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Member Service Representative

Posted: 03/14/2025

Role:
Responsible for accurately processing financial transactions and being an effective source of information for customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and company associates, assuring a positive experience and minimizing wait time.
 
Major Duties and Responsibilities
 

  • Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with members to ensure needs are met and minimize redoing.
  • Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
  • Research, troubleshoot and resolve members and internal inquiries regarding policies, practices and products.
  • Issue Traveler’s Checks and money orders, receive currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures.
  • Receives loan payments and savings deposits from members, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member calculations and validates checks and/or counts cash payments.
  • Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member requests and merchant verifications.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the office of Foreign Assets Control.
 
 
Knowledge and Skills
 
Experience
Cash handling and customer service experience is strongly preferred.
 
Education/Certification/Licenses
A high school diploma or GED required.

Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Other skills
Must be able to operate a computer keyboard by touch and must be proficient with MS Word. Must be detail oriented with numbers. Must be able to stand in place for long periods of time. Must possess basic math skills. Must be able to lift coin boxes and bags that could weigh up to 50 pounds.
 
 Pay
: $18/hr

Full-time vs. Part-time: Full-time