Universal Member Service Representative II

About the role

The Universal Member Service Representative is responsible for delivering exceptional member service by handling a wide range of banking transactions, providing expert advice on financial products, and meeting the consumer lending needs of our 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
• Responding 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, while ensuring required forms and records are completed in compliance with internal policies and statutory regulations.
• Order/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, etc.
• Assist with loan applicants including processing and closing loan applications
• Assist Branch Manager and other team members
• May be required to handle responsibilities during Manager’s absence

Requirements

• 12 - 18 months credit union experience or other financial institution experience with internal sales experience
• High School diploma, GED, or Equivalent Certificate
• Associates or Bachelor’s degree preferred
• Complete satisfactorily all in-house training

Qualifications

Must be registered as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and maintain annual registry; registration and approval required within sixty days of hire; failure to maintain registration or any criminal activity that would bar participation may result in disciplinary action up to termination.

Skills

• Exceptional interpersonal and communication skills
• Strong understanding of delivering exceptional member service
• Proficient computer/technology skills