member services representative

Planet Fitness

<div><div><div><b>Job Summary</b></div>
<div>The <b>Member Services Representative </b>will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.</div><div><br>
</div>
<div><b>Essential Duties and Responsibilities</b></div>
<ul><li>Greet members, prospective members and guests, providing exceptional customer service.</li>
<li>Handle all front desk related activities including:<ul>
<li>Answer phones in a friendly manner and assist callers with a variety of questions.</li>
<li>Check members into the system.</li>
<li>New member sign-up.</li>
<li>Take prospective members on tours.</li>
</ul></li><li>Facilitate needed updates to member&rsquo;s accounts.</li>
<li>Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.</li>
<li>Assist in maintaining the neatness and cleanliness of the club.</li>
</ul><div><b>Qualifications/Requirements</b></div>
<ul><li>Customer service background preferred.</li>
<li>Basic computer proficiency.</li>
<li>A passion for fitness and health.</li>
<li>Upbeat and positive attitude!</li>
<li>Punctuality and reliability is a must.</li>
<li>Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member&rsquo;s expectations.</li>
<li>Strong listener with the ability to empathize and problem solve.</li>
<li>Demonstrate diplomacy in all interactions while using appropriate behavior and language.</li>
<li>High School diploma/GED equivalent required.</li>
<li>Must be 18 years of age or older.</li>
</ul><div><b>Physical Demands</b></div>
<ul><li>Continual standing and walking during shift.</li>
<li>Continual talking in person or on the phone during shift.</li>
<li>Must be able to occassionally lift up to 50 lbs.</li>
</ul>
</div><p><i>Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.</i></p></div>

Member Services Representative 2pm-10pm

Quorum Federal Credit Union

<div><p><b>Who is Quorum</b></p>
<p>
At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you.</p><br>
<p></p>
<p><b>
Job Description Summary</b></p>
<p>
The Member Service Representative supports member telephone inquiries including but not limited to opening accounts, assisting with loan applications, credit card, account information and account changes. The Member Service Representative is responsible for educating members about self-service options and must be able to sell/cross sell products and services to new and existing members of the Credit Union.
</p><ul><li><b>Please note that this is a temporary role with an expected duration of 3&ndash;4 months.</b></li></ul>
<p><b>
Key Job Responsibilities and Accountabilities</b></p><br>
<p><b>
</b></p><div><ul><li>Maintains service standards as required by position benchmarks for quality, turnaround time, accuracy and follow up. Performance is primarily based on quality and productivity measures including but not limited to schedule adherence, call quality scores and process adherence.</li></ul>
</div><div><ul><li>Provides members with account information and performs account transactions including accepting loan applications, opening accounts, and processing transfers, withdrawals, and other deposit product servicing functions. Strives to provide first contact resolution when within Credit Union policy.</li></ul>
</div><div><ul><li>Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.</li></ul>
</div><div><ul><li>Educate new and existing members on loan and deposit products and other services.</li></ul>
</div><div><ul><li>Authorizes service fee refunds and waivers within established guidelines for this position.
