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 opportunities to cross-sell and refer Members to appropriate business partners.

Essential Duties

• Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.
• Provides services to Members, including cashier’s checks, money orders, savings bonds, wire transfers, and transactions, additional sub-shares, and debit card issuance.
• Knows all tools, products, and services to answer and assist Members' questions or concerns.
• Uses basic sales techniques to deepen existing Member relationships, often while processing transactions.
• Maintains responsibility for all cash controls and follows proper balancing procedures.
• Identifies Members' needs, cross-sells, and refers Members to appropriate business partners.
• Recommends alternative channels such as online, mobile, and digital solutions.
• Identifies and reports fraudulent activity to prevent potential loss to credit union.
• Affixes receipts, clears blockages, and ensures proper operation of ATM and Teller Cash Dispenser units.
• Ensures confidentiality of all Member and credit union information.
• Efficiently and accurately processes all Member transactions on multiple systems.
• Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance.
• Meets branch-assigned and individual goals related to sales growth.

Qualifications

• Education: Minimum High School or GED related experience and/or training; or equivalent combination of education and experience.
• Experience: Minimum Years of Experience: Not specified.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Physical Demands: The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time.