Branch Member Service Representative I / Teller

L A Federal Credit Union•Cerritos, CA

27d•$21 - $23•Onsite

About The Position

LAFCU’s Branch Member Service Representative I provides service to members and non-members visiting a branch. The role answers questions, processes routine transactions involving checking, savings, and other credit union products and services, and promotes products and services to build member relationships. This is a full-time position at the employee’s assigned branch and reports to a Branch Manager I/II.

Requirements

One month to twelve months of similar or related experience.
High school education or GED.
Ability to build relationships, solicit cooperation, and handle first-level conflict resolution through frequent contact with people inside and outside the organization.
Ability to handle confidential discussions with discretion, diplomacy, and tact.
Basic knowledge of established teller procedures and policies and an understanding of credit union operations.
Ability to maintain confidentiality concerning credit union operations and work-related information.
Ability to use general office equipment, including calculators, computers, photocopiers, and scanners, and operate encoding, coin-counting, and cash-counting machines.
Ability to stand for more than five hours per day; perform standing, walking, bending, crouching, squatting, carrying, pushing, or pulling for approximately two hours per day; and lift up to 25 pounds for one hour per day.
Fine dexterity and ability to use computer keyboards for extended periods; visual skills for computer terminals, printers, calculators, and credit union reports; visual dexterity to organize financial records; and ability to perform repetitive hand use.

Responsibilities

Provide exceptional member service, answer questions, and accurately process routine teller transactions.
Use Symitar, cash recyclers, check scanning, PSCU, Star Station, Synapsis, and TimeTrade.
Maintain cash and negotiables, observe cash drawer limits, and perform nightly balancing.
Assist members with file maintenance, Courtesy Pay, wire transfers, PRD, direct deposit, check ordering, stop payments, temporary checks, instant-issue debit cards, and address changes.
Initiate conversations and refer opportunities to deepen financial relationships, including consumer accounts, consumer car, personal, Visa, and real estate loans, Investment Services, and Insurance Services.
Apply knowledge of regulatory guidelines, including Reg CC/Funds Availability, Truth in Savings, the Bank Secrecy Act, Reg E, and privacy requirements.
Follow safety and security guidelines.
Perform other duties as assigned by Leads or Management.
When needed, perform front desk functions: greet visitors, log them in using TimeTrade when an MSR is needed, maintain the visitor security check-in/check-out log, and issue visitor passes and elevator codes according to security policies and procedures.
Identify suspicious transaction activity and comply with BSA and AML requirements.