Member Relations Specialist II

Summary

The Member Relations Specialist I-III provides outstanding service to our members by promoting Credit Union products and services in support of member’s needs and credit union sales plan, handling cash transactions efficiently and responding to member inquiries. The incumbent will work hard to build the relationship between the member and PriorityONE Credit Union.

Essential Duties and Responsibilities MRS I

1. Provide prompt, professional service that meets the service standards defined by PriorityONE Credit Union.

2. Open, maintain and close all Credit Union products in a timely manner.

3. Handle cash and check deposits/withdrawals properly and efficiently.

4. Issue Cashier’s Checks and Money Orders upon request.

5. Process Visa Cash Advances.

6. Perform basic member service transactions-order temporary debit cards and handle check orders

7. Adhere to all Credit Union policies and procedures.

8. Balance daily teller work accurately and neatly every day

9. Assist with daily ATM, Money Order, Cashier’s Check and end of day branch balancing

10. Prepares correspondence to members in response to inquiries, transactions or products.

11. Ensures adherence with Bank Secrecy Act/Anti Money Laundering guidelines including Currency Transaction Reports (CTR) and Suspicious Activity Reports (SAR).

12. Run OFAC checks as required by policy

13. Pursue training as required to become proficient in areas including but not limited to: Computer proficiency, Policy and Procedures, BAI, Product Knowledge, Cross Offering skills.

14. Cross offer appropriate products and services to members at every opportunity

15. Performs all functions in accordance with all applicable laws and regulations, including but not limited to, the Bank Secrecy Act.

16. May be asked to provide coverage to another branch location at times

17. Other duties may be assigned.

Essential Duties and Responsibilities MRS II

All Essential Duties and Responsibilities of an MRS I plus:

• Answer more detailed questions and solve problems for members and non-members concerning their accounts or services provided by the Credit Union.
• Provide Contact Center assistance upon request
• Perform member service transactions such as ordering checks and Debit Cards as well as handling Stop Payment orders, Wire Transfer requests and more detailed account maintenance.
• Prepare correspondence to members in response to inquiries, transactions or products
• Cross offer appropriate products and services to members at every opportunity
• Provides notary services to Credit Union members
• Process, originate and close loan requests in a timely manner and in compliance with lending policy and procedures
• May be asked to provide coverage to another branch location at times
• Other duties may be assigned.

Supervisory Responsibilities

MRS I/II-Not Applicable

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Pleasant and neat appearance.

2. Good communication skills.

3. Good leadership qualities.

4. Good organizational skills.

5. Ability to acquire and pass on accurate information; ability to read and interpret documents such as procedure manuals.

6. Ability to speak effectively with members or employees of the organization.

7. Ability to add, subtract, multiply and divide using whole numbers, common fractions, and decimals.

8. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.

9. Incumbent must be available to work extended or unusual hours as needed; branch operating hours include Monday through Saturday.

Education and/or Experience

· High school graduate or equivalent

Preferred Experience

· Previous banking/credit union experience as a Teller, MRS or related department

· Has met sales goals in retail or banking environment.

Computer Skills

· Basic Computer skills

· Computer literate "a plus" (Microsoft Word and Excel).

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; talk or hear and taste or smell. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· The noise level in the work environment is usually moderate.

Performs all functions in accordance with all applicable laws and regulations, including but not limited, Bank Secrecy Act.

Pay: $18.80 - $23.85 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance
• Volunteer time off

Work Location: In person

Salary : $19 - $24