Summer Member Service Associate

The Saturday/Summer role conducts a wide range of financial transactions as well as basic account services. Through these interactions, the role ensures members have a positive service experience. Also, this role works to expand member relationships by suggesting applicable products and services. Success in this role requires ensuring accurate transactions, cash handling and management duties, providing excellent service, and taking appropriate steps to deepen member relationships with the credit union.

This role will also cover our front desk, greeting and triaging our members.

Saturdays 9:00 am - 1:00 pm through entire year and Monday - Friday, 8:00 am - 5:00 pm during the summer months.

• The range of financial transactions handled by this role includes, but isn’t limited to, deposits (of cash, coin, checks), loan payments, bond redemptions, withdrawals, cash advances, official check issuance, and fund transfers. Ensuring accurate cash handling and administrative operations, including balance teller drawers, vaults, ATM/ITMS and troubleshooting discrepancies with minimal assistance, are key to this role. Fraud mitigation and loss prevention are significant areas of focus.
  
  Adherence to applicable processes and procedures at the assigned location(s) is essential.
• The teller ensures member satisfaction through their interactions. This requires providing exceptional service to members when transacting and in need of deposit and loan account service for both consumer and business. This includes but isn’t limited to aiding members with a variety of transaction types, basic account maintenance, supporting basic debit and credit card needs, preventing fraud and responding to basic digital banking support.
  
  As a teller advances in the role, duties include operations and services related to audit, cash ordering and shipment, troubleshooting ATM/ITM, and managing more complex situations and escalated member scenarios presented at the teller line and/or drive thru.
• By uncovering members’ financial goals and needs through discovery conversations, while demonstrating empathy and building lasting and effective relationships, this role expands members’ wallet share with, and loyalty to, the credit union. The teller identifies referral opportunities for other member service experts within and outside of Retail and participates in promotional campaigns and product initiatives at the branch level.
• The teller fosters employee engagement to enhance departmental performance and functions with a team mindset and an intent to achieve organizational goals. Maintains compliance with the credit union’s policies and procedures. Models integrity, sets a positive example, and cultivates a respectful, inclusive team environment.
• While primarily focused on a physical branch location(s), the teller is a part of the larger Retail team and works collaboratively to ensure the success of all East Rise locations. This could include project work, collaboration, and additional duties assigned. The teller will spend time at different East Rise branch locations to meet business needs.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

• One to three years of similar or related experience, including time spent in preparatory positions.
• Previous customer service experience required.
• Previous experience with Microsoft Office required.