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Role:
Assists members and potential members with their Credit Union needs; explains services, sets up new sub savings accounts, troubleshoots problems, and directs members to the appropriate staff.
Essential Functions & Responsibilities:
- Receives and processes member financial transactions, including check cashing, deposits, withdrawals, transfers, loan and credit card payments, cash advances and line-of-credit advances. Sells money orders, cashier checks, and stamps. Balances cash drawer and makes settlement of daily activity.
- Assists members with opening sub savings accounts; assists members with home banking resets, ordering checks; answers questions about products and services and resolves member problems; refers problems that are beyond their authority to direct supervisor and/or branch manager.
- Identifies appropriate member service and lending cross-sell opportunities; cross-sells Credit Union products and services to the members.
- Maintains member account information on computer system.
- Performs a variety of miscellaneous duties including typing, copying, scanning, computer input and answering the telephone.
- Performs other related duties as assigned.
Performance Measurements:
Knowledge and Skills:
Experience: One month to twelve months of similar or related experience (preferred).
Education: A high school education or GED.
Interpersonal: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Good oral and written communications skills. Intermediate computer skills in Windows and Microsoft Office. Able to operate a 10-key calculator, typewriter and possess intermediate keyboarding skills. Able to navigate Internet sufficiently to use 3rd party vendor programs.
Physical Requirements:
- Standing at a work station for long periods of time.
- Working for extended periods of time as necessary to accomplish objective, goals and projects.
- Repetitive motion. Substantial movements (motions) of the wrist, hands and/or fingers.
- Reading documents and procedures necessary to the daily performance of essential functions.
- Operating standard office equipment, including a personal computer, telephone and photocopier.
- Occasionally lifting boxes or equipment weighing up to 50 lbs.
- Driving personal vehicle and traveling for moderate periods of time.
Full Time
$31k-38k (estimate)
06/04/2024
06/23/2024
natcocu.org
RICHMOND, IN
25 - 50
1945
CINDY GRIBBEN
$5M - $10M
Banking
Natco Credit Union is a banking company based out of 240 E 30th St, Connersville, Indiana, United States.
The following is the career advancement route for Member Service Representative I positions, which can be used as a reference in future career path planning. As a Member Service Representative I, it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Service Representative I. You can explore the career advancement for a Member Service Representative I below and select your interested title to get hiring information.