Member Services Officer

Summary

Under the general supervision of the Branch Manager, the Member Services Officer 1 is responsible for performing a wide range of basic banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Promotes and maintains a positive image of the Credit Union.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

• Provides services to members by performing banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
• Prepares and processes transaction requests by telephone and mail.
• Prepares authorized account charges.
• Processes money orders, cashier’s checks, and other services.
• Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
• Proactively responds to members’ inquiries and requests using product knowledge.
• Assists members in completing forms and documents.
• Resolves errors and member concerns in a timely manner.
• Balances cash and coin accurately and maintains appropriate cash levels within limits.
• Remains current on knowledge of Credit Union policies, procedures, and services.
• Performs duties as assigned by management and may be assigned to work at any branch.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Relevant customer service and/or cash handling experience in a retail or banking environment.

None.

Within Six Months Of Employment

• Successful completion of core competencies certification.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.
• Completion of New Employee Training Program.

• Successful completion of pre‑employment testing.
• Operates a variety of office equipment and machines.
• Ability to travel, attend, and participate in training and meetings at various locations.