What are the responsibilities and job description for the Member Service Representative -ENTRY LEVEL- Full Time (West Allis Branch) position at GUARDIAN CREDIT UNION?
Job Details
Description
BASIC RESPONSIBILITES:
Under direct supervision, responsible for providing members with service on a variety of transactions. Welcome members to the credit union and provide general information concerning credit union products and services.
OUR CORE VALUES:
The Member Service Representative I will be expected to act in a manner which is in accordance with Guardian Credit Union’s values:
- Relationships – We treat each other, our members, and our community with respect.
- Accountability – We hold ourselves to a higher standard.
- Teamwork – We work together to reach our goals.
- Honesty – We believe in conducting ourselves with honesty, integrity, trust, and fairness.
ESSENTIAL FUNCTIONS:
- Represent the Credit Union to members in a friendly, positive, and professional manner. Provide prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail.
- Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members.
- Meet all assigned goals by successfully cross-selling all products and services offered by the Credit Union.
- Respond to members' requests, problems and complaints, and/or directs them to the proper person for specific information and assistance.
- Check approval authority at manager’s discretion.
- Accurately reconcile checks and cash drawer daily.
SECONDARY FUNCTIONS:
- Perform miscellaneous duties (e.g., address changes, automatic transfers, and bond redemption).
- Perform daily cash advance balancing.
- Ensure that the branch is kept neat and clean on a consistent basis.
Qualifications
SKILLS AND ABILITIES REQUIRED:
Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to:
Successful completion of high school diploma or GED. A minimum of six months’ experience in cash handling and customer service.
SKILLS:
- Ability to operate routine office equipment; typing at 35 words per minute minimum.
- Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
- Thorough knowledge of Credit Union products and services offered to membership and demonstrated ability to cross-sell/refer such products and services effectively.
- Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions.
- Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff.
- Must present a professional, business-like appearance and manner.
- Must maintain confidentiality.
- Must be bondable.
WORK ENVIRONMENT:
While performing the duties of this job, the employee regularly works in an office/branch setting.
PHYSICAL DEMANDS:
- Must be able to remain in a stationary position and occasionally move about the inside of the office and vault.
- Frequently move boxes weighing up to 50 pounds across the office for various needs.
- Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
- Requires one to position self to maintain files in file cabinets.
- Must be able to remain in a stationary position while assisting members (majority of workday).
TRAVEL:
- Travel to different worksites is required at times.
- Must have reliable transportation.
HOURS:
Hours vary depending upon branch coverage; Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.