Member Relations Associate

COAST360 FEDERAL CREDIT UNION • Tamuning, GU

121d

About The Position

In accordance with existing procedures and systems, provides a variety of member service functions involving the greeting, assisting and directing of members or guests to appropriate divisions, receiving or distributing miscellaneous documents. Responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services; verifies and processes changes to existing accounts and resolves related account problems. Performs paying and receiving functions and establishes membership relationships and share accounts. This high contact person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. Work will be performed at the member service reception station, teller stations, drive-thru windows, merchant stations, or member service platform stations.

Requirements

• A high school diploma or general equivalency diploma (GED) is required.
• One year related experience in administrative, member/customer service, and cash handling or any equivalent combination of formal training and/or experience which provide the necessary knowledge, skills, and abilities.

Responsibilities

• Greets, assists, and directs members, vendors or visitors to the proper department or employee.
• Answers general questions relating to the credit union or assist in arrangement of appointments as necessary.
• Ensures reception station and lobby areas are neat and orderly, and forms and other display items are stocked and well maintained.
• Secures doors for opening and closing, monitors sign-in logs for member service, credit division and platform activities.
• Monitors service time frames for members and visitors in the lobby, ensuring effective communications of progress or potential delays.
• Reviews consumer loan applications to ensure completeness of required documentation.
• Escorts members out after business hours.
• Processes a variety of transactions for members including but not limited to share deposits and withdrawals, cashier’s check purchases, Visa cash advances, loan payments, service charges, share and loan transfers, transactions received through the night depository, ATM units, and CU express box, check orders, account closures, dormant account activations, account updates, and other member inquiries.
• Receives payroll deduction lists from entities, reconciles payroll listing total to check amount and posts check to appropriate member or general ledger account.
• Receives and reviews a variety of requests to include Automated Clearing House (ACH) transactions, wire transfer authorizations, stop payments for cashier’s checks, payroll deductions, and automatic transfer authorizations.
• Obtains information from member or prospective member to assess their financial needs and recommend appropriate product or services such as savings, checking, term share, and individual retirement accounts, and other credit union products.
• Responds to member inquiry regarding the operation of accounts, access to services, adding or reducing service features on various accounts and credit union services, and assisting members to make the most effective use of service offerings.
• Interviews applicant to obtain personal and financial data and ensures completeness of the application for consumer loans.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED
• Number of Employees: 11-50 employees