Part Time Member Service Representative

Description

Part-Time Position:
Up to 29 hours a week

Perform a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. Maintain accurate transactional records. Provide a variety of member savings, share draft/checking, and credit account transactions, as well as member services such as sales of money orders and cashier’s checks.

• Greet members warmly and provide prompt, courteous, and accurate service.
• Represent the credit union in a courteous and professional manner.
• Process member transactions including deposits, withdrawals, loan payments, transfers, check cashing, and other over-the-counter requests.
• Issue cashier’s checks, money orders, and process coin/currency orders and redemptions.
• Balance individual cash drawer daily and investigate discrepancies promptly.
• Adhere to cash handling and security policies and procedures.
• Maintain and balance a cash drawer daily to ensure physical cash counts match computer-generated counts.
• Count, verify, and package coins and currency to be sold or bought from the vault.
• Ensure the teller station and teller line are properly stocked with paper products, brochures, forms, and supplies.

• Answer member questions about accounts, transactions, and credit union policies.
• Assist with basic account maintenance, such as address changes or check order requests.
• Provide basic information about loan products and guide members to appropriate team members for lending services.

• Identify member needs through conversation and transaction review.
• Proactively recommend products and services to improve the member’s financial well-being.
• Participate in branch promotions, referral contests, and product knowledge training.
• Cross-sell credit union products and services such as but not limited to auto loans, credit cards, and financial literacy.

• Follow all applicable regulations and internal procedures (e.g., Bank Secrecy Act, OFAC, Reg CC).
• Maintain member confidentiality and secure handling of sensitive information.
• Ensure proper documentation and identification are collected for all transactions.
• Comply with Federal regulations for the processing of holds on accounts.
• Comply with BSA and CIP policy to ensure proper identification of members.
• Maintain accurate daily records to ensure proper maintenance of documents for auditing and exam purposes.
• Research and resolve any cash count discrepancies, reporting any unresolved discrepancies to a supervisor immediately.

• Maintain clean and organized teller stations and public spaces.
• Assist with opening/closing procedures, as scheduled.
• Contribute to branch success by supporting team members and participating in staff meetings and training.
• Other duties as assigned by President/CEO or Executive Management.

• Maintain and balance the branch vault and/or coin machine daily.
• Order, receive, and ship currency/coin according to policy.
• Distribute and collect cash from individual teller drawers.
• Perform cash audits and maintain vault logs and security procedures.
• Serve as backup for other branch operational tasks as needed.

Excellent Oral and Written Communication

• Member Focus
• Promoting Skills
• Ethical Conduct
• Decision Making
• Excellent interpersonal and communication skills.
• Ability to work in a fast-paced team-oriented environment
• Basic computer and math skills.
• Strong attention to detail, accuracy, and integrity.

• High School Diploma or Equivalent
• Prior cash-handling and customer service experience strongly preferred.