Member Services Officer 1

About the role

The Member Services Officer 1 provides services to members by performing banking transactions, preparing and processing transaction requests, and actively explaining, promoting, and cross-selling Credit Union services, products, programs, and investment opportunities.

Responsibilities

• Performs banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
• Prepares and processes transaction requests by telephone and mail.
• Prepares authorized account charges.
• Processes money orders, cashier’s checks, and other services.
• Actively explains, promotes, and cross-sells Credit Union services, products, programs, and investment opportunities.
• Proactively responds to members’ inquiries and requests using product knowledge.
• Affords assistance in completing forms and documents.
• Solves errors and member concerns in a timely manner.
• Balances cash and coin accurately and maintains appropriate cash levels within limits.

Requirements

• Relevant customer service and/or cash handling experience in a retail or banking environment.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.

Qualifications

• Successful completion of core competencies certification.
• Completion of New Employee Training Program.

Skills

• Operates a variety of office equipment and machines.
• Ability to travel, attend, and participate in training and meetings at various locations.

Benefits

CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.