Member Service Assistant

• Welcome members and guests and provide routine information concerning products and services and, when necessary, direct member or guest to appropriate department for additional assistance.
• Receive and process member financial transactions, including deposits and loan payments; sells products to members; makes transfers to and from member accounts as directed. Closes accounts and accepts and processes MSR closure requests for share certificates. Balances daily. Submits transaction disputes and stop payments.
• Assist member in opening new accounts, sub-accounts, and cross sell credit union products and services; obtain required documents for the account opening process.
• Assist member with account maintenance, including but may not be limited to, reading account histories, adding e-notes and attention messages, printing member ID card, scanning member’s driver’s license, processing address change requests, processing check orders and re-orders, printing temporary checks, resetting audio response PIN, reprinting receipts, processing stop payment requests, and setting up automatic transfers.
• Assist member with Debit and ATM card issuance, cancellations, re-issue or re-printing; and setting up and unlocking Home Banking, bill pay, and mobile account access.
• If applicable, complete safe deposit box contracts and maintain all related clerical work. Provide member access to safe deposit box vault and logs access accordingly. Update payments on safe deposit box system and on core account platform. Assist member with surrendering box and with safe deposit box research and related inquiries.
• May assist with branch maintenance issues by notifying management when facility issues arise.

Compliance

Ensure appropriate records are maintained and required reports are prepared.

• Abide by all applicable rules, regulations and Credit Union policies and procedures.

• Properly secure member information in accordance with Credit Union privacy and confidentiality policies. Ensures work area is neat and safe.

• Complete required training for position within deadlines.

Security and BSA

Complies with Bank Secrecy Act by submitting Currency Transaction Reports for cash transactions over $10,000 as mandated by this policy. Reports suspicious activity to immediate supervisor using appropriate notification form.

Perform other related duties as required or assigned.

JOB SPECIFICATIONS
The incumbent must possess a high school education or GED as well as a minimum of six (6) months similar or related experience. Six (6) months experience handling large amounts of cash is preferred. Completion of a specialized in-house training or teller career path program. Most important to this position are accuracy, attention to detail and reliability.
PHYSICAL REQUIREMENTS
While performing the duties of this job, the incumbent is required to talk, hear, stand, walk, and manipulate (lift, carry, move) light to medium weights of 5 to 30 pounds. This position involves sitting for long periods of time, frequently viewing a computer monitor, and requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information.
EQUIPMENT SKILLS
Personal computer with windows environment, copy machine, telephone, calculator and scanner

This position requires a thorough understanding of Credit Union products and services to assist and provide members and potential members with exceptional service. Most important to this position is ensuring complete member satisfaction by anticipating member needs, identifying the appropriate products and services through the sales interview process, and building positive service-oriented member relationships which includes the explanation of services, account information, handling complaints, the research and follow up of complex account problems and processing financial transactions involving paying and receiving cash and other negotiable instruments