Universal Member Service Representative II

About the role

The Universal Member Service Representative delivers exceptional member service by handling a wide range of banking transactions, providing expert advice on financial products, and meeting the consumer lending needs of members. This role requires a deep understanding of credit union operations, consumer lending practices, and a commitment to fostering strong relationships with members.

Responsibilities

• Accurately handle member and non-member transactions.
• Respond to member and potential member inquiries.
• Balance and detail 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).
• Answer phones.
• Accurately open and close accounts, ensuring required forms and records are completed in compliance with internal policies and statutory regulations.
• Order and count cash.
• Ensure all audit and security policies and procedures are followed.
• Scan negotiable items and other member documents.
• Process night drop deposits and payments.
• Verify and balance Travel and Gift cards.
• Order supplies for location.
• Compile End-Of-Month work.
• Process check orders.
• Filing, shredding, and other administrative tasks.
• Assist with loan applicants, including processing and closing loan applications.
• Assist Branch Manager and other team members; may handle responsibilities during Manager’s absence.

Requirements

• 12–18 months of credit union experience or other financial institution experience with internal sales experience.
• High School diploma, GED, or equivalent certificate; Associate’s or Bachelor’s degree preferred.
• Complete all in-house training satisfactorily.
• Exceptional interpersonal and communication skills.
• A strong understanding of delivering exceptional member service.
• Proficient computer/technology skills.

Registrations

This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and annual registry maintenance, including 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 an MLO, may result in disciplinary action, up to and including termination of employment.