Member Service Representative

Why You’ll Love Working with Us

At Summit Choice Credit Union , we believe that happy, healthy employees create the best work. That’s why we offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance.

Competitive Compensation & Financial Well-Being

• Competitive salary with performance-based bonuses
• 401(k) with company match to help you plan for the future
• Pension Plan

Health & Wellness

• Comprehensive health, dental, and vision insurance - we’ve got you covered!
• Mental health support with free counseling sessions
• Paid Life Insurance, Short Term Disability, & Long Term Disability

Work-Life Balance & Flexibility

• Generous PTO & Vacation policy – recharge and unwind when you need it

Learning & Career Growth

• Professional development stipend for courses, books, and conferences
• Internal mentorship and leadership training programs

Fun & Team Culture

• Company planned offsite parties
• Celebrations for birthdays, work anniversaries, and company milestones

Join us and be part of a company that invests in YOU!

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

ESSENTIAL FUNCTIONS

• Greet and welcome members to the credit union in a courteous, professional, and timely manner.
• Provide comprehensive, prompt, accurate, and efficient member transactions.
• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and accurately enter deposits into comp0uter records.
• Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures.
• Assist with mail or email transactions, when available.
• Place holds on accounts for uncollected funds.
• Issue cashier’s checks, money orders, and CDs.
• Balance cash drawer at end of the shift and compare totaled amount to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. May help other tellers research and resolve discrepancies.
• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
• Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.
• Cross-sell credit union services such as safe deposit boxes, prepaid cards, debit cards, credit cards, on-line banking, or other promotional products where available.
• Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Enter payments into the computer.
• Report malfunctions of teller terminals and other equipment used at the teller station to supervisor.
• Count, check, and package coins and currency.
• Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
• Other duties as assigned by President/CEO or Executive Management.

COMPETENCIES/SKILLS

• Ethical Conduct
• Decision Making
• Excellent Oral and Written Communication
• Member Focus
• Promoting Skills

REQUIREMENTS/QUALIFICATIONS

• High School Diploma or Equivalent
• Customer Service Experience Preferred

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an…