Member Services Rep - Teller/Banker (Previous Financial Experience Not Required)

Member Services Rep / Teller / Banker - Immediate Opening

No Previous Financial Experience Required!

• 35 hour work week
• 4 weeks of paid time off
• Federal holidays off
• No working nights
• Opportunity for quarterly incentives
• Full benefits package
• 401K

Details:

If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).

We take care of you so you can take care of our members!

About the Organization:

We are a full-service, credit union serving members of various Health Care organizations.

About the Position:

This position is responsible for identifying the financial needs of each member and recommending appropriate financial solutions.

Duties and Responsibilities:

Service

• Deliver service to both internal and external members that is in alignment with the credit union's Service Promises.
• Meets all established sales and service goals.
• Possess adequate product knowledge as measured by the annual product knowledge certification assessment

Process New Accounts

• Establish savings/membership accounts
• Open checking accounts & order checks
• Open money market accounts & order checks
• Open subsequent savings, Christmas club, vacation club account

Maintain Membership Records and Documentation

• Process name changes
• Process address changes
• Process payroll deduction changes
• File membership cards and make sure all work is prepared for scanning
• Process all account maintenance
• Scan all required documentation consistently and in a timely manner

Respond to Members Needs, Inquiries and Requests

• Research account inquiries or discrepancies
• Provide members with rates and account disclosure information
• Suggest products and services to further benefit members' financial needs
• Order check copies, plastics, pin number copies, statement copies, and reorder checks, etc.
• Complete verification of deposit forms

Process Members Mailed In Transactions

• Post deposits to various share accounts
• Post loan payments
• Process VISA payments
• Send receipts for mailed in deposits
• Send withdrawal checks or close accounts per written requests

Process Members Walk In Transactions

• Post deposits to various share accounts
• Post loan payments
• Process VISA payments
• Process cash and check withdrawal requests
• Transfer funds between share account or from share to loan & VISA
• Cash checks for members
• Sell travelers checks and gift checks
• Process cash advance requests on loans and HACU's VISA
• Process wire transfer requests
• Process stop-payments

Accurate Balancing

• Examine checks for endorsements, negotiability, and determine if funds extended hold needs to be placed
• Verify transaction slip is completed accurately, assist member with completion if necessary
• Complete transaction slip if one is not present with mail in transaction
• Make sure all totals balance with computer teller balance totals (checks for deposit, withdrawal checks, and teller cash drawer if applicable)

Other

• Adhere to other duties as assigned

Qualifications:

• High school diploma or equivalent
• Prior financial institution experience helpful, but not necessary
• Ability to work cooperatively with other staff to maintain a team work environment
• Basic math skills necessary for balancing and cash handling; working knowledge of computer applications
• Ability to communicate well with the members as well as a strong desire to help the members with their financial needs

HACU is an Equal Opportunity Employer

This is an onsite position