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Member Services Representative AM

OKUNITY FEDERAL CREDIT UNION
Posted a month ago, valid for a month
Location

Stillwater, OK 74077, US

Salary

Competitive

Contract type

Part Time

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Sonic Summary

info
  • The position of Member Services Representative I is a part-time role located in Stillwater, OK, requiring 20 to 25 hours of work per week, primarily during weekday mornings and two Saturdays a month.
  • The role involves assisting members with financial transactions, maintaining compliance with various regulations, and providing excellent customer service.
  • Candidates should have up to six months of related experience and a high school diploma or GED.
  • The job requires strong attention to detail and the ability to balance cash drawers and process transactions accurately.
  • The salary for this position is not specified in the job description.

Job DetailsJob Location: Stillwater, OK 74075Position Type: Part TimeJob Shift: DayMember Services Representative I - Part Time (20 to 25 hours per week)  Monday - Friday 7:45am - 1:00pm and Two Saturdays a month  8:45am -1:00pm   ROLE: To assist members with their financial transactions, involving paying and receiving cash and other negotiable  instruments. To adhere to Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of  CTR, Monetary Instrument Log, following the Customer Identification Program for new customers, monitoring  for and reporting suspicious activities to Supervisor or Compliance Officer.  ESSENTIAL DUTIES AND RESPONSIBILITIES:   • Receives and processes customer financial transactions, including deposits, withdrawals and loan  payments; sells gift cards & corporate checks to members; transfers funds from member accounts as  directed.   • Balances cash drawer and daily transactions.   • Post transactions to member accounts and maintain member records.  • Welcomes members and provides routine information concerning services and directs members to  appropriate departments for specific information and service.   • Cross-sells Credit Union services.   • Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the  telephone.  • Performs other job-related duties as assigned and adhere to all BSA procedures put in place by the  Credit Union.  • Ability to work a minimum of two Saturdays per month.  KNOWLEDGE/SKILLS/ABILITIES:   • Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with  others inside and/or outside the organization, generally regarding routine matters for purposes of giving obtaining information which may require some discussion.  • Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and  names.  • Provide friendly, professional, personal service to all customers and associates  • Balance your drawer daily, staying within the Member Services Outage Policy  • Process a minimum of 10 transactions per hour.  • Accurately post transactions.  • Troubleshoot and resolve customer and internal inquiries in a timely, friendly and accurate manner. • Proactively seek opportunities to identify appropriate products and services for the betterment of the  customer.  • Maintain a dependable record of attendance and timeliness.  • Maintain a professional work environment and businesslike appearance.   QualificationsQUALIFICATIONS:   • Up to six months of similar or related experience.  • A high school education or GED




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