PT Member Service Representative - Richfield Branch

PT Member Service Representative - Richfield Branch

Flexible schedule between the hours of 8:30 - 5:00 M-F and 2-3 Saturdays a month. (schedule may vary) Hourly Rate: $20.00 hr. - $24.50 hr. Depending on experience. Plus, Monthly Incentives, Quarterly Bonuses, Referral Opportunities

MY CREDIT UNION offers a comprehensive benefit package that includes: Medical, Dental, Vision, Life, STD, LTD, Generous PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and Paid holidays.

Job Summary

To satisfy the needs of our members by providing quick and accurate service in a professional friendly manner. This includes posting transactions, answering inquiries and respond to various member requests by providing routine information on Credit Union products & services, policies including eligibility for membership or referring members to appropriate personnel for more advanced issues. This employee is always expected to maintain a professional appearance and comply with all Credit Union policies and procedures, including Standards of Conduct and Confidentiality.

Essential Duties and Responsibilities

• Provides member and team support as described on MY CREDIT UNION's Mission statement.
• Represents the Credit Union in a courteous and professional manner, providing prompt, efficient and accurate service in the processing of transactions.
• Properly follow security procedures, including but not limited to opening and closing procedures.
• Cross sell Credit Union Products and Services
• Responsible for regular and predictable attendance including punctuality.
• Actively cross sells and maintain up-to-date knowledge on all products and services.
• Performs other duties as needed or assigned.

Standards of Performance

Always convey a professional image by being respectful, courteous, and considerate of members and co-workers through verbal and non-verbal communications, adhering to MY CREDIT UNION's dress code, and maintain a clean organized workspace. Follow MY CREDIT UNION's Harassment, Discrimination and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement. Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies. Safeguard the confidentiality and security of member information and other sensitive data, in accordance with MY CREDIT UNION's policies and procedures. To remain compliant with all other MY CREDIT UNION's policies and procedures Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training.

Teller Duties

• Perform routine member service transactions, including but not limited to, deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling gift cards, etc.
• Respond and resolve member's requests.
• Provide account information regarding account status, current balances, and loan payoffs.
• Follow internal security procedures for member identification.
• Prepare and process Federal Reserve cash shipments and deliveries.
• Prepare and process ATM shipment.
• Follow internal balancing procedures.
• Follow Safe Deposit Box procedures for member access.
• Follow scanning procedures.
• Order and fill branch supplies.
• Included in a Saturday work schedule rotation.

Minimum Qualifications

Education: High School diploma or equivalent. Experience: 6 months or more of customer service. Credit Union experience preferred. Other Required Knowledge, Skills, and Abilities: Excellent verbal and non-verbal communication skills. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms, credit union documents, operating and maintenance instructions, and procedure manuals. Desire, ability, and experience in working with and helping people in a professional setting with a professional business appearance. Up-to-date and comprehensive knowledge of all MY CREDIT UNION'S products and services. Proficiently operate a computer. Working knowledge of Microsoft Office and Windows operating system. Ability to use copy machine, printer, and general office equipment. Must be well organized. Must be bondable and honest.

Equipment Used

Microsoft 365, Microsoft Office Suite, 10-Key Calculator, Computer

Mental & Physical Demands/Working Conditions

Mental Effort: Able to manage multiple requests at the same time. Able to maintain a professional demeanor in stressful circumstances. Ability to communicate with the public. Physical Requirements: The employee must be able to lift 35 pounds. The employee is regularly required to stand for extended periods (6-8 hours a day). Use their hands and fingers to handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl. The employee must be able to read from a computer screen and enter data with the use of a keyboard. Working Conditions: Stress varies depending on workflow from high to low. Some travel between offices may be required.