POSITION PURPOSE
This position performs a broad variety of member service functions and fulfills service requests from frontline departments, including opening and closing CD’s,/IRAs/HSAs/Coverdell/Custodial accounts; processing checks for payoffs; assisting with Conservator/Trust/POA’s and other types of legal documents, and tasks related to opening and processing new accounts. In addition, this position answers member questions regarding Credit Union services provided and performs a variety of account maintenance duties.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: Knowledge of Financial Service Representative operations and procedures. Basic understanding of financial institution operations.
Experience Required: One to three years prior experience helpful, particularly in a financial institution setting. Abilities generally acquired on the job.
Skills/Abilities: Good communication and people skills. Professional appearance, dress and attitude. Good math skills. Ability to operate related computer applications and business equipment.
