What are the responsibilities and job description for the Service Representative position at 3Rivers Federal Credit Union?
Service Representative
Reports To: Branch Manager
Position Type: Non-Exempt
Position Type: Non-Exempt
Location: Onsite, Fortville Branch
Manages: None
POSITION SUMMARY
Identifies opportunities to service our membership through daily conversations and referrals. Executes elevated levels of professionalism by building rapport and emphasizing accuracy every day. Evaluates productivity by understanding the business impact of the results that are generated and the decisions that are made. Connects the membership with the 3Rivers team by assisting in problem resolution and using effective communication.
Manages: None
POSITION SUMMARY
Identifies opportunities to service our membership through daily conversations and referrals. Executes elevated levels of professionalism by building rapport and emphasizing accuracy every day. Evaluates productivity by understanding the business impact of the results that are generated and the decisions that are made. Connects the membership with the 3Rivers team by assisting in problem resolution and using effective communication.
POSITION REQUIREMENTS
- Ability to champion conversations and membership rapport by becoming a trusted resource for members and team members alike.
- Builds rapport by establishing trusting relationships with members and providing consistent high-quality service.
- Performs teller transactions on members’ accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification.
- Safeguards workstation by keeping drawer locked when away from terminal, maintaining the established limits of cash in drawer, and accurately counting cash in vault buys and sells.
- Acts in the members’ best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.e. Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.).
- Ensures all Credit Union member information and transactions are kept confidential.
ACTIVITY & KNOWLEDGE REQUIREMENTS
Work Environment
Work Environment
- Normal
Knowledge Requirements
- Excellent communication skills (both oral and written)
- Ability to gather and analyze data.
- Experience preferred in regard to cash handling (cashier) and clerical office work.
- Strong sales and service skills
- Ability to operate computer, typewriter, phone, adding machine, and other office equipment.
- Interpersonal skills to present the Credit Union in a positive way during transactions.
EDUCATION AND/OR EXPERIENCE
- High School diploma or equivalent
- College degree and/or sales experience, preferred
