Member Services Representative

Located in Billings, MT

Consistently provides high quality member service.  Accurately perform requested transaction for members. Maintain accurate transactional records in accordance with credit union policies and procedures.

 

DUTIES:

• Explain and cross-sell products and services that are available at the Credit Union
• Answer member questions and direct unanswerable questions to the appropriate department
• Ensure that all information and transactions regarding Credit Union members are kept confidential
• Maintain a courteous and professional attitude with all people, including fellow employees, members, management, staff, board members, and outside vendors
• Count, verify and package coins and currency
• Perform all forms of over-the-counter and mail transactions
• Balance cash drawer to teller close report. Research and resolve balancing discrepancies
• Examine checks for endorsements and negotiability
• Process checks and other documents through imaging system as required for retention compliance
• Answer phone lines: Assist with member transactions, questions, problem resolution or transfer calls to appropriate staff
• Maintain current knowledge of Credit Union philosophy and all Credit Union services, policies, and procedures
• Strictly adhere to established security and regulatory procedures
• Maintain the security of the work area and ensure that it presents an organized and neat appearance
• Report member complaints or account discrepancies to supervisor
• Cooperate with required audits and examinations
• Protect and respect Credit Union equipment and supplies
• Report to work on time and as scheduled
• Adhere to the Credit Union dress code
• Attend meetings as directed
• Perform other duties as directed by the Operations Manager

 

These duties are normal for this position.  These are not to be construed as exclusive or all-inclusive.  Other duties may be required and assigned.

 

TRAINING AND EXPERIENCE: 

· High school diploma or the equivalent

• Cash handling experience preferred
• Experience in a Financial Institution preferred
• Retail sales background desirable
• Experience in a position involving extensive public contact

 KNOWLEDGE and ABILITIES:

• Excellent oral and communication skills
• Basic bookkeeping principles
• Ability to operate a personal computer
• Ability to operate an adding machine
• Ability to follow oral and written instructions

 

SPECIAL FACTORS AND PHYSICAL DEMANDS:

• Requires being under constant pressure for absolute accuracy within time limitations
• Requires working with disgruntled members and frequent interruptions
• Ability to lift and/or carry up to 50 pounds
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
• Sitting – 10%; standing and walking - 90%
• Hearing, visual, and verbal ability required

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