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Member Service Representative 1

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1 Vacancy
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Job Location drjobs

Anaheim, CA - USA

Monthly Salary drjobs

$ 20 - 22

Vacancy

1 Vacancy

Job Description

Position Summary: The MSR plays a vital role in Eagle Community Credit Union as they are responsible for providing exceptional member service and conducting a variety of financial transactions. As the primary point of contact for members you will contribute to their overall banking experience by delivering accurate and efficient services while promoting our products and services. This position requires attention to detail strong communication skills and the ability to handle financial transactions accurately and securely.

Essential Duties and Responsibilities:

  1. Member Service Excellence:
    • Greet members in a friendly and professional manner creating a welcoming atmosphere.
    • Respond to member inquiries and provide assistance with various banking transactions.
    • Promote financial institution products and services to meet member needs and achieve sales goals.
    • Build and maintain positive relationships with members offering personalized service and addressing their concerns.
  2. Financial Transactions:
    • Process member transactions including deposits withdrawals loan payments and account transfers with accuracy and efficiency.
    • Verify member identities and account information to ensure security and compliance.
    • Handle cash and other negotiable instruments responsibly and in an organized manner.
    • Balance the cash drawer at the end of each shift and reconcile any discrepancies.
  3. New Account Services:
    • Assist members in opening new accounts such as savings checking and certificates of deposit (CDs).
    • Explain the features and benefits of different account types and assist members in selecting appropriate options.
    • Gather necessary documentation and enter accurate information into the system for account setup.
    • Provide basic account maintenance such as updating member information and issuing debit cards.
  4. Member Education and Support:
    • Educate members on selfservice options such as online banking mobile banking and ATMs.
    • Guide members through the use of digital tools and troubleshoot any related issues.
    • Offer support and guidance on financial institution products and services including loan applications and account inquiries.
    • Provide information on interest rates fees and account terms and conditions.
  5. Compliance and Security:
    • Adhere to all financial institution policies procedures and regulatory requirements to ensure compliance and mitigate risk.
    • Follow security protocols to protect member information and prevent fraud.
    • Maintain knowledge of industry trends regulatory changes and best practices related to teller operations.

Other duties may be assigned.

Qualifications:

  • High school diploma or equivalent; additional finance or related field education is a plus.
  • Previous experience as a teller or in customer service and cash handling role preferably in a financial institution.
  • Knowledge of banking products services and procedures is desirable.
  • Bilingual fluency in both English and Spanish with excellent verbal and written communication skills in both languages is preferred.
  • Strong mathematical skills and attention to detail for accurate transaction processing.
  • Excellent interpersonal and communication skills to interact with members and colleagues.
  • Proficiency in using computer systems banking software and Microsoft Office applications.
  • Ability to work efficiently and accurately in a fastpaced multitasking environment.
  • Trustworthiness and respect for the confidentiality of member information.

Competencies: Member Service Dependability Communication and Judgement

Work Environment:

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Primarily indoor office work with quiet to moderate noise levels.
  • Occasional work outside the office.
  • Travel requirements occasional local travel.
  • Special schedules position required to work Saturdays.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • The employee is regularly required to talk or hear.
  • The employee is regularly required to stand walk use hands to finger handle or feel and reach with hands and arms.
  • The employee is occasionally required to stoop kneel crouch or crawl.

Pay Range $20 22 hr.

Equal Opportunity/Affirmative Action Employer

Eagle Community Credit Union is committed to a workplace free from unlawful discrimination based on race color religion sex gender identity age national origin citizenship disability sexual orientation veteran status genetic information or any other classification protected by applicable federal state or local law. This applies to all terms conditions and privileges of employment including without limitation recruitment hiring assignment training promotion compensation evaluation discipline and discharge. For more information please view Community Credit Union values the contributions of our diverse workforce including those with disabilities. Eagle is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal state and local laws. Eagle is also committed to ensuring equal employment opportunity for qualified persons with disabilities. This Company prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process please contact This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes such as following up on an application or other technical issues not related to a disability will not receive a response.

Benefits:

This organization participates in EVerify.


Required Experience:

Unclear Seniority

Employment Type

Full Time

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