Service Representative

Starting pay: $18.59, dependent on experience. Full-time, non-exempt position located in Cheyenne.

Responsibilities

• Receives, responds to, and assists members visiting the credit union.
• Promotes and sells products and services in person.
• Establishes, maintains, and closes a variety of financial savings accounts within established boundaries.
• Issues debit cards and pre-paid cards.
• Enthusiastically promotes UniWyo products and services.
• Ensures Credit Union policies and procedures are adhered to.
• Assists in the development of new business by being familiar with all products and services, including associated rates and parameters.
• Performs a variety of member transactions, including deposits, loan payments, withdrawals, cash advances, transfers, check cashing, and check withdrawals.
• Balances assigned teller drawer on a daily basis.
• Assists with the security and monitoring of cash, money orders, and confidentiality of members’ information.
• Understands member relationship management to identify potential sales opportunities for referral to the sales team.
• Responsible for generating a threshold number of product and service referrals.
• Responds to members’ requests, concerns, problems, and complaints regarding their accounts.
• Communicates and conveys information to members, identifying their needs and directing them to appropriate departments.
• Responds to members’ questions in a timely, accurate, and concise fashion.
• Performs correspondence-related functions, including compiling information and routing to appropriate departments.
• Prepares, updates, and maintains files.
• Enters data into electronic and/or manual recording systems.
• Assists the Branch Manager with inquiries made in writing, by phone, and/or in person.
• Assists with the training of new service representatives.
• Recommends changes to existing policies and procedures.
• Ensures compliance with the Bank Secrecy and Anti-Money Laundering Acts, including monitoring for illegal activity.
• Performs other duties as assigned or required.

Requirements

• A high school diploma or GED and one (1) year of relevant accounting, banking, service, or closely related experience or any equivalent combination of experience and/or education from which comparable knowledge, skills, and abilities have been achieved.
• Proficiency in word processing and current spreadsheet software.
• Ability to move and/or transport heavy, bulky supplies, materials, and/or other items weighing up to 40 pounds.
• May be exposed to potential physical harm and infectious diseases.
• May be required to work outside the traditional work schedule.
• May be required to stand for extended periods of the day.

Skills & Knowledge

• Knowledge of applicable credit union rules, ordinances, codes, regulations, administrative orders, case law, and other governing rules and regulations.
• Knowledge of the Credit Union’s policies and procedures.
• Knowledge of the principles of file and records management.
• Knowledge of the principles of customer service.
• Skill in assessing and prioritizing multiple tasks, projects, and demands.
• Skill in working within deadlines to complete projects and assignments.
• Skill in assessing, analyzing, identifying, and recommending solutions to problems.
• Skill in establishing and maintaining effective working relations with co-workers, other UniWyo employees, representatives from other credit unions, the general public, and others having business with UniWyo.
• Skill in operating a personal computer utilizing a variety of software and operating systems/applications.

Benefits

Benefits are available for this position.