Customer Service Rep II
About The Position
This role is responsible for processing members' transactions and assisting with the delivery of all credit union services. The primary goal is to provide high-quality customer service in a cost-effective and efficient manner. Duties include assisting the Manager with marketing functions, developing and implementing promotions, participating in new employee orientation and benefits fairs, balancing daily work and teller work, processing and balancing Travelers Cheques, processing daily overdrafts, reconciling credit union checking accounts, performing wire transfers, making general ledger entries, initiating and monitoring credit card and debit card disputes, assisting loan officers with loan closings, and handling escalated member account issues. The role also involves interfacing with customers for new business inquiries, processing deposits, payments, withdrawals, and transfers, assisting customers with loan applications, and serving as a Notary Public.
Requirements
- High school diploma or equivalent
- 2+ years of work experience in a related job discipline
Responsibilities
- Assist Manager by performing a variety of creative and support duties related to the marketing function within the credit union.
- Assist with development and implementation of marketing promotions.
- Participate in new employee orientation, benefits fair, and other activities as assigned.
- Process members' transactions and assist with the delivery of all credit union services.
- Provide high quality customer service in a cost-effective and efficient manner.
- Balance daily work at end of business day.
- Balance work of all tellers independently.
- Process, balance and order Travelers Cheques on a daily/weekly basis.
- Process daily overdrafts according to credit union policies and minimize risk to the credit union.
- Reconcile credit union checking accounts on a monthly basis.
- Perform wire transfers when necessary.
- Make daily general ledger entries.
- Initiate credit card and debit card disputes at members request and monitor until resolution.
- Assist loan officer with loan closings.
- Assist with escalated member account issues.
- Interface with customer/employee for new business inquiries.
- Process deposits, payments, withdrawals and transfers.
- Assist customers with loan applications.
- Serve as a Notary Public.
Benefits
- Additional pay (e.g., shift, on‑call, or weekend differentials) may apply.
- Benefits may apply.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