</li></ul></div><div><ul><li>Promotes use of virtual banking services, such as online and mobile banking, automated phone service and resolves user issues.</li></ul>
</div><div><ul><li>Participates in new product testing and other organization/departmental projects as assigned.
</li></ul></div><div><ul><li>Provides input to management on workflow issues, patterns, and improvements.</li></ul>
</div><div><ul><li>Promotes and demonstrates a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, and vendors.</li></ul>
</div><div><ul><li>Keeps abreast of industry developments including, but not limited to changes in regulations and technology.</li></ul>
</div><div><ul><li>Performs additional duties as required.</li></ul></div><br>
<p></p>
<p><b>
Job Requirements, Competencies, and Skills</b></p><br>
<p><b>
</b></p><p>The Member Service Representative works remotely, under minimal supervision exercising independent judgment. This person must be action oriented, self-motivated, and creative while being highly functional.
</p><div><ul><li>High School Diploma or equivalent; college degree preferred; will consider experience in lieu of degree.</li></ul>
</div><div><ul><li>Minimum of one year experience in financial services industry, in a call center.
</li></ul></div><div><ul><li>Must maintain required scores on Call Monitoring.
</li></ul></div><div><ul><li>Excellent problem-solving, organizational, analytical, verbal, and written communication skills.</li></ul>
</div><div><ul><li>Strong decision making and time management skills with the ability to manage multiple projects/duties.
</li></ul></div><div><ul><li>Trustworthy with the ability to maintain highest level of integrity and trust.</li></ul>
</div><div><ul><li>Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint. The ability to use multiple software applications concurrently to resolve member inquiries
</li></ul></div><div><ul><li>Flexible to work a structured schedule that includes evening hours up to 7:00 p.m. (EST) in a remote environment which is free from distraction.</li></ul></div><br>
<p></p>
<p><b>
Environmental / Physical / Mental Requirements
</b></p><ul><li>Stable internet connection with speeds high enough for video conferencing and screen sharing</li>
</ul><ul><li>Smartphone with current iOS/Android OS</li>
</ul><ul><li>Prolonged periods sitting at a workstation and working on a computer</li>
</ul><ul><li>Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone</li></ul><br>
<p></p>
<p><b>
Compliance/legal requirements</b></p><br>
<p></p>
<ul>
<li>Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.</li>
<li>Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process.</li>
<li>Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations.</li>
<li>This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description.</li>
<li>Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy.</li>
<li>This document does not create an employment contract, implied or otherwise, other than an &quot;at-will&quot; relationship.</li>
</ul>
<p><b>**PLEASE NOTE**</b></p>
<p><b><i>
We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico</i></b></p>
<p><b><i>
Hourly Wage: $21.00</i></b></p>
<p><b><i>
Quorum's opportunities are based in the US and US work authorization is required. We are not able to support current or future sponsorship.</i></b></p><p></p><p><br>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Temporary Member Services Representative - REMOTE

