What are the responsibilities and job description for the Service Representative II (Float Position) position at Universal 1 Credit Union?
Job Description
Job Description
POSITION PURPOSE
Responsible for assisting all members effectively and professionally. This includes upholding the U1 Values,
product and services support, making appropriate referrals, performing transactions, handling balancing,
and providing excellent member service.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Upholds U1 Values
- Trustworthy
- Focuses on compliance and security by following regulations and U1 Procedures.
- Understands NCUA insurance.
- Follow directions.
- Friendly
- Effective and professional relationships with members and all levels of employees.
- Supports and mentors U1 employees.
- Reliable
- Meet deadlines and respond promptly.
- Other projects / tasks assigned.
- Reports to other service centers or locations as needed.
- Assists with training.
Products / Services Support
to current or potential members.
Makes Appropriate Referrals
payments for charged off accounts, hardship requests, total loss accounts, repo,
bankruptcy, deceased accounts with loans)
originations or troubleshooting, ACH affidavit, credit card balance transfer and credit
balance, ATM check deposits, RDC deposits, loan payment or check adjustments)
Transactions
o Membership, checking, savings, money market or certificate accounts (includes
business accounts)
o Specialty Accounts such as trust, estate, IRA, or HSA.
o Address change
o Name change
o Change of account ownership - add owner, POA and Beneficiary
o General account maintenance such as
Order checks
Direct deposit forms
o Deposits
o Withdrawals
o Check cashing
o Cash advances
o Wire transfers
o Account transfers
o Loan payments
o Credit Card payments
o Shared Branching
o Money orders
o Cashier checks
o Close account
o Stop payment orders
o Safe Deposit box activities (if applicable)
o Trusts & Estate
o Deceased accounts
o Payoffs
o Loan disbursements
o Business accounts
Balancing
Lending
inclusive list).
Member Service
electronic tools while maintaining a positive and professional U1 image.
QUALIFICATIONS
Education / Certification :
Experience Required :
Knowledge / Skills / Abilities :
WORK ENVIRONMENT / PHYSICAL ACTIVITIES
Work Environment :
The work environment described here is representative of those an employee encounters while
performing the essential functions of this job. The noise level is usually moderate and typical of those in
a typical office.
Physical and Intellectual Demands :
The employee will stand for long periods, regularly bending, twisting, and lifting up to 25 pounds.
Ability to hear normal conversations, type, pick up small objects, and convey detailed instructions
accurately. Average, ordinary, visual acuity is necessary to prepare or inspect documents.
