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 to our members about Credit Union products and services.

It 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 branch sales and service goals and consistently demonstrates the core values of Notre Dame FCU in a positive manner, in addition to performing other duties as assigned.

• 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.
• Verify branch cash shipments and ATM cash deposits.
• Redemption and Foreign Currency orders.
• Facilitation of Foreign Check creation.
• Assist 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.

• Perform duties with minimal operational errors.
• Aid the branch in security and fraud prevention by greeting members, staying aware of surroundings, identifying fraudulent checks, documents and situations, and protecting members and the Credit Union daily.
• Adhere to record retention requirements of Notre Dame Federal Credit Union.
• Correctly and properly complete all member documentation.
• Adhere to all BSA onboarding CIP procedures.
• Abide by and follow Regulation B, Regulation CC and Regulation E; regularly educate members on Regulation
  
  D.

• Assist members with a consultative sales mentality; serve as an expert financial consultant who recommends and assists members with financial literacy via Credit Union products and solutions.
• Maintain a vast understanding of all products and services offered at the Credit Union through ongoing training.
• Address member issues, concerns and complaints; deescalate any outstanding issues.
• Greet, assist and aid all members arriving at the branch with any needs; look for opportunities to further the member relationship at every interaction.
• Actively profile new and current members and cross-sell appropriate products and services to meet member needs.
• Track all referrals and member-related issues via sales trackers and production trackers.
• Order checks for members as requested.
• Create, maintain and close certificates for members as needed and recommended by the partner.
• Attend and take online courses as needed to continually increase knowledge and capabilities.
• Assist members in balancing check books, reconciling account history and personal financials.
• Promote the organization internally and externally with all member and/or potential member interactions.
• Process debit card orders, transaction research, travel notifications, log maintenance, disputes, velocity changes and operations of core debit card system Vantiv.
• Perform stop pays as requested by the member.
• Complete wire transfer documentation and aid Electronic Services in completing transfers as requested.
• Set up and create Automated Funds…