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Member Service Representative -ENTRY LEVEL- Full Time (Oak Creek Branch)

Guardian Credit Union
Guardian Credit Union Salary
Oak, WI Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 3/25/2025

BASIC RESPONSIBILITES:

Under direct supervision, responsible for providing members with service on a variety of transactions. Welcome members to the credit union and provide general information concerning credit union products and services.

OUR CORE VALUES:

The Member Service Representative I will be expected to act in a manner which is in accordance with Guardian Credit Unions values:

  • Relationships We treat each other, our members, and our community with respect.
  • Accountability We hold ourselves to a higher standard.
  • Teamwork We work together to reach our goals.
  • Honesty We believe in conducting ourselves with honesty, integrity, trust, and fairness.

ESSENTIAL FUNCTIONS:

  • Represent the Credit Union to members in a friendly, positive, and professional manner. Provide prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail.
  • Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members.
  • Meet all assigned goals by successfully cross-selling all products and services offered by the Credit Union.
  • Respond to members' requests, problems and complaints, and/or directs them to the proper person for specific information and assistance.
  • Check approval authority at managers discretion.
  • Accurately reconcile checks and cash drawer daily.

SECONDARY FUNCTIONS:

  • Perform miscellaneous duties (e.g., address changes, automatic transfers, and bond redemption).
  • Perform daily cash advance balancing.
  • Ensure that the branch is kept neat and clean on a consistent basis.

SKILLS AND ABILITIES REQUIRED:

Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to:

Successful completion of high school diploma or GED. A minimum of six months experience in cash handling and customer service.

SKILLS:

  • Ability to operate routine office equipment; typing at 35 words per minute minimum.
  • Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
  • Thorough knowledge of Credit Union products and services offered to membership and demonstrated ability to cross-sell/refer such products and services effectively.
  • Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions.
  • Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff.
  • Must present a professional, business-like appearance and manner.
  • Must maintain confidentiality.
  • Must be bondable.

WORK ENVIRONMENT:

While performing the duties of this job, the employee regularly works in an office/branch setting.

PHYSICAL DEMANDS:

  • Must be able to remain in a stationary position and occasionally move about the inside of the office and vault.
  • Frequently move boxes weighing up to 50 pounds across the office for various needs.
  • Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • Requires one to position self to maintain files in file cabinets.
  • Must be able to remain in a stationary position while assisting members (majority of workday).

TRAVEL:

  • Travel to different worksites is required at times.
  • Must have reliable transportation.

HOURS:

Hours vary depending upon branch coverage; Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.

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