Member Service Representative 1

Job Description

Job Description

Description:

POSITION SUMMARY

Perform limited transactional duties to serve members by receiving or paying out funds with high degree of accuracy. Maintain accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.

GENERAL JOB REQUIREMENTS

• Ability to work in a multi-tasked environment;
• Deliver all services in a timely professional and courteous manner;
• Maintain satisfactory attendance which includes working scheduled shifts and arriving on time;
• Be engaged and helpful to both members and co-workers and create a positive working environment;
• Job functions will be performed in accordance with all Latah CU policies and procedures at all times, including those policies and procedures set forth in the most current version of the Latah Credit Union Employee Handbook;
• Practices and maintains a high awareness of member confidentiality and all security, safety and internal control procedures;
• Greets members and prospective members, establishes priorities, and directs members to appropriate department;
• Performs proper telephone and message taking etiquette, attending to member inquiries, directing calls to the appropriate party;
• Responsible for maintaining a professional, neat appearance of work space, lobby and reception area;
• Provide excellent, efficient and courteous member service at all times;
• Accepts feedback and tries to incorporate changes as requested;
• Perform 8 hours of community service per calendar year to include both during work hours and after work hours; and
• Will attend and travel to all required trainings outside of scheduled work hours.

MAJOR DUTIES AND RESPONSIBILITIES

The timely and accurate completion of the following duties including, but not limited to:

• Build relationships and enhance member experience, respond to member requests in a friendly helpful and positive manner.
• Process transactions in a prompt, efficient confidential and accurate manner.
• Maintain an up to date 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.
• Promote, explain, and cross-sell other credit union services such as consumer loans, IRAs, certificates, debit and credit cards, on-line banking, and money orders.
• Count, check, and package coins and currency.
• 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.
• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Report malfunctions of teller computers and other equipment used at the teller station.
• Check night depository bags and record proper information according to credit union procedures.
• Other duties as assigned.

PHYSICAL REQUIREMENTS

• Ability to sit for extended periods of time;
• Ability to read, write and speak English;
• Ability to perform repetitive motion tasks (using PC, 10 key);
• Ability to drive and travel to other locations as needed; and
• Ability to life and carry approximately 30 lbs.