What are the responsibilities and job description for the Member Services Officer- Teller / Personal Banker- Bilingual Preferred position at A+ Federal Credit Union?
Job Description
Job Description
Member Services Officer- Teller / Personal Banker
Job Type : Part-Time
Exemption Type : Non-Exempt
Wage Amount : $19.25 hourly minimum
As a Member Services Officer, your role will be a combination of both Teller and Personal Banker positions. You bring the willingness to provide great service to the members; we will provide the environment for you to grow and develop into a world class service provider. You will offer an enjoyable, memorable experience for individuals seeking assistance with financial matters by providing them with exceptional service, including processing member transactions; identifying their financial needs and recommending valuable solutions. Your support of a sales and service culture will enable you to educate members about services that will enhance their financial well-being, while also supporting the goals of the credit union. This entry level position is a great way to start your financial services career!
Member Education
Cross-sell appropriate products and services to current and prospective members.
Consistently meet or exceed established sales / service goals and support branch growth.
Participate in outside business development and community events.
Teller Functions
Operate, maintain, and balance a cash drawer (as needed).
Sell special service items such as money orders, official checks, and gift cards.
Perform cash advances and process collection items.
Provide members with access to safe deposit box (where applicable).
Maintain working knowledge of all products and services.
Personal Banker Functions
Assist members with opening / closing basic types of accounts, including new memberships, checking, share certificates, and other accounts as assigned.
Update account information such as changing account ownership / signers, beneficiaries, and changes of address.
Assist members with loan applications through video lending.
Assist members (in person or by phone) with account and product inquiries, including questions about rates, products and services, requests for statements, etc.
Perform stop payments and process wire transfers.
Assist members with claims of fraudulent use of debit card.
Issue, re-issue, and block debit cards.
Be knowledgeable of and utilize credit union policies, Federal regulations and procedures.
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