Community Credit Union of Florida

<div><p><b>Member Service Representative</b></p><p>
The primary purpose of this position is to assist Community Credit Union of Florida in living out our Mission, &ldquo;<b><i>Always improve the financial well-being of our members and make a positive difference in the communities we serve</i></b>,&rdquo; by delivering outstanding service to both internal and external members. A key element of excellent service is to identify the financial needs of each member and recommend an appropriate credit union solution. The Member Service Representative is responsible for providing assistance to members and support for other related branch activities and services. The incumbent is responsible for providing outstanding professional service while answering all member inquiries by providing frontline coverage that may include opening, processing, maintaining and closing all types of accounts, products, and services and performing the associated clerical functions; assisting members with their selection of products and services; educating members on the benefits of the products offered by the credit union and conducting oneself in a professional, friendly manner with an emphasis on member education and quality of service. The Member Service Representative has no lending authority. Incumbent may be required to work at different branches at different times and must be willing to rotate between locations as needed.</p><p>
Community Credit Union of Florida is an Equal Opportunity Employer (EEO) and supports a drug-free workplace.</p><ul><li>
Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.</li><li>
Delivers service to both internal and external members that is in alignment with the credit union&rsquo;s Service Promises and meets all established service goals.</li><li>
Abides by CCU&rsquo;s Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual&rsquo;s needs. Promotes teamwork, respects the opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.</li><li>
Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.</li><li>
Assists members with the selection of various accounts, products, and financial services available from the credit union.</li><li>
Responsible for serving members and responding to member inquiries and problems, performing transactions and other services in a professional, timely, and accurate manner. Follows up on inquiries with informational materials and/or phone contact, investigates and corrects errors, and resolves problems or other issues.</li><li>
Interviews members to determine whether they meet the criteria for the products or services requested, establishes proper identification, and determines the need and extent of reference investigation. Makes decisions regarding the opening of new accounts, prepares all documents and items about accounts, and processes them according to policy and procedure.</li><li>
Performs the following activities as needed or required: obtains credit reports, verifications of employment/income, completes fraud claims, safe deposit duties including opening accounts, controlling access, assisting members, and processing affiliated reports, funds transfers, orders for checks and deposit slips, various loan and teller transactions, and file maintenance as needed.</li><li>
Provides service to members or prospective members seeking consumer loans, which may include but are not limited to: installment, commercial, credit card, signature, etc. Operates with the assistance of members of management or senior lending staff regarding processing, reviewing, approving, or denying any loan applications, and subsequently reviewing with management or senior lending staff, before notifying the member.</li><li>
Administers approved loans, establishes relevant files, and obtains pertinent information or reports as required. Ensures loan activities are completed in a timely fashion and follows the established policies and practices of the credit union.</li><li>
Assists with telephone support by responding to member inquiries and problems in a professional, timely manner; follows up on inquiries with informational materials and/or phone contact, investigates and corrects errors, resolves problems or other issues, and helps members to utilize electronic delivery channels for convenience.</li><li>
Responsible for completing secondary marketing activities and outbound calls as outlined in the secondary marketing procedures promptly. Responsible for logging on to the phone system daily to relieve overflow from the Member Service Center to improve the quality of service to the members.</li><li>
Maintains files, copies, and faxes documents, and orders and distributes supplies if needed.</li><li>
Follows policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.</li><li>
Performs other related service duties and special projects as assigned.</li></ul><p></p><h1 class="jobSectionHeader"><b><br>
ENVIRONMENT AND PHYSICAL ACTIVITY</b></h1><p>
The environment for this position is an open, non-confined office-type setting that is clean and comfortable, where the incumbent is free to move about at will. It may include some minor annoyances such as noise, odors, and drafts.</p><p>
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 the essential functions.</p><p>
While performing the duties of this job, the employee is frequently required to spend time writing, typing, speaking, listening, lifting (up to 50 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting for long periods of time (up to 8 hours), pulling, walking, standing, squatting, kneeling, and reaching.</p><p>
The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer, and related printers.</p><p><b>
MENTAL DEMANDS</b></p><p>
The incumbent in this position must be able to read documents or instruments, perform detailed work, problem-solve, reason, have strong math, verbal, and written communication skills, and be capable of effectively handling stress, multiple concurrent tasks, and constant interruptions.</p><h1 class="jobSectionHeader"><b>
POSITION REQUIREMENTS</b></h1><p>
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.</p><ul><li>
High school diploma or general education degree (GED), up to two (2) years of related experience and/or training, or the equivalent combination of education and experience. Work-related experience should consist of a customer service background. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.</li><li>
Possesses a thorough knowledge of credit union policies, rates, and the documents and disclosures necessary to ensure compliance and consistency with current regulations.</li><li>
Basic experience and knowledge of operational activities, terminology, products and services, related state and federal compliance regulations, and operational policies.</li><li>
Basic skills in computer terminal and personal computer operation; word processing, spreadsheet, and software programs. Intermediate typing skills to meet the production needs of the position.</li><li>
Basic math skills; calculate interest and balance accounts, add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments promptly.</li><li>
Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to members and employees.</li><li>
Effective organizational and time management skills, and the ability to handle simple problems in nature requiring some analysis or research to determine the best solution.</li><li>
Must be a team player, but also able to work alone and self-manage. Multi-tasking and attention to detail are critical in this role.</li></ul><p>
The incumbent must be able to perform in this position safely, without endangering the health or safety of the individual or others.</p><p></p><p><br>
Management reserves the right to change this position description at any time according to business needs.</p></div><p></p>

