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Teller/MSR Regional Floater

Pacific Service Credit Union Pleasant Hill, CA

  • Posted: January 31, 2021
  • Full-Time

Working for Pacific Service Credit UnionWe put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team.What's in it for you?Health insurance coverage: We provide our employees with 100% medical, dental, vision, disability and basic life insurance for full-time employees and eligible dependents.401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not.

In addition, we match 75% of your contributions up to the first 3% of eligible compensation after one year of service and up to 6% after three years of service.Bonus program: All employees are rewarded for attaining our annual organizational goals.Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 10 paid holidays and 10 days of sick leave.Position SummaryTo create a superior member service experience by ensuring that members... receive friendly, accurate, and timely assistance with their transaction requests either over-the-counter or by phone. Complies with all federal and state laws, organizational policies, procedures, and processes, including; but not limited to: the Bank Secrecy Act (BSA), Identity Theft Red Flags, and Office of Foreign Assets Control (OFAC).

This position will be required to float to any of the credit union's six branch locations: Concord, Fresno, Livermore, Pleasant Hill, San Francisco and San Ramon, as needed; as well as support the Phone Center. The Member Service Representative Floater works directly with members and the general public to represent the credit union in a professional manner in support of our mission statement.Essential Functions Provide credit union services to members by opening of accounts, disbursements of funds, posting withdrawals, deposits and loan payments, and the processing of other account transactions. Respond to requests for information relative to products and services provided by the credit union.

Answer telephone center calls in a timely manner and assist callers with questions regarding products and services; or refer callers to the proper department when working in the Telephone Services. Recommend and cross sell credit union products and services to members in accordance with established goals. Maintain branch appearance, e.g., replenish brochure racks, update rate sheets, etc.

Complete a variety of miscellaneous tasks including: balancing the ATM, Coinstar postings, retrieving and posting night drop deposits, filing, and answering the telephone. Deliver service and correspondence with members via our BranchLine or Live Chat i.e. messaging delivery channel.

Reconciliation and balancing of the Vault, individual cash drawer and Cash Recycler. Provide account file maintenance, including processing requests for change of address, account ownership modifications, ordering replacement ATM/debit cards, etc. Offer security assistance and technical troubleshooting assistance of remote delivery products, including BranchLine, ExpressLine, Mobile Banking, and Bill Pay to our members.

Perform basic IRA transactions using the appropriate forms. Able to open new IRA accounts, process deposits and withdrawals, and answer basic IRA questions. Review certificate maturity reports and perform appropriate account maintenance.

Identify and recommend ways to continuously streamline or improve work processes and environments and perform other general clerical duties as assigned. Process outgoing wire transfers, including completing the wire transfer checklist and performing security verification, as appropriate. Perform all duties and responsibilities of a consumer loan interviewer by providing information about all consumer loan products and services, including calculating payments, quoting rates, payoffs, and taking paper applications.

Ensure that member service is the top priority by answering and returning member and co-worker communications

Pacific Service Credit Union


Pleasant Hill, CA


Finance and Insurance

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