Member Service Representative

Duties and Responsibilities

• Opens consumer new accounts and performs account maintenance.

• Balances cash drawer daily to assure accuracy in transactions.

• Produces quality work efficiently and free from errors.

• Research, troubleshoot and resolve member inquiries.

• Applies advanced knowledge and logic to all activities and member interactions and creates solutions that are in the best interests of members.

• Provides member service in accordance to CCU standards.

• Works to establish and deepen relationships with members so CCU is the members first choice when a financial decision is made.

• Proactively offers products and services as solutions to member needs that result in sales and referrals to business partners throughout the credit union.

• Ability to attain goals as set by management on a consistent and continual basis.

• Cross Trains in other branch/department functions as determined by Branch Manager, as well as demonstrating the ability and willingness to cross train other employees in the operational, sales and service aspects of their position.

• Demonstrates the organization's service commitment in all member interactions. Ensures a positive and professional team environment.

• Performs duties as assigned by management and may be assigned to work at any branch.

• The credit union promotes continual education and career development. As such self-development initiatives are expected, including attending branch and organizational meetings, educational sessions, seminars or courses as requested.

• Proficiency with Microsoft Office.

• One or more years of cash handling experience.

• Ability to manage relationships at all levels throughout the organization.

• Knowledge of regulations pertaining to accounts, services, confidentiality, disclosure requirements and lending is preferred.

• Excellent oral and written communication skills.

• Experience in a banking environment is preferred.

• Demonstrated member service and sales ability.

• Professional and service attitude.

• Utilization of online/mobile banking related services.