Float Member Service Representative

Job Description

Job Description

As a NorthRidge employee, you would be responsible in helping us live our organizational mission of supporting the people in our communities; encouraging their learning and understanding of their unique financial situations and providing tools for our members to reach their dreams. As a credit union, our philosophy is “people helping people,” as an employee, your role would be to uphold our mission and the credit union philosophy in your day-to-day activities.

The position of Float Teller (Float Member Service Representative) is responsible for providing an exceptional member experience at all branches while accurately processing transactions, opening accounts, providing product and service recommendations, etc in any or all of our locations. Use a sales-through-service attitude to demonstrate product knowledge and identify and meet the needs of our individual members. You are responsible for being an excellent steward of our members’ finances.

What you’ll do (This position works in different locations frequently):

• Assist members with front-line financial transactions including deposits, withdrawals, loan payments, transfers, cashier checks etc. Communicate with members via phone, email, face to face, or any other means approved by NorthRidge to handle these transactions including electronic service assistance.
• Open all accounts, certificates of deposit, and other products or services in accordance with federal regulations, ensuring all related forms and documents are completed and filed/scanned in a timely manner.
• Recommend the appropriate products to members based on their needs. Actively cross-sell products and services to members during each interaction, when appropriate.
• Maintain accurate member account information on computer system such as address, phone, email, etc.
• Remain in compliance with regulations and follows all BSA policy and procedures including the completion of annual BSA training.
• Works on special projects and prepares required reports for management when needed.
• Perform a variety of miscellaneous tasks including filing, copying, data input.
• Accurately balance cash drawer and vault daily. Accurately balance ATM when needed.
• Ability to work in a stationary position for 95% of the workday.
• Moving, lifting and/or carrying 50 pounds with or without accommodation.
• Perform other duties as assigned.

Minimum Qualifications:

• High school diploma or GED
• 6 months of related experience
  • Experience in working and serving the public is required

• Interpersonal communication skills
• Working knowledge of computer systems and applications such as Microsoft Office and Teams, Outlook, etc.

A Standout Candidate:

• Excels with a can-do, proactive, positive attitude
• Actively looks for ways to help people
• Has a friendly and professional demeanor
• Can handle conflict and assess confrontational situations to act appropriately
• Demonstrates the willingness to learn

What’s in it for you?

• 10.5 Paid Holidays
• Paid Birthday Day Off
• Paid Time Off
• Paid Sick and Safe Time
• Medical and Dental Benefits
• 401K Options
• Career Advancement and Training Opportunities

Our Core Values:

• Relationships: We care about you.
• Integrity: We do what is right.
• Advocacy: We work on your behalf.

NorthRidge cares deeply about our members and our communities. Our employees have opportunities to volunteer as a team and come up with new ideas to serve our communities. If you are ready to be a part of something great, apply to join our team today!

Work between all locations is required. Reliable transportation is necessary to succeed.