Universal Member Service Representative - Float

Essential Functions

• Greet and direct members
• Assist members with questions regarding account/products by phone or in person
• Responding to member and potential member inquiries
• Aid with balancing and detailing (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.)
• Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable
• Maintain and update members accounts
• Accurately open and close all types of accounts (IRA’s, certificates, and business accounts), while ensuring required forms and records are completed in compliance with internal policies and statutory regulations.
• Order/count cash – if applicable
• Maintain Safe Deposit boxes – if applicable
• Ensure all audit and security policies and procedures are followed
• Scan negotiable items and other member documents
• Process night drop deposits and payments
• Distribute and process incoming mail
• Verify and balance Gift cards
• Process check orders
• Filing, shredding, etc.
• Assist Branch Manager and other team members
• Keep lobby stocked and straighten
• Assemble new membership account packets

Competencies

• Fluent in the English language
• Attention to detail, maintaining adaptability, flexibility and organizational skills to effectively prioritize multiple tasks
• Excellent interpersonal skills
• Strong communication skills, verbal and written
• Analytical and problem solving

Physical Demands

• Long periods of sitting
• Extended periods of time viewing computer monitor – vision
• Handling – ability to touch, feel, lift, operate and control equipment, materials, tolls and objects with hands
• Reaching

Work Environment

• Retail Branch

Required Education And Experience

• High School diploma or equivalent
• 12-months financial institution or credit union experience
• Consumer lending product knowledge
• Expert in use of core system, CRM, imaging, and account opening
• Successfully complete internal training – Advanced Basics of Products and Services; Sales and Service Strategies training, Teller Supervisor Training, UMSR Training

Additional Eligibility Requirements

• This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed.
• Must be registered and approved by the NMLS registry within sixty days of hire date.
• Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.