Member Service Associate

About the role

The Member Service Associate role at Notre Dame Federal Credit Union involves meeting and exceeding member service expectations by performing cash handling responsibilities and assigned member service functions efficiently and accurately. This position also includes providing education for members about Credit Union products and services, ensuring excellent service at all times, and contributing to branch sales and service goals.

Responsibilities

• Cash Handling Responsibilities: Accept deposits, perform withdrawals and transfers, cash checks and make loan payments. Sell cashier’s checks, gift cards and other products sold at the teller line. Perform Visa and MasterCard cash advances as well as Equity loan advances. Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments. Accept current and prior year IRA deposits. Follow Credit Union policy when placing check holds and completing Currency Transaction Reports. Responsible for the daily balancing of cash drawer, daily checks, and traveler checks. Cash bonds and update member records accordingly, including but not limited to the tax files records. Verify branch cash shipments and ATM cash deposits. Redemption and Foreign Currency orders. Facilitation of Foreign Check creation. Operate and aid in balancing the coin machine. Assist members in running coin as needed. Operate the cash counter as needed when aiding in branch balancing and auditing.
• Operational Compliance/Audit: Maintain a minimal level of operational errors. Greet all members as they enter the building, be aware of surroundings throughout the business day, acknowledge and understand fraudulent checks, documents and situations as they arise, and protect the members and the Credit Union on a daily basis. Adhere to record retention requirements of Notre Dame Federal Credit Union. Correctly and properly complete all member documentation. Adhere to all BSA onboarding CIP procedures. Abide by and follow Regulation B, Regulation CC and Regulation E. Continuously educate members on Regulation D.
• Member Service: Serve as an expert financial consultant, readily recommending and assisting members with financial literacy via offering products and solutions offered by Notre Dame Federal Credit Union. Aid in handling member issues/concerns/complaints. Actively profile new and current members and cross-sell appropriate products and services to meet member’s needs. Track all referrals and member related issues via sales trackers and production trackers. Order checks for members as requested. Create, maintain and close certificates for members as needed and recommended by the partner. Attend and take online courses as needed and assigned to continually increase knowledge and capabilities within the position. Assist members in balancing check books, reconciling account history and personal financials. Positively promote the organization both internally and externally with all member and/or potential member interactions. Process Debit Card orders, transaction research, travel notifications, log maintenance, disputes, velocity changes and operations of core debit card system Vantiv. Complete Wire Transfer documentation and aid Electronic Services in completing the transfer as requested. Set up and create Automated Funds Transfers (AFT) for depository accounts and loan products. Operate computer to accurately post transactions, open, close and service accounts, access account information, and update member account information. Knowledgeable of branch opening and closing procedures and able to perform these duties as necessary in a safe and secure fashion. Assist with monthly branch audit checklist and other reports and audits as needed. Promote a favorable image of, and goodwill for, the Credit Union in the community.

Qualifications

• High school diploma or general education degree (GED); plus six to twelve months related experience or training; or equivalent combination of education and experience.
• Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence and to effectively present information in one-on-one and small group situations to members, potential members and other partners of the organization.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals is essential.
• Proficiency in Microsoft Excel and Word.
• Experience with standard office equipment and tools, such as personal computer, calculator, fax machine, telephone, photocopier, and scanner.
• Attention to detail and strong analytical abilities are important. Strong understanding of lending is beneficial. Proficiency and experience in all member online access channels is required. Familiarity with the differences in products and services offered by other financial institutions in comparison to those offered by Notre Dame FCU.
• Regularly lift and/or move up to 50 pounds.
• Use hands to finger, handle or feel objects, tools or controls and talk and hear. Sit, walk, stoop, kneel, crouch or crawl.

Skills

Qualified candidates must possess proficiency in Microsoft Excel and Word. A qualified candidate must be able to use the Credit Union's computer system for input/output transactions and general e-mail correspondence. A strong understanding of lending is beneficial. Proficiency and experience in all member online access channels is required. Qualified candidate must also have a familiarity with the differences in products and services offered by other financial institutions in comparison to those offered by Notre Dame FCU.

Benefits

Notre Dame Federal Credit Union offers competitive benefits including health insurance, retirement plans, paid time off, and more. We believe in fostering a supportive and inclusive workplace where our employees can thrive and grow.

Pay

The pay for this position is competitive and commensurate with experience.

Schedule

This position is part-time and hours are flexible based on business needs.