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.
