Member Services Representatives

Region: Portland, OR

About the role

Performs all types of monetary and non-monetary transactions within established limits to prevent fraud and losses. Maintains and balances assigned cash drawer daily, follows security procedures, and adheres to assigned cash limits.

Responsibilities

• Recognizes members’ needs to proactively open, maintain, and update personal accounts and refer members to other services such as loan and investment services.
• Provides information on marketing promotions to effectively offer all Credit Union products and services, utilizing the Credit Union’s refer program.
• Offers routine information on credit union services, policies, membership eligibility, types of accounts, and inquiries regarding account balance, status, and history.
• Completes appropriate documents and refers them to Accounting/Electronic Services for assistance when necessary.
• Completes job assignments delegated by their Supervisor.
• Responsible for complying with all laws, statutes, rules, and regulations governing the credit union, including Bank Secrecy Act provisions of the US Patriot Act.
• Participates in required meetings and training.
• Performs other duties as assigned by management.
• Backs up Receptionist as needed (at Main Office).

Requirements

• Minimum of six months in a banking or credit union environment.
• Knowledge of advanced cross-servicing techniques to competently serve members.
• Excellent computer skills with knowledge of Microsoft Office software.
• Strong organizational and analytical skills to resolve member/staff questions or problems.
• High degree of accuracy in handling cash, balancing a cash drawer, and entering member transactions into the computer.
• Excellent written and oral communication skills.
• Strong interpersonal skills to professionally represent the Credit Union and interact daily with staff and management.
• Ability to exercise judgment and maintain confidentiality in dealing with membership and staff.
• Ability to complete or resume tasks despite interruptions.

Physical Demands

• Required to sit for extended periods and occasional walking to provide member services.
• Required to lift up to 50 lbs. (coin bags).
• Noise level moderate to high in immediate area; normal range of hearing necessary to communicate by telephone and in person with staff and members.

Work Conditions

• Regular workday with occasional overtime.
• Ability to travel to branch locations.
• Exposed to potentially hazardous conditions (e.g., robbery).

Pay

$20.00–$23.07 per hour