Member Service Representative Augustine
Fredericksburg, VA - USA
Job Summary
Role
Responsible for accurately processing financial transactions and being an effective source of information for our members: in the lobby drive thru window or by telephone. Providing them with friendly professional confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.
Major Duties and Responsibilities
- Demonstrate efficiency with financial transactions for checking savings and borrowing members: receives funds posts transactions and pays out funds as requested. Verbally confirm intended transactions with members to ensure all needs are met and minimize errors.
- Create and maintain a clean neat pleasant work environment by maintaining a professional look (i.e. dressposture attitude etc.) positive outlook and behavior toward members and co-workers.
- Research troubleshoot and resolve member and internal inquiries regarding policies practices and products.
- Receives loan payments and savings/checking deposits from members addresses inquiries on accounts records amounts and dates of payments and other significant information checks member calculations and validates checks and/or cash payments. Issues money orders receives currency and coins and verifies amounts processes the redemption of bonds and cashes checks according to written procedures.
- Balances cash drawer daily to ensure accuracy in transactions and notifies supervisor regarding any outages.
- Must comply with all company policies and procedures applicable laws and regulations including but not limited to the Bank Secrecy Act the Patriot Act and the Office of Foreign Assets Control.
- Assist other departments and branches with transactions as needed; provide support for the department and branch managers in fulfilling member requests and merchant verifications.
Knowledge & Skills
Spanish speaking is a plus.
Experience
Six months to two years of similar or related experience including time spent in preparatory positions.
Education/Certifications/Licenses
High school degree or GED is required.
Interpersonal Skills
Courtesy tact and diplomacy are essential elements of the job. Work involves personal contact withothers inside and/or outside the organization generally regarding routine matters for purposes of giving and obtaining information as well as advising or referring which commonly require shorter discussions.
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and regularly lifting cash boxes of up to 10 lbs. and coin bags of up to 30 lbs on occasion. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone copier facsimile and be able to stand for long periods of time. Must be able to routinely perform work on a computer for an average of 6-8 hours per day when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work areas with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively eitheron your own or as part of a team. Must be able to read and carry out various instructions and follow oralinstructions. Must be able to speak clearly and deliver information in a logical and understandablefrom diverse cultures at various levels within and outside of the organization and demonstrate the highestlevels of member service and discretion when dealing with the public. Must be able to performresponsibilities with composure under the stress of deadlines/requirements for extreme accuracy andquality and/or fast pace. Must be able to effectively handle multiple simultaneous and changing be capable of exercising the highest level of discretion on both internal and external confidentialmatters.
Acknowledgment
Nothing in this position description restricts managements right to assign or reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.
TOPSIDE FCU is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color religion sex sexual orientation gender identity or expression pregnancy age national origin disability status genetic information protected veteran status or any other characteristic protected by law.
Required Experience:
Unclear Seniority
About Company
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