Member Services Representative I

Member Services Representative I 

Morgan Hill Branch 

Position Summary:   

The Member Services Representative I provides personalized service to members in order to attract, enhance and retain member relationships. These relationships are enhanced through the cross-selling of credit union products and services to meet all the members’ financial needs. The Member Services Representative is expected to know the detailed features and benefits of all credit union products and services available and present them in a professional manner. 

Essential Duties and Responsibilities:

• Receive and process banking financial transactions, including deposits, withdrawals and loan payments, as well as processing cashier’s checks to credit union members.
• Analyze member’s banking financial needs and effectively cross-sell credit union products and services through referrals to Financial Service Representatives.  
• Ensure accuracy in all banking transactions and follow all established cash-handling procedures and balancing requirements.
• Effective communication with the branches they are covering and supporting.
• Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payment.
• Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
• Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers and co-workers.
  

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.    

Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Due to the responsibilities and requirements of this position, remote work (telecommuting), including hybrid schedules, is not supported. This role requires 100 percent on-site presence. Duties, responsibilities and activities may change at any time with or without notice.          

Minimum Qualifications:    

• High School degree or equivalent required.      
• Cash handling and customer service experience is strongly preferred.   
• Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.   
• Must be PC literate; experience with banking software a plus.      
• Verifiable job history showing stability, consistency, dependability and accountability.      
• Must be available to work Saturdays.            

Do you want to be valued as an employee?    

Employees are Meriwest’s most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. We are committed to removing barriers to access and enhancing opportunities for all individuals based on merit and potential. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Member Services Representative I position is a Grade 5. 

• Target Range: $21.97 to $27.46*