Member Service Representative
About this role
We are recruiting for a Member Service Representative (33.5, up to 40 hours per week) for our Woodland Branch. If you thrive on providing top-notch service, love helping your community, and enjoy teamwork, then we might be a great fit for each other.
Essential Duties and Responsibilities:
• Provide high quality member service by conducting teller transactions in an efficient and accurate manner. • Possess an effective knowledge of our products and services with special emphasis on how each will improve our members’ financial success. • Welcome walk-in members with a professional and courteous greeting. • Receive and pay out currency, keep accurate records of currency and negotiable instruments involved in financial transactions, and participate in all sales promotion and marketing campaigns as directed. Identify and act upon additional cross-sell opportunities. • Balance currency, coin, and checks in cash drawer at end of each shift and adhere to cash balancing standards. Maintain accurate records of transactions and account for all receipts and disbursements. • Perform routine clerical support tasks related to the teller function including but not limited to opening/distributing mail, stuffing envelopes, and processing address or email change requests. • Operate and maintain equipment such as coin sorter, night depository, Cash Recycler (ECR) and Automated Teller Machine (ATM). • Assist members with safe deposit boxes and ensure that agreements are complete and accurate according to policy. • Accept orders for checks, ATM/Debit cards, Visa cards, and electronic wires by ensuring that required forms are accurate and complete. • Effectively conduct needs-based interviews with current and potential members to cross-sell appropriate products and services.
Regular and punctual attendance is an essential function of this position.
Requirements:
*Must be authorized to work in the United States. Must be located within 50 miles of Yolo County, CA or must be willing to relocate
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED) required along with a minimum of one year experience in a customer service related role. Prior working experience with a credit union or financial institution preferred.
LANGUAGE SKILLS: Ability to read and interpret documents such as operating policies and procedure manuals. Ability to comprehend instructions, correspondence, and memos. Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.