Universal Member Service Representative II

Basic Function: First point of contact for all members, non-members, guests and vendors. Acquire and maintain member relationships through exceptional member service by opening accounts and offering relevant products and services that meet the member’s needs including consumer loans. Is responsible for handling all non-ITM (Interactive Teller Machine) transactions and assist with ITM transactions when needed. Actively contributes to the achievement of the branch sales and service goals. Ensure members and potential members are serviced efficiently and accurately.

RESPONSIBILITIES AND DUTIES

• Accurately handle member and non-member transactions
• Answer member and potential member inquiries
• Balance and detail (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.)
• Reconcile all ITM accepted negotiable items against reports for accuracy - weekly
• Answer phones
• Accurately open and close accounts
• Order/count cash
• Ensure all audit and security policies and procedures are followed
• Scan negotiable items and other member documents
• Process night drop deposits and payments
• Verify and balance Travel and Gift cards
• Order supplies for location
• Compile End-Of-Month work
• Process check orders
• Filing, shredding, etc.
• Assist with processing and closing loan applications
• Assist Branch Manager and other team members

EDUCATION AND EXPERIENCE

• 6 - 12 months credit union experience or other financial institution experience as Teller and with sales & consumer lending experience
• High School diploma, GED, or Equivalent Certificate
• Associates or Bachelor’s degree preferred
• Complete satisfactorily all in-house training
• Working knowledge of Credit Union’s technology, including but not limited to core system; Online and Mobile applications
• Proficient computer/technology skills