Member Services Officer- Teller / Personal Banker- Bilingual Preferred
Member Services Officer- Teller / Personal Banker- Bilingual Preferred
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1 Vacancy
Job Description
Member Services Officer- Teller / Personal Banker
Job Type: Full-Time
Exemption Type: Non-Exempt
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 well-being 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
- Cross-sell 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 re-issue 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 problem-solving skills to help identify and resolve member issues
- Must be able to communicate extensively through in-person e-mail written and telephone communications
- Requires reaching bending stooping or standing as necessary
- Bilingual Spanish is a plus
Required Experience:
Unclear Seniority
Employment Type
Full Time
