Member Experience Representative (Teller)

Kalsee Credit Union • Comstock Charter Township, MI

21d

About The Position

Member Experience Representatives (MERs) build relationships and cultivate financial wellness, empowering people to focus on what matters. They deliver extraordinary service by creating value for Members through recommending appropriate products and services that can help Members make money, save money, save time, and add peace of mind and convenience to their lives.

The role involves engaging with Members, understanding and responding to their questions and concerns, offering guidance on appropriate products and services, and proactively making qualified referrals. MERs process financial transactions accurately, review activities for compliance with policies and regulations, balance an assigned cash drawer, and perform miscellaneous operational duties.

Requirements

• High school diploma or equivalent.
• Ability to learn and apply a variety of software applications.
• High degree of accuracy and attention to detail.

Nice To Haves

• Previous financial industry experience preferred.
• Prior experience in a retail service environment, including cash handling and member service, preferred.

Responsibilities

• Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued, and consistently applying defined service standards.
• Listen actively to understand and respond to Members’ questions and concerns, and guide them toward appropriate products and services.
• Identify and make appropriate qualified referrals that can help Members make money, save money, save time, or gain convenience and peace of mind.
• Build trust and confidence and look for ways to enhance Member relationships.
• Accurately process transactions in accordance with MER 1 responsibilities, including cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, and processing transactions from the night depository.
• Review activities for compliance with established policies, procedures, and regulations, including Bank Secrecy Act, Anti-Money Laundering, and Office of Foreign Assets Control regulations.
• Participate in annual training as required by the BSA/OFAC Compliance Officer.
• Balance the assigned cash drawer during and at the end of each work day.
• Perform miscellaneous duties such as end-of-day activities, filing, answering phones, and maintaining supplies.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED