Member Service Representative (FT40)

Position Title:

Member Service Representative

Reports To:

Branch Manager and/or Director of Teller/Member Service Operations

Basic Function:

Opens new Credit Union memberships and acts as a liaison between the member and Credit Union to assist the member with their financial needs and/or account questions.

Responsibilities:

• Greets members as they enter the lobby in an outgoing, courteous manner.
• Cross-sells every product and service as needed to meet the financial needs of the individual member.
• Reviews membership applications for approval. Opens and provides information on all RRCU account types.
• Assists members with direct deposits, IRAs, CDs, check orders, address changes, automatic transfers, wire transfers, and other financial needs.
• Instructs members on the proper use of the Audio Response System, Home Banking, Bill Payer, plastic services (ATM/ITM, Check Card, and Gift Cards) and Moneyline transfers.
• Prints and reviews member statements or account histories and provides counsel to members regarding the activity of their accounts.
• Makes correction to accounts as needed. Alert to warnings of fraud and able to detect and avoid possible fraudulent activity.
• Responsible for the security of their own negotiables until signed over to the proper designated employee.
• Provides daily entry to safe deposit boxes in accordance with rules and regulations.
• Must set an example of professionalism.
• May serve as a RRCU notary.
• When necessary, in branches, may perform loan processing duties to assist Branch Manager and/or Loan Officer.
• Adheres to all Red River Employees Federal Credit Union policies and procedures.
• Performs other related duties as assigned.

Qualifications:

• One or more years of experience with a financial institution or a credit union, working in a teller and/or customer service-related position.
• High school diploma or the equivalent, with some college preferred.
• Competent computer skills and use of standard office equipment.
• Friendly, outgoing, well-groomed, tactful, compassionate, enjoys public contact, reliable, flexible, alert to member needs, and aware of surroundings.
• Ability to meet, speak, and deal effectively with people, being professional always.
• Must maintain a neat and professional appearance.
• While the following list is not exhaustive and may be supplemented, identified physical requirements include being able to work at quick and steady pace, climb occasionally on safe deposit box ladder, sitting, bending, and the ability to communication effectively. Some lifting, not to exceed 25 pounds.
• Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.