Member Service Representative
Company: Consolidated Federal Credit Union
Location: Hood River
Posted on: May 16, 2022
Job Description:
Job DescriptionSummaryConsolidated Community Credit Union
(CCCU), a mid-size, not-for-profit financial co-op based in
Portland, OR, is seeking a Member Services Representative I to join
their fast-paced, growing team. As an MSR I, you will establish,
retain, and deepen member relationships by providing exceptional
service through every in-person, phone, and online interaction.
Duties include performing routine financial and monetary
transactions accurately in accordance with established policies,
procedures, and authority levels; initiating referrals and
cross-sell opportunities for products and services based on member
needs; and ensuring proper data collection and compliance with
Federal, State, and Credit Union requirements, while maintaining
accuracy. Must be an excellent communicator and have a passion for
genuinely helping people. This job comes with a competitive salary,
perks, and benefits, including 401(k) and pension options. Job
Responsibilities & Skills
- Process member transactions including but not limited to
accepting deposits and payments, issuing cashier's checks, and
performing withdrawals, within authority limits.
- Maintain knowledge of CCCU's products and services, and connect
them with the individual needs of members.
- Manage and balance cash drawer daily while adhering to
policies, procedures, and assigned cash limits.
- Assist members with problem resolution by troubleshooting a
variety of services and systems and directing them to the
appropriate person or department in an efficient and timely
manner.
- Stay informed on operational updates, marketing campaigns, and
promotional products and services to support branch and
organizational goals.
- Complete check scanning as well as scanning of daily work and
other credit union documents.
- Balance ATM at the branch in dual control, and process ATM
deposits.
- Provide assistance with other operational functions such as
account processing, wire transfers, Visa questions, credit/debit
card processing, IRA transactions, mail and night drop
postings.
- Other duties as assigned. Knowledge, Skills, & Abilities
- Excellent email, phone, and PC skills (Microsoft Office Suite),
with the ability to learn new software and process high-volume
transactions through the use of technology.
- Strong ability to multi-task while maintaining attention to
detail and performing follow-through on problems through
resolution.
- Excellent communication skills including effective listening,
speaking, problem-solving, and tact in dealing with internal and
external members and colleagues.
- Ability to maintain privacy and confidentiality.
- Must be reliable and dependable in being at work, being on
time, and meeting deadlines.
- Comprehend and adhere to all company-wide and
department-specific policies and procedures.
- Ability to maintain and foster positive relationships with our
members, sponsoring companies, and other employees of
CCCU.Education, Experience, & Certifications
- Must have a minimum of six months of work experience in a
fast-paced customer service role that includes experience assisting
customers in person.
- Must have strong communication and interpersonal skills and
experience using technology to perform work.
- Experience in cash handling and/or balancing a cash drawer is a
plus. Physical Requirements
- Repeating motions that may include the wrists, hands, and/or
fingers.
- Ability to use keypad and keyboard and mouse for extended
periods of time.
- Vision and hearing to normal range (or corrected).
- Adjusting, lifting, carrying, or pushing/pulling objects up to
25 pounds in all directions.
- Remaining in a stationary position, often standing or sitting
for prolonged periods.
- Moving about to accomplish tasks or moving from one work site
to another.
- Other
- Occasional shift rotation - may require earlier or later
hours.
- Occasional travel to other branch locations. Other Requirements
- Must be bondable - credit and background check required.
- Reliable transportation. Employees must be able to infrequently
travel between branches.
- Ability to follow all Credit Union policies and procedures as
well as all banking regulations and federal, state, and local
laws.NOTICE You are required to follow any other instructions and
to perform any other job-related duties. Requirements are
representative of minimum levels of knowledge, skills, and/or
abilities. To perform in this position successfully, you will
possess the abilities and aptitudes to perform each task
proficiently. Ability means to possess and apply both knowledge and
skill. All requirements are subject to possible modification to
reasonably accommodate individuals with disabilities. Some
requirements may exclude individuals who pose a direct threat or
significant risk to the health and safety of themselves or other
employees. This position description does not create an employment
contract, implied or otherwise, other than an "at-will" employment
relationship.
Keywords: Consolidated Federal Credit Union, Gresham , Member Service Representative, Sales , Hood River, Oregon
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