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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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