What are the responsibilities and job description for the Member Services Representative II, New Accounts position at Coast Central Credit Union?
*This is not a remote job.*
We do not accept applications through this site. For full job description and application please visit our website at:
https://www.coastccu.org/community/careers/
Job Summary
Under general supervision, performs all the duties and functions of a Member Services Representative (I) and establishes new member accounts and/or performs basic loan processing while actively cross-servicing credit union products and services. Assists with opening and closing procedures. Has demonstrated knowledge of credit union products and services and the ability to explain and cross-service them to members and potential members. This is an intermediate level Member Services position requiring aptitude and knowledge in a variety of operational functions.
Essential Functions
- Assist with beginning and end-of-day reports and procedures. May open or close office as required.
- On a daily basis, establish and process new member accounts, prepare required paperwork, and perform other new accounts duties as required.
- May process loan applications and provide clerical support to Member Loan Services staff as required.
- Assist in safe deposit accounts, open and close safe deposit boxes, where applicable.
- Assume some leadership and MSR training responsibilities as directed by MSB manager and/or supervisor.
- Perform Member Services duties and is able to perform all the functions of a Member Services Representative (I):
- In a courteous, professional manner, assist members with financial transactions.
- Disburse funds by cash, check, or transfer. Accept deposits or payments and enter each transaction into the credit union's data processing system.
- Sell negotiable items such as cashier’s checks, wire transfers, pre-paid cards etc.
- Accept and process financial service request forms to include automatic transfers, check reorders, etc.
- Accurately balance cash, cash items, and general ledger entries at the end of each business day.
- Admit, with proper identification, access to safe deposit boxes.
- Under dual control, process and document ATM deposits, merchant bags, and night depository.
- Follow security procedures for member services area, including cash drawer limits and robbery procedures.
- Is familiar with credit union policies, products, and services and is able to answer member questions and make referrals, as needed.
- Cross-service credit union products and services.
- Itemize and balance checks by batch.
- Must work harmoniously with other employees.
- Perform other duties as assigned.
Education and Experience
- High school graduate or equivalent.
Job Type: Full-time
Pay: $20.68 - $33.82 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Bereavement leave
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Opportunities for advancement
- Paid orientation
- Paid sick time
- Paid time off
- Profit sharing
- Referral program
- Tuition reimbursement
- Vision insurance
- Wellness program
Schedule:
- Day shift
- Monday to Friday
Work Location: In person
Salary : $21 - $34
