What are the responsibilities and job description for the Member Services Rep I (Floater) position at City of Boston Credit Union?
Under the direction of the Branch Manager, the Member Service Representative I is responsible for handling all customer requests within the confines of established policies and procedures.
Travel is required to other locations and employee must be able to work flexible schedules to meet the needs of each branch location. Reliable transportation is also required.
RESPONSIBILITIES
The essential functions include, but are not limited to the following:
- Responsible for opening all deposit type accounts and services, including:
- Certificates of Deposit
- Savings Accounts
- NOW Checking Accounts
- Money Market Accounts
- Club Accounts
- ATM Cards
- Debit Cards
- On-Line Banking
- Individual Retirement Accounts
- Perform maintenance on accounts to set up payroll deductions, make address and title changes or other maintenance that may be necessary from time to time.
- Answer member questions and resolve member problems with the scope of policy and procedure, referring exception cases to supervisor.
- Comply with applicable regulations pertaining to the position such as Truth in Savings.
- Determine cross-sell opportunities and sell other Credit Union products to the member when appropriate.
- Compliance with Bank Secrecy Act, OFAC and USA Patriot Act including Customer Identification Program for new members, accurate completion of new account activity profile, reporting suspicious activity to supervisor.
- Perform other related duties as assigned or requested.
Knowledge/Skills/Experience
Experience with specialized products, service, regulatory and sales training preferred.
- One year teller experience.
- Good communication and organizational skills.
- Proficient computer skills and working knowledge of MS Office.
Education/Certifications/Licenses
- High school diploma or equivalent
Physical Demands/Conditions Required
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
- Must be able to work rotating schedule of Monday through Saturday
DIRECT REPORTS / SUPERVISION
- No Direct Reports/Supervision
