Member Services Officer Teller / Personal Banker
Job Type: PartTime
Exemption Type: NonExempt
Wage Amount: $19.25 hourly minimum
As a Member Services Officer your role will be a combination of both Teller and Personal Banker positions. You bring the willingness to provide great service to the members; we will provide the environment for you to grow and develop into a world class service provider. You will offer an enjoyable memorable experience for individuals seeking assistance with financial matters by providing them with exceptional service including processing member transactions; identifying their financial needs and recommending valuable solutions. Your support of a sales and service culture will enable you to educate members about services that will enhance their financial wellbeing while also supporting the goals of the credit union. This entry level position is a great way to start your financial services career!
Member Education
- Crosssell appropriate products and services to current and prospective members.
- Consistently meet or exceed established sales/service goals and support branch growth.
- Participate in outside business development and community events.
Teller Functions
- Operate maintain and balance a cash drawer (as needed).
- Sell special service items such as money orders official checks and gift cards.
- Perform cash advances and process collection items.
- Provide members with access to safe deposit box (where applicable).
- Maintain working knowledge of all products and services.
Personal Banker Functions
- Assist members with opening/closing basic types of accounts including new memberships checking share certificates and other accounts as assigned.
- Update account information such as changing account ownership/signers beneficiaries and changes of address.
- Assist members with loan applications through video lending.
- Assist members (in person or by phone) with account and product inquiries including questions about rates products and services requests for statements etc.
- Perform stop payments and process wire transfers.
- Assist members with claims of fraudulent use of debit card.
- Issue reissue and block debit cards.
- Be knowledgeable of and utilize credit union policies Federal regulations and procedures.
Branch Support
- Perform opening/closing procedures for debit card instant issue machine.
- Scan and image branch checks and documents.
- Perform vault responsibilities load/balance ATM/CDM/CRM and servicing/daily balancing of coin machine.
Miscellaneous
- Maintain member confidentiality.
- All other duties as assigned.
*For information about our benefits please click the following link:
Job Requirements
Education Experience and Physical Functions
- High school diploma or G.E.D. equivalent
- Six months of work experience (Sales Teller and/or Personal Banker experience preferred)
- Must have the ability/stamina to work at least 40 hours a week
- Must be able to engage in problemsolving skills to help identify and resolve member issues
- Must be able to communicate extensively through inperson email written and telephone communications
- Requires reaching bending stooping or standing as necessary
- Bilingual Spanish is a plus
Required Experience:
Unclear Seniority