What are the responsibilities and job description for the Member Services Representative (Member Services Rep) position at Westerly Community Credit Union?
POSITION
Title
Universal Financial Representative
Department
Branch
Financial
Service
Classification
Non-
Exempt
APPROVED
By
VP
of
Financial
Services
REPORTING
RELATIONSHIPS
Position
Reports
To
:
Financial
Service
Manager
Positions Supervised
: N/A
POSITION
PURPOSE
To
excel
in
the
tasks
specific
to
this
Essential
role,
as
well
as
participate
and
help
develop
our
WCCU
Cares
culture.
You
would be responsible for providing an outstanding five-star service to our members and to our internal staff
(#TeamWCCU).
Your actions will directly contribute to our culture: WCCU Cares: We care about our members,
their financial needs, and our community.
Job Responsibilities include performing all duties of the teller line in addition to providing a full range of services to both members and prospective members in an efficient and professional manner. This position is responsible for identifying member needs and suggesting appropriate solutions, and assisting members either identified by the Financial Services staff or recognized by their own member contact as needing additional help in achieving financial success. Universal Financial Representatives must understand and comply with all
Title
Universal Financial Representative
Department
Branch
Financial
Service
Classification
Non-
Exempt
APPROVED
By
VP
of
Financial
Services
REPORTING
RELATIONSHIPS
Position
Reports
To
:
Financial
Service
Manager
Positions Supervised
: N/A
POSITION
PURPOSE
To
excel
in
the
tasks
specific
to
this
Essential
role,
as
well
as
participate
and
help
develop
our
WCCU
Cares
culture.
You
would be responsible for providing an outstanding five-star service to our members and to our internal staff
(#TeamWCCU).
Your actions will directly contribute to our culture: WCCU Cares: We care about our members,
their financial needs, and our community.
Job Responsibilities include performing all duties of the teller line in addition to providing a full range of services to both members and prospective members in an efficient and professional manner. This position is responsible for identifying member needs and suggesting appropriate solutions, and assisting members either identified by the Financial Services staff or recognized by their own member contact as needing additional help in achieving financial success. Universal Financial Representatives must understand and comply with all