Floating Member Service Rep II

About the role

To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Responsibilities

• Receives and processes customer financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Post transactions to member accounts and maintain member records.
• Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.
• Cross-sells Credit Union services.
• Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Other duties as assigned.

Performance Measurements

• To provide friendly, professional, personal service to all customers.
• To balance at least XX% of the time, being no more then $X off and with total offages not to exceed $XX in a X month period.
• To handle an established XX% of branch/department transactions as determined by department head to be measured in performance evaluation goals.
• To strive for posting accuracy, measurement to be determined by department head and to be measured in performance evaluation goals.
• To troubleshoot and resolve customer and internal inquiries in a timely, friendly and accurate manner.
• To make a minimum of X sales referrals per month.
• To make a minimum of X investment referrals per month.
• To maintain a dependable record of attendance and timeliness.

Requirements

• Experience – Three years to five years of similar or related experience.
• Education – A high school education or GED.

Skills

• Interpersonal Skills – Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Other Skills – Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.

Physical Requirements

Work Environment