Member Service Representative

Park Community Credit Union

<div><div><b>Role:</b><br>
By emphasizing ONE Park, ONE mission, ONE team, the Member Services Representative completes financial transactions professionally and efficiently, listens to and addresses member inquiries, and ensures accuracy in member records. This role involves guiding members through the credit union's products and services, identifying opportunities to enhance their financial well-being, and maintaining compliance with internal procedures and guidelines.</div>
<div></div><div><b>Essential Functions &amp; Responsibilities:</b></div>
<ul><li>Receive and process member financial transactions, including deposits, withdrawals and loan payments;; transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service. Balance cash drawer and daily transactions according to credit union policies and guidelines. Follow the choreography established for the branch footprint.</li>
<li>Complete and maintain financial certification training as designated by the credit union. Uncover opportunities and advise members on financial health.</li>
<li>Perform a variety of miscellaneous tasks including ATM duties, completing logs and reports, typing, filing, computer input and answering the telephone.</li>
 <li>Perform other job-related duties as assigned</li>
</ul><div><b>Performance Measurements:</b><br>
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:<br>
Vibrant Connections<br>
Inclusive Excellence<br>
Bold Compassion<br>
Endless Empowerment<br>
2. To provide friendly, professional and accurate service and support to all members and coworkers.<br>
3. To function within the pre-set balancing standards policy.<br>
4. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.<br>
5. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.<br>
6. To follow the credit union&rsquo;s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.</div>
<div></div><div><b>Knowledge and Skills:</b></div>
<div><b>Experience</b>: One month to twelve months of similar or related experience.</div>
<div><b>Education:</b> A high school education of GED.</div>
<div><b>Interpersonal Skills:</b> Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring normal courtesy in providing assistance or information.</div>
<div><b>Other Skills:</b> Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.</div>
<div></div><div><b>Physical Requirements:</b><br>
<b>WORK ENVIRONMENT </b>The work environment characteristics described here are representative of those an<br>
employee encounters while performing the essential functions of this position. Reasonable<br>
accommodations may be made to enable qualified individuals with disabilities to perform<br>
the essential functions. While performing the essential duties of this position, the employee is regularly exposed to<br>
a general office environment and interaction with customers.<br>
<b>PHYSICAL DEMANDS </b>The physical demands described here are representative of those required to successfully<br>
perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit,<br>
stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones,<br>
and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.</div>
<div></div><div><div><b>Company Description:</b></div>
<div>Park Community is Kentucky&rsquo;s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.</div>
</div>
<div></div><div><b>PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER</b><b>/VETERANS/DISABLED</b></div></div>

Teller (MSR)- Dixie

COVANTAGE CREDIT UNION

<div><p>Are you a compassionate and service-oriented individual looking to make a positive impact in your community while growing your career? Join our team as a Full-Time Member Service Representative at our Shawano branch. As the face of our credit union, you&rsquo;ll build strong relationships with members while assisting with everything from opening accounts to applying for loans. We offer hands-on experience, ongoing training, and opportunities for professional growth within an organization committed to supporting both its members and employees.</p>
<p><b>
CoVantage invests in our team members! The pay for this role is $19.00-27.36 per hour. Your starting pay rate will be based on your related experience and qualifications. You&rsquo;ll also be eligible for the equivalent of an additional $16.00 per hour in benefits. Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.</b></p>
<ul><li><i>Based on an individual earning $18.25 per hour, electing specific benefit packages, and achieving full bonus.</i></li></ul>
<p><b>
Job Duties</b></p>
<ul>
<li>Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services</li>
<li>Demonstrates efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union</li>
<li>Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested</li>
<li>Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals</li>
<li>Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment</li>
<li>Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations</li>
</ul>
<p>This individual will work a varied schedule including working multiple Saturdays per month.</p>
<p><b>
Qualifications</b></p>
<ul>
<li>High school diploma or equivalent</li>
<li>Minimum 1 years' experience working in a financial institution or service or sales related capacity or Associate's Degree</li>
<li>Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis</li>
<li>Exhibits above average performance accuracy, productivity, and member service</li>
<li>Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette</li>
<li>Working knowledge of software programs such as Microsoft Office and Windows programs</li>
<li>Detailed knowledge of the credit union and its services</li>
<li>Bilingual fluency preferred, but not required</li></ul><br>
<p><br>
Branch Hours: Monday-Friday: 8:30 am to 5:00 pm, Saturday: 8:30 am to Noon</p><p>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

