What are the responsibilities and job description for the Customer Service Representative position at Siouxland Federal Credit Union?
GENERAL SUMMARY:
The CSR position is required to understand the features and benefits of all credit union products and services to better inform and cross-sell based on member needs, plus be able to effectively perform Member Service Rep (MSR) duties when needed. The CSR conducts all deposits, withdrawals, and transfers on member accounts and must show sound skills to reconcile daily transaction activity as well as open new accounts and perform other MSR duties. The CSR must be organized and efficient to complete a large number of transactions daily and keep files up to date and in order. This person is expected to be friendly, helpful and possess knowledge of the credit union, its philosophy, by-laws, and operational procedures. Overall purpose of this position is to provide accurate, informed, and friendly transaction services to members in both capacities.
PRIMARY DUTIES/RESPONSIBILITIES:
1. Professionally welcome members at assigned station, determine nature of member’s business, process their transaction, provide policy information, and cross-sell credit union products and services
2. Process member transactions such as receiving and disbursing all funds by cash, check, traveler’s check, wire transfer, VISA cash advance and money order; in person, by mail or telephone
3. Answer general questions, handle minor complaints, do basic member account research, and refer to the proper department for solution
4. When needed, open new member accounts and conduct loan interviews and closings within parameters set by the Board of Directors
5. Receive and verify sufficient cash from Teller Manager to handle daily cash disbursements
6. Balance cash receipts and prepare daily cash summary
7. Be able to travel to different SFCU branches in need of MSR/Teller personnel
SECONDARY DUTIES:
1. Maintain legible and accurate transaction records and balance individual cash drawer daily.
2. Answer member account status inquiries in person and over the phone.
3. Complete general typing, filing, computer input, and other duties as assigned.
4. Alternate hours to be available in rotation for maintenance of Saturday hours 9:00am to 12:00pm and Monday through Friday 8:00am to 5:30pm. Rotation schedules are posted.
Salary : $18 - $22