What are the responsibilities and job description for the Customer Service Representative position at America's First?
Company Overview:
We are America's First, a credit union committed to trust, integrity, and financial wellness. We provide exceptional service and value to our members, treating them like family. Our goal is to offer growth, opportunity, and development for our employees, along with an extensive benefits package.
Job Summary:
We are seeking a Customer Service Representative to join our team. The ideal candidate will be responsible for providing quality service to our membership while conducting front-line transactions. This includes receiving and processing financial transactions, selling consignment items, and transferring amounts from member accounts as directed.
Main Responsibilities:
Performance Measurements:
We are America's First, a credit union committed to trust, integrity, and financial wellness. We provide exceptional service and value to our members, treating them like family. Our goal is to offer growth, opportunity, and development for our employees, along with an extensive benefits package.
Job Summary:
We are seeking a Customer Service Representative to join our team. The ideal candidate will be responsible for providing quality service to our membership while conducting front-line transactions. This includes receiving and processing financial transactions, selling consignment items, and transferring amounts from member accounts as directed.
Main Responsibilities:
- Process financial transactions, including deposits, withdrawals, and loan payments
- Sell consignment items, cashier checks, and travelers checks to members
- Transfer amounts from member accounts as directed
- Balance cash drawer and daily transactions, notifying Head Teller of any discrepancies
- Post transactions to member accounts and maintain member records in accordance with established procedures and guidelines
- Welcome members and provide routine information concerning services, directing them to the appropriate department for specific information and service
- Prepare Currency Transaction Reports and report suspicious activity for Head Teller's review
- Cross-sell Credit Union services
- Perform miscellaneous tasks, including processing night drop and ATM deposits
Performance Measurements:
- Provide friendly, professional, personal service to all members and employees, maintaining a Quality Loop score of 6.7 or higher
- Balance your drawer daily and accurately post transactions with minimal errors
- Proactively seek opportunities to identify appropriate products and services for the betterment of the member
- Maintain a dependable record of attendance and timeliness
- Maintain a professional work environment and businesslike appearance
