What are the responsibilities and job description for the Member Service Representative II position at Priority First Federal Credit Union?
Priority First Federal Credit Union is a community-focused financial institution committed to providing exceptional financial services to our members. We are seeking enthusiastic Member Service Representative II to join our growing team at our Knox office.
JOB SUMMARY - Provide consistent exceptional service for our members. Responsible for assisting members with their financial needs; including interviewing and evaluating applicants for loans, opening new accounts, routine banking transactions, product explanation and ability to identify opportunities to refer members as needed. Employee will clearly & respectfully communicate with members and have ability to resolve member issues as they arise.
QUALIFICATIONS - To perform this job successfully, an individual must be able to perform each essential duty with consistent accuracy. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Greet members with a smile.
- Recognizes opportunities to explain and promote financial products or services offered by the credit union.
- Open new business and personal accounts including savings, checking, certificates, IRA's and all other accounts in compliance with federal regulations and internal policies.
- Take loan applications, perform debt to ratio/collateral analysis, obtain approval, and close loan.
- Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
- Cashes checks and pays out money after verification of signatures and customer balances.
- Enters members' transactions into computer to record transactions, and issues computer generated receipts.
- Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
- Resolve members' issues as they arise.
- Maintains current knowledge of and adheres to the BSA policy.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); or three to six months related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS - Ability to read and interpret documents such as procedures, operating and maintenance instructions, and security procedures. Ability to communicate clearly and respectfully communicate with members or coworkers. Ability to write routine reports and correspondence.
MATHEMATICAL SKILLS - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
REASONING ABILITY - Ability to apply common sense to perform assigned duties and understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
OTHER SKILLS - Displays an eagerness & ability to learn, efficiently use the technology provided, and is receptive to new ideas
Job Type: Full-time
Expected hours: 37.5 – 40 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- Weekends as needed
Ability to Commute:
- Knox, PA 16232 (Required)
Ability to Relocate:
- Knox, PA 16232: Relocate before starting work (Required)
Work Location: In person