First Credit Union

<div><p><b>External candidates, please use the following link to</b> <b>apply: </b>https://www.paycomonline.net/v4/ats/web.php/portal/2CDF214108C880FA17A213F5B114EEDC/jobs/315958</p><p><b><i>
AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2025!</i></b></p><p>
Do you have a passion for helping others? Do you enjoy making a difference? Do you want to work with awesome co-workers? If you answered yes &ndash; we might be a good fit for you!</p><p>
We are proud of our history! Since 1929, we have been dedicated to delivering quality products and services that help our members achieve financial success. We&rsquo;ve been committed to helping people do cool things like establish credit, finance their first car and even learn how to balance a checkbook for a really long time &ndash; well, since 1929 anyway. How cool is that? We&rsquo;re proud that we are Arizona&rsquo;s FIRST credit union and we&rsquo;re still as dedicated to delivering quality products and services to our members now as we were back then. Our commitment to creating a &ldquo;People Helping People&rdquo; culture is as strong as ever.</p><p>
We are looking for people who enjoy helping others, building relationships, crave a culture of mutual support and want to strengthen our team with their unique qualities. Become part of the First Credit Union team by applying for our Call Center/Member Service Representative opportunity in Chandler.</p><p><b>
Summary/Objective</b><br>
Perform a wide range of transactional duties to serve members (in person, online, by phone). Build new and maintain existing member relationships that result in optimal member experience. Maintain accurate transactional records. Provide a variety of member savings, share draft/checking and credit account transactions in accordance with credit union policies and procedures. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive manner that supports our FIRST values.</p><p><b>
Essential Functions</b><br>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><ul><li>
Greet and welcome members to the credit union in a courteous, friendly, respectful, professional and timely manner, providing prompt, accurate and efficient member transactions.</li><li>
Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed.</li><li>
Cash share drafts/checks and process withdrawals; pay out money after verification of Identification and member balances.</li><li>
Receive consumer loan, home loan and other payments, and ensure the payments match balances due and are accurate when posting to the computer. Generate member receipts.
</li><li>Post IRA contributions and withdrawals, open and/or close certificates of deposit. Opening IRA accounts, processing transfers and rollovers.</li><li>
May serve as Teller. Provide transactional member service, including but not limited to the following: accept and process deposits, withdrawals and payments and handle other over the counter transactions.</li><li>
Place holds on accounts for uncollected funds.</li><li>
Maintain an up-to-date and comprehensive knowledge on all credit union products and services along with comprehensive knowledge on all related policies, procedures, rules and regulations, including robbery procedures.</li><li>
Promote, explain, refer and cross-sell other credit union services such as electronic services, credit and debit cards, accounts and loans.</li><li>
Outbound contact with existing members for follow-up, cross sell opportunities, offers and campaigns.</li><li>
Opening membership accounts and additional shares. Correct processing of maintenance on existing accounts (name, address, beneficiary and any other ownership changes). Properly close accounts by member request or beneficiary purposes.</li><li>
Interview members for loan applications. Accurately collect information in order to process and fund all loan types (secured and unsecured).
</li><li>Comply with NMLS registry and training to offer home equity loan products.</li><li>
Knowledge to complete account and loan documentation. May include serving as Notary Public.</li><li>
Scan daily work, perform such other teller functions that might be needed from time to time, and assist others to complete tasks and work assignments.</li><li>
Assist tellers and newer staff members as a resource for member solutions.</li><li>
Troubleshoot and resolve member concerns.</li><li>
Ensure compliance with all internal controls and established policies and procedures.</li><li>
Complete required training curriculum as identified by management and/or Organizational Development.</li><li>
Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).</li><li>
Occasionally, the representative will be asked to work at a different location, if a different branch needs coverage.</li></ul><p>
</p><p><b>Competencies</b></p><ul><li>
Superb member service orientation.</li><li>
Strong numeric ability.
</li><li>Accuracy and attention to detail.</li><li>
Computer proficiency.
</li><li>Stress management/composure.</li><li>
Good listening and communication skills.</li><li>
Honesty and integrity.</li><li>
Teamwork.</li></ul><p><b>
Work Environment</b><br>
This job operates in a branch or office setting. This role routinely uses standard office equipment such as computers, software, phones, photocopiers, recyclers, ATMs, filing cabinets, multi-function machines and video. Physical presence in the office and/or branch setting is required.</p><p><b>
Physical Demands</b><br>
This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary.
</p><p><b>Position Type/Expected Hours of Work</b><br>
Ability to work flexible schedule Monday through Friday, 7:45 a.m. to 6:30 p.m.
</p><p><b>Travel</b><br>
Periodic travel to other FCU locations may be required.</p><p><b>
Required Education and Experience</b></p><ul><li>
High school diploma or equivalent.
</li><li>One year related experience and/or training; or equivalent combination of education and experience.</li></ul><p><b>
Preferred Education and Experience
</b></p><ul><li>Previous cash handling experience.
</li><li>Previous experience with a credit union highly desirable.</li></ul><p><b>
Additional Eligibility Qualifications</b></p><ul><li>
Multi-lingual capabilities to include Spanish are a plus.</li></ul><p><b>
Other Duties</b><br>
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.</p></div>

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