Member Service Representative I

Position Summary

Demonstrates a professional image of the credit union to members while performing a variety of member service functions. Under general supervision of the Branch Manager, and in conformance with established policies and regulations, matches credit union products and services to member needs. Maintains an acceptable degree of accuracy and maintains high quality member service. Assist at other offices as needed. 

Duties and Responsibilities

Teller:

• Receives and disburses funds.
• Cashes checks.
• Processes loan transactions.
• Answers phone inquiries.
• Cross sells products & services.
• Maintains & secures a safe environment.
• Understands and follows the CU’s BSA-AML compliance program including but not limited to:

• Filing Currency Transaction Reports.
• Filing Suspicious Activity Reports.
• Conducting OFAC checks in accordance with the CU’s OFAC screening procedures.

• Processes mail.
• Balances and is responsible for cash drawer.
• Performs member document filing.
• Cross trains in office operations.
• Helps balance branch ATM/Kiosk and night drop.
• Performs other duties as assigned.
   

New Accounts/Loan Interviewing:

• Begins the process of learning how to open accounts.
• Begins the process of learning how to process loan applications and fund loans.

Education/Experience Requirements

• High School diploma or equivalent.
• 1-year financial institution experience preferred.
• Ability to operate computer terminal and general office equipment.
• Excellent member service and sales skills.
• Type 20 wpm.
• Interpersonal communication & problem-solving skills.
• Balancing and transaction accuracy.

Working Conditions/Physical Demands

• Works in an office environment, requiring the use of office equipment, such as personal computers.
• May travel to other branches when needed.

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Team Member Signature                                            Date

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Manager Signature                                                     Date