Member Services Officer 2

About the role

The Member Services Officer 2 plays a crucial role in the Credit Union, providing a wide range of banking transactions and assistance to members. This position also involves opening new memberships, preparing and processing transactions, assisting in branch training, and promoting Credit Union services.

Responsibilities

• Opens new membership and share accounts and closes all accounts.
• Performs basic banking transactions such as deposits, withdrawals, transfers, and loan payments.
• Prepares and processes transaction requests by telephone and mail.
• Prepares authorized account charges.
• Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.
• Proactively responds to members' inquiries and requests using product knowledge.
• Approves transactions within authorized limits.
• Actively explains, promotes, and cross-sells Credit Union services, products, programs, and investment opportunities.
• 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.
• Assists in the training of new employees in the branch.
• Remains current on knowledge of Credit Union policies, procedures, and services.
• Performs duties as assigned by management and may be assigned to work at any branch.

Requirements

• Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
• Successful completion of core competencies certification.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Successful completion of Member Services Officer Level 2 certification.

Qualifications

• Education and experience: Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
• Certifications/licenses: None.
• Other skills and abilities: Successful completion of pre-employment testing. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations.