What are the responsibilities and job description for the Member Service Associate 1 position at Levo Credit Union?
Description
Member Service Associate (MSA) 1 and 2
Department: Member Services
Reports To: Assistant Branch Manager or Branch Manager
FLSA: Non-exempt
Date last updated: 04-01-2024
Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly.
Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements.
Cash checks and complete withdrawals and pays out money after verification of signatures and member balances.
Enter members’ transactions into computer to record transactions and issue computer generated receipts.
Place holds on accounts for uncollected funds.
Order daily supply of cash, and count incoming cash.
Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen.
Explain, promote and sell products or services that will benefit the member.
Research and resolve member inquiries.
Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary.
Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.)
Use CDM/Recyclers to assist members in transactions.
Responsibilities
Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies:
Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments.
Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively.
Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation.
Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings.
Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests
Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.
Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner.
Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections.
Member Service Associate (MSA) 1 and 2
Department: Member Services
Reports To: Assistant Branch Manager or Branch Manager
FLSA: Non-exempt
Date last updated: 04-01-2024
Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly.
Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements.
Cash checks and complete withdrawals and pays out money after verification of signatures and member balances.
Enter members’ transactions into computer to record transactions and issue computer generated receipts.
Place holds on accounts for uncollected funds.
Order daily supply of cash, and count incoming cash.
Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen.
Explain, promote and sell products or services that will benefit the member.
Research and resolve member inquiries.
Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary.
Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.)
Use CDM/Recyclers to assist members in transactions.
Responsibilities
Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies:
Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments.
Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively.
Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation.
Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings.
Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests
Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality.
Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner.
Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections.