Service Representative - Part Time Position

About the role

UniWyo Credit Union is seeking a Part Time Service Representative to assist members visiting the credit union, promote products and services, and perform a variety of member transactions at the Cody, Wyoming location.

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 accepting deposits and 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 for the purposes of identifying potential sales opportunities for referral to the sales team
• Responsible for the generation of a threshold number of product and service referrals
• Responds to member's requests, concerns, problems, and complaints regarding their accounts
• Communicates and conveys information to members
• Identifies member's needs and directs them to appropriate departments
• Responds to member's questions in a timely fashion accurately and concisely
• Performs a combination of correspondence related functions
• Compiles information and routes to appropriate departments
• Prepares, updates, and maintains files
• Enters data into electronic and/or manual recording systems
• Assists the Branch Manager as required
• Responds to 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
• Responsible for compliance with the Bank Secrecy and Anti Money Laundering Acts including monitoring for such illegal activity as it applies to this position
• Performs other duties as assigned or required

Qualifications

Minimum Qualifications: 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.

Skills

• 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, general public and/or others having business with UniWyo
• Skill in operating a personal computer utilizing a variety of software and operating systems/applications
• Must be proficient in word processing and current spreadsheet software

Schedule

Part Time - Monday through Friday 11am-2pm & occasional full shift when necessary

Pay

$18.59 per hour, DOE

Additional requirements

• May be required 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

This response is AI-generated, for reference only.