Full Time Time Member Services Rep I

About the role

This part-time position is up to 24 hours per week, in various locations. Travel is required to other locations and employee must be able to work flexible schedules to meet the needs of each branch location. Reliable transportation is also required.

Responsibilities

• Open all deposit type accounts and services, including:
  • Certificates of Deposit
  • Savings Accounts
  • NOW Checking Accounts
  • Money Market Accounts
  • Club Accounts
  • ATM Cards
  • Debit Cards
  • On-Line Banking
  • Individual Retirement Accounts
• Perform maintenance on accounts to set up payroll deductions, make address and title changes, or other maintenance as needed.
• Answer member questions and resolve member problems within the scope of policy and procedure, referring exception cases to supervisor.
• Comply with applicable regulations such as Truth in Savings.
• Determine cross-sell opportunities and sell other Credit Union products to members when appropriate.
• Compliance with Bank Secrecy Act, OFAC, and USA Patriot Act, including:
  • Customer Identification Program for new members
  • Accurate completion of new account activity profile
  • Reporting suspicious activity to supervisor
• Perform other related duties as assigned or requested.

Requirements

• One year of teller experience.
• Good communication and organizational skills.
• Proficient computer skills and working knowledge of MS Office.
• Experience with specialized products, service, regulatory, and sales training preferred.

Qualifications

• High school diploma or equivalent.

Physical Demands

• Must be able to operate routine office equipment including computer terminals, keyboards, telephones, copiers, facsimiles, and calculators.
• Must be able to travel off-site whenever required or requested by management.
• Must be capable of regular, reliable, and timely attendance.

No direct reports or supervision responsibilities.