Member Service Representative

Description

Duties and Responsibilities

• Opens consumer new accounts and performs account maintenance.
• Balances cash drawer daily to assure accuracy in transactions.
• Produces quality work efficiently and free from errors.
• Research, troubleshoot and resolve member inquiries.
• Applies advanced knowledge and logic to all activities and member interactions and creates solutions that are in the best interests of members.
• Provides member service in accordance to CCU standards.
• Works to establish and deepen relationships with members so CCU is the members first choice when a financial decision is made.
• Proactively offers products and services as solutions to member needs that result in sales and referrals to business partners throughout the credit union.
• Ability to attain goals as set by management on a consistent and continual basis.
• Cross Trains in other branch/department functions as determined by Branch Manager, as well as demonstrating the ability and willingness to cross train other employees in the operational, sales and service aspects of their position.
• Demonstrates the organization's service commitment in all member interactions. Ensures a positive and professional team environment.
• Performs duties as assigned by management and may be assigned to work at any branch.
• The credit union promotes continual education and career development. As such self-development initiatives are expected, including attending branch and organizational meetings, educational sessions, seminars or courses as requested.

Qualifications

• Proficiency with Microsoft Office.
• One or more years of cash handling experience.
• Ability to manage relationships at all levels throughout the organization.
• Knowledge of regulations pertaining to accounts, services, confidentiality, disclosure requirements and lending is preferred.
• Excellent oral and written communication skills.
• Experience in a banking environment is preferred.
• Demonstrated member service and sales ability.
• Professional and service attitude.
• Utilization of online/mobile banking related services.