MEMBER SERVICE REPRESENTATIVE FLOAT

Primary Duties

• Maintains high accuracy in handling of all transactions and assigned duties, especially those dealing with cash and members' accounts.
• Remains compliant with credit union check handling policies.
• Maintains referral/sales goals such as deposits, loans and other services at the acceptable level as determined by the credit union.
• Greets member with a smile and refers to the member by name as appropriate while conducting transactions in order to maintain service goals at the acceptable level as determined by the credit union.
• Serves members at assigned station and determines the nature of the members' business.
• Handles numerous personal and business account transactions including but not limited to: Savings Bond and redemption for both members and non-members, Visa Cash Advances for members and non-members, ATM processes such as card issuance, qualification, and lost and stolen cards, Handling applications for new remote delivery products; resolves or reports service failures pertaining to existing services.
• Closes accounts using credit union defined procedures.
• Processes transfer requests including payroll setups and allocations, ACH Origination and Loan Payments.
• Processes account maintenance requests such as name and address changes, changes of ownership and adding of club and money market accounts, using required identification, verification and screening procedures.
• Receives share and IRA deposits loan payments in person or by mail; prepares proper receipt.
• Processes cash and check withdrawals and processes transfers between accounts.
• Handles member reported fraud claims pertaining to stolen or lost ATM cards, ACH transactions and check forgery.
• Opens and closes the computer terminal and accounts for assigned cash and transactions and balances to the terminal close report on a daily basis; remits receipts to Payments Solutions.

Other Duties

• Maintains overall knowledge of the resources and services of the Credit Union as front-line first contact with members.
• Confidentiality Requirements: Must keep members' transactions and other Credit Union business in strictest confidence.

Qualifications

• Prerequisite Education: High school diploma or equivalent.
• Prerequisite Requirements Of The Position: Accuracy in the handling of cash and recording daily transactions; the ability to properly receive members, either by telephone or in person; mental alertness; neatness in appearance, punctuality; a cooperative attitude in relations with members and other employees.
• Must be proficient in the use of a calculator.
• Must be available for additional training in branch operations and Seven Seventeen Credit Union's services.

Required Knowledge, Skills And Abilities

• Customer service attitude and skills to include: Team player attitude, commitment, patience, enthusiasm, creativity, listening, comprehension, initiative, cooperation, attention to detail, resourcefulness.
• Professionalism to include: Confidence, good judgment, appropriate demeanor and appearance; ability to interact with employees and members.
• Skills to include: Problem solving, decision making, time management, interpersonal communications, organization.
• Understands the effects of member requests as they relate to individual accounts and takes appropriate actions to complete such requests; conversant in alternatives to steer the member to the correct department in the Credit Union that has the knowledge or expertise desired by the concerned member.
• Proven ability to perform proficiently in a Windows based environment.

Physical, Mental or Visual Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to: stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk or hear, taste or smell.
• This job regularly requires the employee to lift _1__ to _10_ pounds __5_ times per day.
• Specific vision abilities required by this job include: close vision, distance vision, color vision, peripheral vision, depth perception, the ability to adjust and focus.

Working Conditions

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.