/order Debit cards for members along with assisting with debit card disputes and fraud
• Process stop payments, print statements and histories for members.

• Assist with night deposits, ATM deposits, wire transfers, large currency reports, deceased members, and irate members
• Assist employees with problem solving and questions
• Supply cash for tellers (order and detail Brinks) in absence of the Teller Supervisor or Assistant Teller Supervisor
• Provide assistance to the Teller Supervisor and Assistant Teller Supervisor with balancing and detailing the vault, ATM, and cash recycler
• Cross-sell IMCU products and services

 

Competencies

• Ability to multi-task and exhibit patience in stressful situations
• Completed satisfactory all in-house training
• Exceptional interpersonal and communication skills

• Attention to detail, maintain adaptability, flexibility and organizational skills
• Skilled in use of core system, Evolve, Synapsys, etc.

Work environment

Retail branch

 

Physical demands

• Extended period of time viewing computer monitor
• Handling – ability to touch, feel, lift, operate and control equipment, tools and objects with the hands
• Reaching

Travel required

Minimal to none

 

Required education and experience

[Indicate requirements that are job-related and consistent with business necessity]

• 6-12 months of credit union or financial institution experience
• High school diploma, GED, or equivalent
• Completion of Teller Supervisor and Basics of Products and services training with IMCU

 

 

 

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.