Member Services Representative I (Credit Union Teller)

About the Role

Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services, but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.

Responsibilities

• Greet and interact with members in a friendly and professional manner, ensuring a world-class member experience during every interaction.
• Service members promptly, accurately, and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more.
• Perform a variety of other functions including but not limited to: working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies and is organized and clean.
• Adhere to all credit union policies, procedures, and regulatory requirements, including Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products.
• Maintain an up-to-date and comprehensive knowledge of all credit union products and services handled or promoted by the Member Service Representative I.
• Proactively identify, promote, explain, and cross-sell credit union products and services.
• Balance a cash drawer at the end of each shift, ensuring totals match and resolving discrepancies immediately.
• Establish and maintain effective coordination and working relationships with area personnel and management.
• Keep the Member Service Supervisor and/or AVP, Branch Manager informed of area activities, significant problems, or concerns.
• Maintain predictable and reliable attendance.
• Perform all other duties as assigned.

Requirements

• High school diploma or equivalent is required.
• Cash handling experience is required.
• Previous experience working in a financial institution, retail, or customer service role preferred.

Skills

• Strong verbal communication and interpersonal skills.
• Problem-solving skills and excellent attention to detail.
• Proficiency in basic math and computer applications.
• High level of integrity and professionalism.

Physical Requirements

• Standing for long periods of time.
• Working primarily at a workstation or desk in an open office environment.
• Extensive use of a computer performing standard keyboard functions, requiring repeated motion.
• Some light lifting and occasional lifting/carrying of bags of coin up to 50 lbs.

Benefits

• Paid time off in addition to paid federal holidays.
• Medical, dental, and vision benefits for employees who regularly work 24+ hours a week.
• 401k match.
• Ongoing training opportunities.
• 8 hours of volunteer time with an organization important to you.
• Reimbursement each month for:
  • Gym membership (up to $25).
  • Hobby reimbursement (up to $25).
  • Fresh local foods (up to $25 on a seasonal basis).

Pay

Starting salary: $22 per hour. May be eligible for variable incentive plan.