Customer Service Representative: Borrego Springs

Join to apply for the Customer Service Representative:
Borrego Springs role at Frontwave Credit Union

Overview
The Customer Service Representative (CSR) is responsible for performing routine and intermediate branch and member service duties; including but not limited to processing deposits and withdrawals, processing loan payments, cashing checks, entering outgoing wires, processing night deposit and vault transactions, promoting business for the credit union by maintaining good member relations and referring members to appropriate staff for new services.

About CVB, a Division Of Frontwave Credit Union
Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage assets of over 1.8 billion. At CVB, a division of Frontwave Credit Union, we focus on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life through exceptional service and technology.

What’s In It For You
Competitive pay, 401k matching, mortgage and auto discounts; 10 paid holidays; affordable medical, dental, vision health plans, and Flexible Spending Account;
Employee Assistance Program with a variety of services; career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year; culture of excellence and continuous improvement; and being part of a team that strives to be the best place you’ve ever worked.

Responsibilities

Essential Duties and Responsibilities:

Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.

• Process transactions accurately and efficiently to build member confidence and trust, based on established policies and procedures.
• Assist with night depository duties and armored car deliveries, logging bags, processing deposits, completing change orders, issuing receipts and returning bags to members.
• Operate a computer terminal or assigned computer to process account activity, determine balances, and resolve problems within given authority.
• Issue Cashier’s Checks and Money Orders.
• Identify member’s needs and refer financial products and services to consumers and business members.
• Receive and process stop payments and check hold notices (Reg CC).
• Accept loan payments, notifying the Loan Department for confirmation of payment processing.
• Maintain and balance cash drawer daily and verify that cash is transferred to the vault within daily limits.
• Balance teller cash drawer and maintain accurate teller balancing records; complete necessary research to locate discrepancies, if applicable.
• Address member inquiries and concerns and refer to appropriate internal resources or Branch Manager for resolution.
• Record, file, update consumer or account information and reports as required.
• Answer telephone and direct callers to proper Credit Union personnel while maintaining professional phone etiquette.
• Gather data and process various reports (e.g., currency transactions, returned items, callbacks).
• Complete address change forms and deliver to the appropriate personnel for input.
• Assist in processing ATM deposits, complete outgoing wires requests, etc.
• Assist the Accounting Department in researching data for levies and garnishments, etc.
• Identify fraudulent activity to help prevent losses to the credit union. Ensure that members are aware of online and mobile banking.
• Assist in completing monthly branch certifications (e.g., Stop Payments, Holds, Negotiable Instruments, Key Log).
• Maintain member and account files; open new accounts and complete existing account maintenance, in compliance with CIP/BSA requirements.
• Refer loan requests to the appropriate lender; process check orders within the core system; resolve and respond to basic and complex member transactions, problems or inquiries.
• May assist with opening and closing the vault daily; including preparations of incoming and outgoing cash shipments and balancing vault currency and coin.
• Troubleshoot…