Member Experience Representative (Floating)

Position Summary

The ideal candidate provides exceptional Member experience throughout our communities. Processes financial transactions, assists with Member inquiries, and identifies and reports fraudulent activity.

Essential Duties

• Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries.
• Maintains accurate records and balances daily transactions.
• Provides services such as cashier’s checks, money orders, savings bonds, wire transfers, and additional sub-shares.
• Knowledgeable in all tools, products, and services to answer and assist Members' questions or concerns.
• Uses basic sales techniques to deepen existing Member relationships.
• Identifies Members' needs, cross-sells, and refers to appropriate business partners.
• Recommends alternative channels like online, mobile, and digital solutions.
• Reports fraudulent activity to prevent potential loss to the credit union.
• Affixes receipts, clears ATMs and Teller Cash Dispenser units, and ensures transaction accuracy.
• Reviews and maintains knowledge of products, fees, and policies.
• Meets branch-assigned and individual sales goals.
• May be required to travel to alternate work locations based on business needs.

Qualifications

• Minimum High School or GED related experience and/or training; or equivalent combination of education and experience.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to interpret instructions, understand policies and procedures, and communicate policies and procedures to Members in an easily understandable and professional manner.
• Must comply with all BSA and AML laws and regulations, as they pertain to federal guidelines and internal policies and procedures.