Member Service Representative

5 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Member Service Representative I

Branch Manager

N5

$20.00 /hour - $26.66/hour, Non-Exempt

Dependent on experience

Demonstrates a professional image of the credit union to members while performing a variety of member service functions. Under general supervision of the Branch Manager, and in conformance with established policies and regulations, matches credit union products and services to member needs. Maintains an acceptable degree of accuracy and maintains high quality member service. Assist at other offices as needed.

• Receives and disburses funds.
• Cashes checks.
• Processes loan transactions.
• Answers phone inquiries.
• Cross sells products & services.
• Maintains & secures a safe environment.
• Understands and follows the CU’s BSA-AML compliance program including but not limited to:
• Filing Currency Transaction Reports.
• Filing Suspicious Activity Reports.
• Conducting OFAC checks in accordance with the CU’s OFAC screening procedures.
• Processes mail.
• Balances and is responsible for cash drawer.
• Performs member document filing.
• Cross trains in office operations.
• Helps balance branch ATM/Kiosk and night drop.
• Performs other duties as assigned.

• Begins the process of learning how to open accounts.
• Begins the process of learning how to process loan applications and fund loans.

• High School diploma or equivalent.
• 1-year financial institution experience preferred.
• Ability to operate computer terminal and general office equipment.
• Excellent member service and sales skills.
• Type 20 wpm.
• Interpersonal communication & problem-solving skills.
• Balancing and transaction accuracy.

• Works in an office environment, requiring the use of office equipment, such as personal computers.
• May travel to other branches when needed.