Member Service Associate (Teller) | Clark County

About the role

The Member Service Associate represents the best of Columbia Credit Union and is the first to interact in person with our membership. This position is committed to providing the highest level of individualized service by placing the member first. This role performs a variety of transactions while listening closely to our members unique requirements. They need to be knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. They provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner.

Responsibilities

• Provide an exceptional member experience by adhering to Columbia Credit Union Service Standards.
• Exercise independent judgement within set authorizations.
• Basic knowledge and understanding of how to process member transactions for all foundational products and services.
• Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work.
• Maintain up-to-date knowledge on all credit union products and services and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership.
• Proficient in identifying basic member needs and can make appropriate product/service recommendations.
• Identify and refer members to our business partners in Home Loans and Insurance & Investment.
• Educate and assist members with all digital related products and services.
• Knowledge of and compliance with all regulatory requirements to include Currency Transaction Reporting requirements, the OFAC process and Columbia’s Bank Secrecy Act compliance program.
• Successful completion and understanding of all assigned compliance testing.
• Clear understanding of Robbery procedures and security requirements.
• Positive engagement and participation in cross-functional projects, promotions and training.

Requirements

• A minimum 1 year of experience in retail or similar public facing customer service.
• Proven ability to meet and exceed assigned goals.
• Experience with managing detailed work in a fast-paced environment.
• Demonstrated proficiency and professionalism in verbal and written communication.
• Ability to work well with others and contribute to the success of a team.
• Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed.
• Must be available to attend branch meetings when scheduled.
• Preferred cash handling experience.

Physical Requirements

• Communicate information and ideas clearly for mutual understanding.
• Exchange accurate information effectively in various situations.
• Frequently remain in a stationary position.
• Frequently move around the workspace.
• Frequently operate a computer and other office productivity machinery.
• Rarely ascend/descend a ladder.
• Occasionally position oneself to maintain files or other items.
• Occasionally work in outdoor weather conditions.
• Occasionally move items weighing up to 20 pounds across the office for various needs.
• Occasionally travel between worksites.