Member Service Associate

PRIMARY FUNCTION:

The responsibility of the Member Service Associate is to meet and exceed our member’s service expectations by performing cash handling responsibilities and assigned member service functions efficiently and accurately, ensuring that our member’s financial needs are being met by referring products and services to our members. This position is responsible for providing education for our members about Credit Union products and services.

This position ensures that members receive excellent service at all times, following the Credit Union’s member service model. Due to the high trust involved with dealing with members’ financial security; work is performed accurately and in a manner consistent with the Credit Union’s mission. This position actively contributes to the achievement of the branch sales and service goals. This position must effectively carry out the essential duties in a manner that consistently demonstrates the core values of Notre Dame FCU in a positive manner and other duties as assigned.

The responsibility of the Member Service Associate is to meet and exceed our member’s service expectations by performing cash handling responsibilities and assigned member service functions efficiently and accurately, ensuring that our member’s financial needs are being met by referring products and services to our members. This position is responsible for providing education for our members about Credit Union products and services.

This position ensures that members receive excellent service at all times, following the Credit Union’s member service model. Due to the high trust involved with dealing with members’ financial security; work is performed accurately and in a manner consistent with the Credit Union’s mission. This position actively contributes to the achievement of the branch sales and service goals. This position must effectively carry out the essential duties in a manner that consistently demonstrates the core values of Notre Dame FCU in a positive manner and other duties as assigned.

All Member Service Associates act as an ambassador of the organization and there are many different responsibilities and duties of this position. This position will serve on the teller line and will be scheduled based upon the needs of the business. The Member Service Associate will be responsible for, but not limited to, the following items.

In accordance with the Teller Operations Manual, Teller policies and procedures, the Member Service Associate will perform the following non-exhaustive list of duties:

• Accept deposits, perform withdrawals and transfers, cash checks and make loan payments.
• Sell cashier’s checks, gift card and other products sold at the teller line.
• Perform Visa and Master Card cash advances as well as Equity loan advances.
• Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments.
• Accept current and prior year IRA deposits.
• Follow Credit Union policy when placing check holds and completing Currency Transaction Reports.
• Responsible for the daily balancing of cash drawer, daily checks, and traveler checks.
• Approve checks that are within your check authority limits.
• Cash bonds and update member records accordingly, including but not limited to the tax files records.
• Verifies branch cash shipments and ATM cash deposits.
• Redemption and Foreign Currency orders.
• Facilitation of Foreign Check creation.
• Assisting in the security of the branch vault and safe deposit box operations.
• Operate and aid in balancing the coin machine. Assist members in running coin as needed.
• Operate the cash counter as needed when aiding in branch balancing and auditing.

• While performing duties and responsibilities, all should be maintained with a minimal level of operational errors.
• Responsible for aiding the branch in security and fraud prevention by means of greeting all members as they enter the building, being aware of surroundings throughout the business day, acknowledging and understanding fraudulent checks, documents and situations as they arise and protecting the…