MEMBER SERVICES REPRESENTATIVE II / TELLER II

Hours: Monday-Friday; 8:30am - 5:00pm | Rotating Saturday's 9:00am - 1:00pm

Location: 2400 W Bridge Street, Owatonna MN

Who we are:

At HomeTown Credit Union, we make a difference for our staff, members, and the community by living out our Core Values of Integrity, Commitment, Member Advocacy, Education and Community. We encourage employee engagement in their career, self-motivation, and self-improvement to continue to learn and grow with the organization.

For almost 50 years, HomeTown Credit Union has been leading the charge to offer financial education in our communities and is here to be a trusted partner for financial success. Our staff and volunteers work hard to fulfill this mission every day.

What will you do:

You will serve as the primary point of contact for members and provide excellent banking services in a professional, courteous manner. Develop trust and strengthen relationships with members by educating and recommending products and services that will help them achieve financial success.

Your responsibilities will include, but are not limited to:

• Confidentiality of member information is required.
• Process member transactions in an efficient and accurate manner according to policies and procedures.
• Maintain an ongoing knowledge of the member services platform such as transactions, account maintenance, online services support, etc.
• Balance personal cash drawer/cash dispenser within cash policy guidelines.
• Assist in balancing the vault and verifying cash deliveries.
• Assist in performing branch opening and closing procedures.
• Handle member inquiries and direct inquiries to other staff as appropriate.
• Assist Branch Manager in federal cash order on a weekly basis as needed.
• Ensure check processing duties are completed daily.
• Support the Business Plan through increasing products and services per member, by recognizing their needs and proactively referring them to the Member Relationship Builders.
• Assist in setting personal referral goals and develop strategies to achieve those goals.
• Track personal referral goals and provide progress reports to your manager on a regular basis.
• Assist MSR I and MSR Interns with check approval, balancing issues, and transaction override decisions.
• Provide backup assistance to the MRB team with basic new account and account maintenance transactions.
• Assist in the development of policies and procedures as they pertain to member services.
• Assist in the development of new products and services.
• Support the strategic direction of the Credit Union and the Business Plan Goals.
• Project a positive, professional image while working and within the local communities we serve.
• Project warmth and competence both in person and over the phone.
• Work in an environment that demands resourcefulness and flexibility.
• Be knowledgeable of and adhere to all Credit Union policies and procedures.
Perform other duties as assigned.

What you have:

• High school diploma or GED
• 1 year of related work experience
• 2 years of customer service experience
• 1 year Credit Union or Banking experience
• Proficient with Microsoft Office (Outlook, Word, Excel, etc.
• Understanding the Credit Union service industry
• Excellent customer service skills
• Collaborative attitude and team player
• Ability to learn new computer software and become proficient.
• Handle change in a positive manner
• Ability to work in an environment of urgency, which demands flexibility and on-the-spot sound decision making.
• Ability to remain professional and courteous with others in stressful, high-pressure situations.
• The ability to work independently, utilizing analytical skills, organizational techniques, and the effective use of time management.
• Ability to actively listen by giving full attention to what other people are saying, taking time to understand the points being made, and asking appropriate questions.
• Ability to communicate effectively via phone, email, MS Teams, etc.
• Detail orientated with the ability to multi-task, prioritize activities and manage change.
• Excellent communication skills, including listening, writing and presentation.
• Be self-motivated and demonstrate a desire for self-improvement.
• Sitting or standing at a workstation for extended periods of time. (4, 6 or 8 hours)
• Working on a computer throughout the day. (Monitor, keyboard, and mouse use)
• Ability to listen and focus for long periods of time.
• Ability to move up to 30 lbs.


What we offer:

• Health insurance
• Vision insurance
• Dental insurance
• Life insurance
• Short and long-term disability insurance
• 401(k) matching program
• Tuition Reimbursement
• Professional development assistance
• Paid time off

HomeTown Credit Union is an equal opportunity employer. We evaluate qualified applicants without regard to race, age, color, religion, sex, national origin, disability, veteran status, and other protected characteristics.