What are the responsibilities and job description for the Member Service Consultant Teller position at Call Federal Credit Union?
Position Summary: Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff. Essential Functions and Responsibilities:
Medical Insurance
Dental Insurance
Vision Insurance
Voluntary Life
Pet Insurance
HSA/FSA/DCA
Accident Insurance
Critical Illness Insurance
401K with generous employer contributionCompany Paid Benefits Include:
Group Life Insurance
Short-term Disability
Long-term Disability
Parental Leave
HSA Employer Contribution and Matching
Employer Paid HRA
10 Paid Holidays
Birthday Off with Pay
Paid Community Service Time
PTO
- Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements.
- Educate members regarding all Call Federal products and services in a consistent sales environment.
- Use knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and/or email.
- Provide prompt, efficient, accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits.
- Verify important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds.
- Open accounts for existing members.
- Provide services such as Visa gift cards and Visa cash advances.
- Respond to member requests/problems/complaints and direct them to appropriate staff for additional assistance.
- Ordering of all electronic/digital services.
- Accountability for all assets under your control; including cash drawer, if applicable.
- Process check imaging through branch capture daily.
- Assist members with all member service forms.
- Uncover opportunities for member engagement, via in-person or outbound sales calls to achieve sales goals.
- Advocate and demonstrate company brand.
- Other duties as assigned.
- High school diploma or equivalent.
- Previous cash handling experience, minimum of a year.
- Previous retail experience, minimum of a year.
- Requires flexible schedule availability including evenings and weekends.
- Excellent interpersonal skills required.
- Self-motivated; can work independently, but also in a team environment.
- Takes initiative to proactively add value to the member and credit union.
- Positive and optimistic.
- Trustworthy and honest.
- Attention to details a must.
- Acceptable background check; credit, criminal and insurance verification.
Medical Insurance
Dental Insurance
Vision Insurance
Voluntary Life
Pet Insurance
HSA/FSA/DCA
Accident Insurance
Critical Illness Insurance
401K with generous employer contributionCompany Paid Benefits Include:
Group Life Insurance
Short-term Disability
Long-term Disability
Parental Leave
HSA Employer Contribution and Matching
Employer Paid HRA
10 Paid Holidays
Birthday Off with Pay
Paid Community Service Time
PTO