Reports to: Branch Operations Director
Position Overview: The primary purpose of this position is to assist Members First Credit Union to deliver on its Mission: To encourage a better tomorrow. To achieve this mission the position must deliver on our brand promise: We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. You will do this by living out our core values in every service contact to both internal and external members.
- Trustworthy
- We deliver excellence through knowledge.
- We can be depended upon to do the right thing.
- We believe in exceeding expectations.
- Caring
- We are committed to encouragement and the power of positivity.
- We respect all people, without judgment.
- We give the best of ourselves when we join together.
- Enthusiastic
- We are hardworking, passionate people.
- We encourage maximizing happiness and fun.
- We thrive by finding new ways to help.
Major functions:
- Deliver on the Credit Union’s Promises in every service situation
- Develop and Maintain an effective level of product knowledge
- Identify members’ financial needs and recommend appropriate Credit Union solutions
- Maintain, operate, and balance a cash drawer daily
- Travel is required to various branch locations to cover shortages in staffing
Member Service Representative:
- Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions
- Remind delinquent members that their payments are due
- Maintain Sales and Service Performance Expectations
- Process member’s cash and check transactions, to include deposits, withdrawals, check cashing and loan payments.
- Handle inquiries on member’s accounts, statements, and histories.
- Process check orders as needed
- Sell Visa Gift and Travel Cards and cashier’s checks/money orders.
- Collect any fees as required for services.
- Answer phones and handle inquires.
- Process mail as needed
- Assist other departments with clerical duties as required.
General Sales Expectations:
- Successfully use effective Sales Champion skills and behaviors
- Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing.
- Assist with the onboarding process that continues to build relationship with new members.
- Make sure members are being fully served
Other:
- Answer telephones and handle member inquiries
- Process mail as needed
- Attend education functions as required
- Other duties that may be assigned from time to time.
Performance Standards:
- Strive to exceed credit union, department, and personal goals
- Team oriented
- Dependable
- Highly organized
- Produces accurate work results
- Readily keeps others adequately informed
- Presents a professional image
- Maintains a high level of knowledge about credit union philosophy, products and services
Education Requirements:
Minimum high school graduate or equivalent.
Experience:
- Ability to operate a 10 key calculator and a typewriter
- Six months previous cash handling experience
- Experience operating a personal computer
- Experience with Microsoft Word and Excel
- Ability to communicate with members and other staff – clearly and concisely
- Good working knowledge of all credit union products and service
Qualifications
Education
Required
High School or better.
Experience
Preferred
- Six months previous cash handling experience
