Member Service Representative
About the Job
The Role
Job Title: Member Service Rep
Wage Category: Part-time, Non-exempt (Hourly), Approx. 15-30 hours per week.
Title of immediate supervisor: CEO
Primary purpose of job
Determine member needs and process member requests. Support other areas of the Credit Union as needed. Promote use of the Credit Union's products and services.
Principal duties and responsibilities
- Teller - Receive/process transactions, and other duties typical of the position.
- New accounts - Open new accounts and make updates or changes to current accounts.
- Clerical (general) - Prepare and sort mail, basic data entry, typing, filing, copying and other duties typical of the position.
- Support other CU personnel as requested.
- Maintain a solid understanding of regulatory and compliance standards, BSA compliance and reporting and EPCU policies and procedures.
- Know where to locate all policies, rates and promotional items on the documents drive.
- Maintain complete and organized records/files and meet deadlines set by supervisors.
- Maintain 90% proficiency on all training quizzes
- Over/Short outages not exceed 5 per year.
- Cross sell all credit union products/services as appropriate.
- Keep member and Credit Union information and records confidential.
- Other duties as assigned.
Education and experience expected:
- Education: High school graduate or local equivalent
- Computer experience: Basic
- Bank, credit union or cashiering experience a plus
Qualifications:
Able to respond to members requests with tact, diplomacy, and a sense of urgency
Reliable attendance
Be able to adapt to rapid change
Ability to excel in a sales culture
Able to type with accuracy
Cooperate with other staff
Present a professional image
Bondable
Job Type: Full-time
Pay: $14.00 - $16.00 per hour
Expected hours: 40 per week
Benefits:
Dental insurance
Flexible spending account
Health insurance
Paid time off
Vision insurance
Physical Setting:
Office
Schedule:
Day shift
Monday to Friday
Experience:
Banking: 1 year (Preferred)
Cash handling: 1 year (Required)
Customer service: 1 year (Required)
Ability to Relocate:
Petersburg, IN 47567: Relocate before starting work (Required)
Work Location: In person